| 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. | $139K | $15K | $154K | 3.82% |
| 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 | 3.69% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA HEALTH, INC. | $8K | — | $8K | 3.50% |
| 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 | — | $2K | $2K | 3.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 425 NE HANCOCK ST PORTLAND, OR 97212 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | — | $4K | 9.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 NORTH CALIFORNIA BLVD. SUITE 400 WALNUT CREEK, CA 94596 | PRINCIPAL LIFE INSURANCE COMPANY | $337 | — | $337 | 0.73% |
| 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 | $5K | $2K | $6K | 16.38% |
| 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 | $5K | $2K | $6K | 16.37% |
| 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 | $8K | $1K | $10K | 32.81% |
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 | 377 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 385 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 520 | $4.5M |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 540 | $46K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 377 | $67K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 377 | $60K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 377 | $38K |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 520 | $4.5M |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 377 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 540 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.