| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 60073 | KAISER FOUNDATION HEALTH PLAN INC. | $35K | — | $35K | 2.87% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 8950 CAL CENTER DRIVE BUILDING 3, SUITE 200 SACRAMENTO, CA 95826 | KAISER FOUNDATION HEALTH PLAN INC. | $17K | — | $17K | 1.38% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 3636 AMERICAN RIVER DRIVE 2ND FLOOR SACRAMENTO, CA 95864 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $7K | — | $7K | 2.36% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | PO BOX 2268 MERCED, CA 95344 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $1K | — | $1K | 1.03% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | PO BOX 19640 IRVINE, CA 92623 | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | — | $11K | 10.32% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 8950 CAL CENTER DRIVE BUILDING 3, SUITE 200 SACRAMENTO, CA 95826 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 4.33% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 606731298 | VISION SERVICE PLAN | $1K | — | $1K | 1.59% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | PO BOX 8110 CHICO, CA 959278110 | VISION SERVICE PLAN | $1K | — | $1K | 1.25% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $292 | $2K | 6.23% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | PO BOX 255188 SACRAMENTO, CA 958655188 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $536 | $2K | 5.62% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $238 | $2K | 5.27% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | PO BOX 255188 SACRAMENTO, CA 95865 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $436 | $2K | 4.85% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 1357 A EAST LASSEN AVE. CHICO, CA 95926 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 21.05% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - FT. WORTH | PO BOX 905494 CHARLOTTE, NC 28290 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $217 | $58 | $275 | 1.20% |
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 | 486 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 488 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 94 | $1.5M |
| Vision(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 417 | $192K |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 495 | $246K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 485 | $31K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 485 | $38K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 94 | $1.5M |
| Other(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 495 | $269K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 495 | — |
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.