| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE CO. | $101K | $8K | $109K | 2.95% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 333 S HOPE ST LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE CO. | $35K | $3K | $38K | 1.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | P.O. BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN INC. | $11K | — | $11K | 3.98% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN AVE FL 10 IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN INC. | — | $27 | $27 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA HEALTH, INC. | $5K | — | $5K | 2.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 333 S HOPE ST LOS ANGELES, CA 90071 | AETNA HEALTH, INC. | $1K | — | $1K | 0.64% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 6.81% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 18.81% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 18.79% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $1K | $8K | 34.36% |
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 | 334 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 336 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 541 | $4.2M |
| Dental | AETNA LIFE INSURANCE CO. | 541 | $3.7M |
| Vision | AETNA LIFE INSURANCE CO. | 541 | $3.7M |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 334 | $53K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 334 | $48K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 334 | $30K |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 541 | $4.2M |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 334 | $53K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 541 | — |
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.