| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: C.T. HELLMUTH & ASSOCIATES INC | 8401 CONNECTICUT AVENUE SUITE 501 CHEVY CHASE, MD 20815 | KAISER FOUNDATION HEALTH PLAN, INC. | $24K | — | $24K | 1.72% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE FLOOR 16 DALLAS, TX 75231 | KAISER FOUNDATION HEALTH PLAN, INC. | $17K | — | $17K | 1.24% |
| JAMES RAYMOND HELLMUTH3 | 8401 CONNECTICUT AVENUE SUITE 1200 CHEVY CHASE, MD 20815 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $26K | $20K | $46K | 4.82% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY L | 8144 WALNUT HILL LANE 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $22K | — | $22K | 2.26% |
| C. T. HELLMUTH & ASSOCIATES, INC.3 Filed as: C.T. HELLMUTH & ASSOCIATES INC | 8401 CONNECTICUT AVENUE SUITE 501 CHEVY CHASE, MD 20815 | KAISER FOUNDATION HEALTH PLAN, INC. | $14K | — | $14K | 1.75% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE FLOOR 16 DALLAS, TX 75231 | KAISER FOUNDATION HEALTH PLAN, INC. | $8K | — | $8K | 0.97% |
| JAMES RAYMOND HELLMUTH3 | 8401 CONNECTICUT AVENUE SUITE 1200 CHEVY CHASE, MD 20815 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $47K | $16K | $63K | 7.88% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY L | 8144 WALNUT HILL LANE 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $33K | — | $33K | 4.11% |
| JAMES HELLMUTH3 | 8401 CONNECTICUT AVENUE SUITE 501 CHEVY CHASE, MD 20815 | VISION SERVICE PLAN | $10K | — | $10K | 2.54% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLELLAN AGENCY LLC | 8144 WALNUT HILL LANE 16TH FLOOR DALLAS, TX 75231 | VISION SERVICE PLAN | $9K | — | $9K | 2.46% |
| JAMES HELLMUTH3 | 8401 CONNECTICUT AVE SUITE 501 CHEVY CHASE, MD 20815 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $8K | $330 | $8K | 4.19% |
| JAMES RAYMOND HELLMUTH3 | 8401 CONNECTICUT AVENUE SUITE 1200 CHEVY CHASE, MD 20815 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $976 | $758 | $2K | 4.88% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL LANE 16TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $802 | — | $802 | 2.26% |
| JAMES R HELLMUTH3 | 8401 CONNECTICUT AVENUE SUITE 1200 CHEVY CHASE, MD 20815 | HARTFORD LIFE AND ACCIDENT | $878 | — | $878 | 15.00% |
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 | 4,695 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 44 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,739 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 138 | $2.4M |
| Vision | VISION SERVICE PLAN | 3,090 | $380K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,747 | $951K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,344 | $799K |
| Other(4 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,899 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,899 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.