| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMY LYNN SHUCKHART3 | 12590 N. 73RD PLACE SCOTTSDALE, AZ 85260 | KAISER FOUNDATION HEALTH PLAN, INC. | $954 | — | $954 | 0.39% |
| AON CONSULTING INC3 Filed as: AON CONSULTING OF NEW JERSEY, INC | 29840 NETWORK PLACE CHICAGO, IL 606731299 | HARTFORD LIFE AND ACCIDENT | $13K | $2K | $15K | 11.25% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC. | PO BOX 955816 SAINT LOUIS, MO 63195 | HARTFORD LIFE AND ACCIDENT | — | $242 | $242 | 0.19% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.33% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $112 | $112 | 0.09% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $338 | $4K | 29.99% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $32 | $32 | 0.24% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29695 NETWORK PLACE CHICAGO, IL 60673 | HAWAII DENTAL SERVICE | $183 | — | $183 | 2.69% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | METLIFE LEGAL PLANS | $764 | $68 | $832 | 12.73% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 30 WATERSIDE DRIVE FARMINGTON, CT 06032 | METLIFE LEGAL PLANS | — | $18 | $18 | 0.28% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 600731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $112 | $112 | — |
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 | 152 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 162 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 84 | $262K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 328 | $128K |
| Vision | VISION SERVICE PLAN | 133 | $37K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 204 | $130K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 204 | $130K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 27 | $247K |
| Other(5 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 204 | $166K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 328 | — |
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.