| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 200 EAST RANDOLPH STREET CHICAGO, IL 60601 | BLUE CROSS OF CALIFORNIA | $166K | — | $166K | 0.91% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICE | 29840 NETWORK PLACE CHICAGO, IL 60673 | BLUE CROSS OF CALIFORNIA | — | $3K | $3K | 0.02% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. - IL | 29840 NETWORK PL CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN, INC. | $16K | — | $16K | 0.43% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, ID 60673 | DELTA DENTAL OF CALIFORNIA | $17K | — | $17K | 1.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - SAN FRANCISCO | 199 FREMONT ST. 14TH FLOOR SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $36K | — | $36K | 2.18% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - SAN FRANCISCO | PO BOX 905494 CHARLOTTE, NC 282905494 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $17K | $17K | 1.02% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - SAN FRANCISCO | 199 FREMONT STREET, 14TH FLOOR SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $17K | — | $17K | 2.20% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - SAN FRANCISCO | PO BOX 905494 CHARLOTTE, NC 28290 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $8K | $8K | 1.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 606731298 | VISION SERVICE PLAN | $5K | — | $5K | 1.79% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | $42K | $3K | $44K | 27.25% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 2.92% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | METROPOLITAN LIFE INSURANCE COMPANY | — | $17 | $17 | 0.01% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN ST STE 5800 ATTN DONNA JOHNSON DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $10 | $10 | 0.01% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. - IL | 29840 NETWORK PLACE CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN, INC. | $540 | — | $540 | 0.50% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | $2K | $29K | 32.85% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 2.93% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $17 | $17 | 0.02% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN ST., SUITE 5800 ATTN DONNA JOHNSON DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5 | $5 | 0.01% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. NJ | 29840 NETWORK PLACE CHICAGO, IL 60673 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $653 | — | $653 | 0.90% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $1K | $24K | 37.34% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 3.15% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $17 | $17 | 0.03% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN ST STE 5800 ATTN DONNA JOHNSON DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4 | $4 | 0.01% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. (SAN FRANCISCO) | 425 MARKET ST., SUITE 2800 SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | — | $3K | 5.45% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | AN AON COMPANY PO BOX 419623 BOSTON, MA 02241 | METLIFE LEGAL PLANS | $546 | $1K | $2K | 28.50% |
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 | 1,246 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 70 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,316 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 5 carriers) | BLUE CROSS OF CALIFORNIA | 2,904 | $22.4M |
| Dental | DELTA DENTAL OF CALIFORNIA | 3,319 | $1.7M |
| Vision | VISION SERVICE PLAN | 1,764 | $271K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,357 | $2.4M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,357 | $1.7M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,357 | $1.7M |
| Other(7 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,357 | $2.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,319 | — |
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.