| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | PO BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN INC | $18K | — | $18K | 0.49% |
| BUCK GLOBAL LLC3 | PO BOX 207640 DALLAS, TX 75320 | VISION SERVICE PLAN | $37K | — | $37K | 5.00% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | PO BOX 202617 DALLAS, TX 75230 | KAISER FOUNDATION HEALTH PLAN INC. | $1K | — | $1K | 0.39% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | PO BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 0.51% |
| BUCK GLOBAL LLC3 | PO BOX 207640 DALLAS, TX 75320 | ARAG INSURANCE COMPANY | $19K | $1K | $20K | 10.77% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | PO BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $604 | — | $604 | 0.52% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | PO BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $555 | — | $555 | 0.50% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | PO BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $606 | $115 | $721 | 0.79% |
| BUCK GLOBAL LLC3 | BOX 207640 DALLAS, TX 75320 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12K | — | $12K | 14.99% |
| LTCI PARTNERS LLC3 | 2924 MARKETPLACE DR SUITE 102 MADISON, WI 53719 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 4.20% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 2.80% |
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 | 2,928 | 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) | 2,928 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 886 | $4.8M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 12,499 | $2.2M |
| Vision | VISION SERVICE PLAN | 6,109 | $730K |
| Life insurance | AETNA LIFE INSURANCE CO. | 12,499 | $1.9M |
| Short-term disability | AETNA LIFE INSURANCE CO. | 12,499 | $1.9M |
| Long-term disability | AETNA LIFE INSURANCE CO. | 12,499 | $1.9M |
| Other(5 contracts, 5 carriers) | AETNA LIFE INSURANCE CO. | 12,499 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,499 | — |
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.