| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES3 Filed as: BROWN & BROWN INS. SERVICES, INC. | 1125 18TH STREET, SUITE 1710 DENVER, CO 80202 | HARTFORD LIFE AND ACCIDENT | $307K | $0 | $307K | 7.25% |
| BROWN & BROWN INSURANCE SERVICES3 Filed as: BROWN & BROWN INS. SERVICES, INC. | 100 RIALTO PLACE, SUITE 900 MELBOURNE, FL 32901 | HARTFORD LIFE AND ACCIDENT | $0 | $92K | $92K | 2.17% |
| BROWN & BROWN INSURANCE SERVICES3 Filed as: BROWN & BROWN INS. SERVICES, INC. | 901 MARQUETTE AVENUE, SUITE 1800 MINNEAPOLIS, MN 55402 | KAISER FOUNDATION HEALTH PLAN, INC. | $20K | $0 | $20K | 0.47% |
| BROWN & BROWN INSURANCE SERVICES3 Filed as: BROWN & BROWN INS. SERVICES, INC. | 901 MARQUETTE AVENUE, SUITE 1800 MINNEAPOLIS, MN 55402 | VISION SERVICE PLAN | $32K | $0 | $32K | 4.58% |
| HAYS COMPANIES, INC.3 | 80 SOUTH 8TH STREET, SUITE 700 MINNEAPOLIS, MN 55402 | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | $0 | $2K | 0.42% |
| BROWN & BROWN INSURANCE SERVICES3 Filed as: BROWN & BROWN INS. SERVICES, INC. | 5850 GRANITE PARKWAY, SUITE 350 PLANO, TX 75024 | ARAG SERVICES, LLC | $24K | $0 | $24K | 10.00% |
| BROWN & BROWN INSURANCE SERVICES3 Filed as: BROWN & BROWN INS. SERVICES, INC. | 80 SOUTH 8TH STREET, SUITE 700 MINNEAPOLIS, MN 55402 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $546 | $162 | $708 | 0.30% |
| BROWN & BROWN INSURANCE SERVICES3 Filed as: BROWN & BROWN INS. SERVICES, INC. | 5850 GRANITE PARKWAY, SUITE 350 PLANO, TX 75024 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4K | $0 | $4K | 2.22% |
| BROWN & BROWN INSURANCE SERVICES3 Filed as: BROWN & BROWN INS. SERVICES, INC. | 1325 4TH AVENUE, SUITE 1425 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $616 | $0 | $616 | 0.51% |
| HAYS COMPANIES, INC.3 | PO BOX 1414 MINNEAPOLIS, MN 55480 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $428 | $420 | $848 | 0.87% |
| LTCI PARTNERS LLC3 | 2924 MARKETPLACE DRIVE, SUITE 102 MADISON, WI 53719 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 3.64% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 2.42% |
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 | 17,375 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 209 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,610 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 17,375 | $6.0M |
| Dental(9 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 876 | $5.9M |
| Vision(9 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 5,726 | $6.4M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 12,881 | $4.2M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 12,881 | $4.2M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 12,881 | $4.2M |
| Prescription drug(8 contracts, 7 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 515 | $5.8M |
| Other(4 contracts, 4 carriers) | HARTFORD LIFE AND ACCIDENT | 17,375 | $4.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,375 | — |
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.