| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 600731298 | KAISER FOUNDATION HEALTH PLAN, INC. | $71K | — | $71K | 2.50% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE COMPANY | $92K | — | $92K | 4.01% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. | 500 YGNAVIO VALLEY ROAD WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $37K | — | $37K | 1.60% |
| AON CONSULTING INC3 Filed as: AON CONSULTING AND INSURANCE SVCS | 29840 NETWORK PL CHICAGO, IL 600731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 0.83% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 600731298 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $95 | $2K | 0.41% |
| AON CONSULTING INC3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 60069 | SUN LIFE ASSURANCE COMPANY OF CANADA | $963 | — | $963 | 0.49% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 3.54% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. | 500 YGNAVIO VALLEY ROAD WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 1.42% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 600731298 | VISION SERVICE PLAN | $546 | — | $546 | 0.90% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | 897 12TH ST HAMMONTON, NJ 08037 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $114 | $6K | 29.90% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | 897 12TH STREET HAMMONTON, NJ 08037 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $76 | $4K | 29.02% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | 897 12TH STREET HAMMONTON, NJ 08037 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $52 | $3K | 30.68% |
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 | 349 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 355 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 404 | $5.3M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 661 | $2.7M |
| Vision | VISION SERVICE PLAN | 303 | $61K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 347 | $199K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 347 | $199K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 347 | $199K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 404 | $2.8M |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 347 | $223K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 661 | — |
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.