| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | P.O. BOX 741738 ATLANTA, GA 30374 | KAISER FOUNDATION HEALTH PLAN INC. | $144K | — | $144K | 2.97% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 2401 E. KATELLA AVENUE ANAHEIM, CA 92806 | KAISER FOUNDATION HEALTH PLAN INC. | $13K | — | $13K | 0.28% |
| LOCKTON COMPANIES, LLC3 | 777 S FIGUEROA STREET LOS ANGELES, CA 90017 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 1.50% |
| LOCKTON COMPANIES, LLC3 | 777 S FIGUEROA STREET LOS ANGELES, CA 90017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $4K | $12K | 13.90% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 2401 E. KATELLA AVENUE ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 1.54% |
| LOCKTON COMPANIES, LLC3 | 777 S FIGUEROA STREET LOS ANGELES, CA 90017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $3K | $8K | 14.17% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 2401 E. KATELLA AVENUE ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $888 | — | $888 | 1.61% |
| LOCKTON COMPANIES, LLC3 | THREE EMBARCADERO CENTER SAN FRANCISCO, CA 94111 | EYEMED VISION CARE | $5K | — | $5K | 10.87% |
| LOCKTON COMPANIES, LLC3 | DEPT. LA 23940 PASADENA, CA 91185 | CALIFORNIA DENTAL NETWORK, INC. | $1K | — | $1K | 9.18% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 2401 E. KATELLA AVENUE ANAHEIM, CA 92806 | CALIFORNIA DENTAL NETWORK, INC. | $92 | — | $92 | 0.82% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 503 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 516 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 776 | $4.8M |
| Dental(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 481 | $400K |
| Vision | EYEMED VISION CARE | 633 | $44K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 198 | $86K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 128 | $55K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 776 | $4.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 776 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.