| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 777 SOUTH FIGUEROA STREET SUITE 5200 LOS ANGELES, CA 90017 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $3K | — | $3K | 0.03% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-LOCKT | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $84K | — | $84K | 2.74% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-MOUNT | PO BOX 650823 DALLAS, TX 75265 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $56K | $56K | 1.83% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-LOCKT | DEPARTMENT 3042 PO BOX 123042 DALLAS, TX 75312 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $52K | — | $52K | 2.75% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-MOUNT | PO BOX 650823 DALLAS, TX 75265 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $35K | $35K | 1.83% |
| BCINSOURCING, LLC3 Filed as: BCINSOURCING LLC | HEALTH AND BENEFIT SYSTEM INC. 6363 COLLEGE BOULEVARD, SUITE 500 OVERLAND, KS 66211 | HARTFORD LIFE AND ACCIDENT | $115K | $61K | $176K | 14.24% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON INSURANCE BROKERS LLC | C/O COMMERCE BANK P.O. BOX 843844 KANSAS CITY, MO 641843844 | HARTFORD LIFE AND ACCIDENT | $115K | — | $115K | 9.27% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON INSURANCE BROKERS LLC | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | HARTFORD LIFE AND ACCIDENT | — | $19K | $19K | 1.57% |
| LOCKTON COMPANIES, LLC3 | KANSAS CITY SERIES - COMMERCE BANK PO BOX 843844 KANSAS CITY, MO 641843844 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $39K | $2K | $41K | 10.06% |
| BCINSOURCING, LLC3 | 6363 COLLEGE BOULEVARD SUITE 500 OVERLAND PARK, KS 66211 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $39K | $2K | $41K | 10.06% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC-MOUNTAIN WEST | 444 WEST 47TH STREET SUITE 900 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $52K | $16K | $69K | 41.96% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-HOME OFFICE | 444 WEST 47TH STREET SUITE 900 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $5K | $5K | 3.19% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC-MOUNTAIN WEST | 444 WEST 47TH STREET SUITE 900 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $4K | $14K | 51.16% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-HOME OFFICE | 444 WEST 47TH STREET SUITE 900 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $1K | $1K | 3.70% |
| LOCKTON COMPANIES, LLC3 | KANSAS CITY SERIES - COMMERCE BANK PO BOX 843844 KANSAS CITY, MO 641843844 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $92 | — | $92 | 1.27% |
| BCINSOURCING, LLC3 | 6363 COLLEGE BOULEVARD SUITE 500 OVERLAND PARK, KS 66211 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $92 | — | $92 | 1.27% |
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 | 9,185 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 57 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 29 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,271 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 1,717 | $13.4M |
| Vision | VISION SERVICE PLAN | 6,107 | $923K |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 8,930 | $2.3M |
| Short-term disability(2 contracts) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 41 | $191K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 8,944 | $3.0M |
| Other(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 8,930 | $3.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,944 | — |
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."
No prospect flags tripped on this filing.