| 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. | $6K | — | $6K | 0.42% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 EAST RANDOLPH STREET CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $8K | — | $8K | 2.74% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $2K | — | $2K | 0.59% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $13K | — | $13K | 4.89% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 606731298 | VISION SERVICE PLAN | $2K | — | $2K | 1.75% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | VISION SERVICE PLAN | $2K | — | $2K | 1.30% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $2K | $6K | 4.69% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $523 | — | $523 | 0.38% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 301 COMMERCE STREET SUITE 2370 FORT WORTH, TX 76102 | UNUM INSURANCE COMPANY | $9K | $709 | $9K | 10.74% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNUM INSURANCE COMPANY | $4K | $581 | $5K | 5.76% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $1K | $4K | 4.80% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $612 | — | $612 | 0.77% |
| AON CONSULTING INC3 Filed as: AON CONSULTING - FT. WORTH | PO BOX 905494 CHARLOTTE, NC 28290 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $1K | $9K | 16.43% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 1357 A EAST LASSEN AVE. CHICO, CA 95926 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 7.45% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $643 | $26 | $669 | 1.29% |
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 | 706 | 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) | 706 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 237 | $1.7M |
| Vision | VISION SERVICE PLAN | 589 | $142K |
| Life insurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 637 | $265K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 706 | $79K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 707 | $138K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 237 | $1.7M |
| Other(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 637 | $403K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 707 | — |
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.