| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 500 N BRAND BLVD STE 100 GLENDALE, CA 912033931 | KAISER FOUNDATION HEALTH PLAN, INC. | $41K | — | $41K | 2.54% |
| LAUREN COMFORTI3 | 1317 PULS ST OCEANSIDE, CA 920582639 | KAISER FOUNDATION HEALTH PLAN, INC. | $8K | — | $8K | 0.51% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 505 N BRAND BLVD STE 600 GLENDALE, CA 912033944 | SUTTER HEALTH PLAN | $35K | — | $35K | 2.50% |
| LAUREN COMFORTI3 | 1317 PULS ST OCEANSIDE, CA 920582639 | SUTTER HEALTH PLAN | $7K | — | $7K | 0.50% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | METROPOLITAN LIFE INSURANCE COMPANY | $26K | $107 | $26K | 6.77% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | PO BOX 95287 CHICAGO, IL 606947219 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 1.68% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 STE 200 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.34% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | PO BOX 95287 CHICAGO, IL 606945287 | METROPOLITAN LIFE INSURANCE COMPANY | — | $37 | $37 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 500 N BRAND BLVD STE 100 GLENDALE, CA 912033931 | KAISER FOUNDATION HEALTH PLAN, INC. | $6K | — | $6K | 2.44% |
| LAUREN COMFORTI3 | 1317 PULS ST OCEANSIDE, CA 920582639 | KAISER FOUNDATION HEALTH PLAN, INC. | $1K | — | $1K | 0.61% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $834 | — | $834 | 5.24% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $334 | $334 | 2.10% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606907219 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $264 | $264 | 1.66% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $107 | $5K | 31.96% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606907219 | METROPOLITAN LIFE INSURANCE COMPANY | — | $312 | $312 | 2.14% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606945287 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2 | $2 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $107 | $3K | 34.40% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606907219 | METROPOLITAN LIFE INSURANCE COMPANY | — | $193 | $193 | 2.22% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606945287 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1 | $1 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $107 | $2K | 42.74% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606907217 | METROPOLITAN LIFE INSURANCE COMPANY | — | $142 | $142 | 2.72% |
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 | 441 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 441 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 258 | $3.3M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 698 | $396K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 698 | $380K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 698 | $380K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 698 | $380K |
| Prescription drug | SUTTER HEALTH PLAN | 258 | $1.4M |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 698 | $408K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 698 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.