| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $32K | $32K | 1.75% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | — | $20K | $20K | 1.08% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $113 | $113 | 0.01% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $26K | $26K | 1.74% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | — | $15K | $15K | 0.99% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | — | $113 | $113 | 0.01% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 08875 | METROPOLITAN LIFE INSURANCE COMPANY | $32K | $780 | $33K | 37.97% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | METLIFE LEGAL PLANS | $11K | $111 | $12K | 17.08% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | METLIFE LEGAL PLANS | — | $742 | $742 | 1.10% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 200 E RANDOLPH ST CHICAGO, IL 60601 | METLIFE LEGAL PLANS | — | $81 | $81 | 0.12% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 08875 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $562 | $24K | 37.69% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 3.28% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS, INC. | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | — | $766 | $766 | 1.26% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 08875 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $537 | $23K | 38.35% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 3.30% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS, INC. | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | — | $610 | $610 | 1.26% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 3.31% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS, INC. | PO BOX 6718 SOMERSET, NJ 08875 | METROPOLITAN LIFE INSURANCE COMPANY | — | $532 | $532 | 1.28% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $325 | $325 | 2.65% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 1300 POST OAK BLVD., SUITE 1400 HOUSTON, TX 77056 | HARTFORD FIRE INSURANCE COMPANY | — | $12 | $12 | 0.19% |
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 | 6,895 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 42 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,937 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,221 | $3.8M |
| Vision | VISION SERVICE PLAN | 4,440 | $481K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 9,652 | $1.5M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 146 | $12K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,235 | $1.8M |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 324 | $3.5M |
| Other(10 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 9,652 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,652 | — |
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.