| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 9605 SOUTH KINGSTON COURT SUITE 150 ENGLEWOOD, CO 80112 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $18K | $0 | $18K | 2.54% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN. SVCS | 12404 PARK CENTRAL DRIVE, SUITE 400 DALLAS, TX 75251 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $2K | $0 | $2K | 0.35% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 9605 SOUTH KINGSTON COURT SUITE 150 ENGLEWOOD, CO 80112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | $0 | $11K | 15.27% |
| ASSUREDPARTNERS3 | 4582 SOUTH ULSTER STREET, SUITE 600 DENVER, CO 80237 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 4.73% |
| BENEFIT HEALTH ADVISORS3 | 9605 SOUTH KINGSTON COURT SUITE 150 ENGLEWOOD, CO 80112 | DELTA DENTAL OF COLORADO | $5K | $0 | $5K | 8.50% |
| ASSUREDPARTNERS3 | 4582 SOUTH ULSTER STREET, SUITE 600 DENVER, CO 80237 | DELTA DENTAL OF COLORADO | $879 | $0 | $879 | 1.44% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 9605 SOUTH KINGSTON COURT SUITE 150 ENGLEWOOD, CO 80112 | VISION SERVICE PLAN | $588 | $0 | $588 | 5.76% |
| GROUP BENEFITS LIMITED3 Filed as: GROUP BENEFITS, LIMITED | 12006 RIDGEMONT DRIVE URBANDALE, IA 50323 | VISION SERVICE PLAN | $310 | $0 | $310 | 3.04% |
| ASSUREDPARTNERS3 | 4582 SOUTH ULSTER STREET, SUITE 600 DENVER, CO 80237 | VISION SERVICE PLAN | $182 | $0 | $182 | 1.78% |
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 | 147 | 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) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 98 | $708K |
| Dental | DELTA DENTAL OF COLORADO | 137 | $61K |
| Vision | VISION SERVICE PLAN | 83 | $10K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 147 | $73K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 147 | $73K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 98 | $708K |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 160 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 160 | — |
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.