| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 125 HIGH STREET, 22ND FLOOR BOSTON, MA 02110 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $0 | $15K | $15K | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMEN AVENUE, 10TH FLOOR IRVINE, CA 92612 | HARTFORD LIFE AND ACCIDENT | $0 | $206K | $206K | 4.41% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD WALNUT CREEK, CA 94596 | HARTFORD LIFE AND ACCIDENT | $144K | $0 | $144K | 3.08% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 NEW YORK, NY 10087 | HARTFORD LIFE AND ACCIDENT | $0 | -$5K | -$5K | -0.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $118K | $218 | $118K | 15.95% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9K | $9K | 1.19% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $1K | $2K | 0.33% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | AETNA LIFE INSURANCE COMPANY | $56K | $0 | $56K | 11.55% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE COMPANY | $27K | $0 | $27K | 5.45% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 745977 LOS ANGELES, CA 90074 | METLIFE LEGAL PLANS | $8K | $109 | $8K | 9.29% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $731 | $1K | $2K | 2.26% |
| ALLIANT INSURANCE SERVICES, INC.3 | 3600 NORTH CAPITAL OF TEXAS HIGHWAY SUITE 200 AUSTIN, TX 78746 | METLIFE LEGAL PLANS | $0 | $241 | $241 | 0.28% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | 1 UPPER POND ROAD, BUILDING F PARSIPPANY, NJ 07054 | METLIFE LEGAL PLANS | $0 | $145 | $145 | 0.17% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METLIFE LEGAL PLANS | $0 | $14 | $14 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON | PO BOX 28852 NEW YORK, NY 10087 | METLIFE LEGAL PLANS | -$655 | $0 | -$655 | -0.75% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMEN AVENUE 10TH FLOOR IRVINE, CA 92612 | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $244 | $65 | $309 | 19.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $244 | $0 | $244 | 15.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON | 801 S FIGUEROA STREET, SUITE 800 LOS ANGELES, CA 90017 | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $244 | -$3 | $241 | 14.82% |
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 | 123,021 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 60 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,000 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 124,081 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 897 | $5.7M |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 24,223 | $5.4M |
| Vision | AETNA LIFE INSURANCE COMPANY | 167 | $489K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 19,672 | $4.7M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 19,672 | $4.7M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 19,672 | $4.7M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 897 | $5.7M |
| Other(8 contracts, 8 carriers) | HARTFORD LIFE AND ACCIDENT | 123,021 | $6.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 123,021 | — |
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.