| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | P.O. BOX 8299 PASADENA, CA 911098299 | KAISER FOUNDATION HEALTH PLAN, INC. | $90K | — | $90K | 1.41% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | KAISER FOUNDATION HEALTH PLAN, INC. | $28K | $64 | $28K | 0.45% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 32 OLD SLIP FI 12 NEW YORK, NY 100053597 | SUTTER HEALTH PLAN | $16K | — | $16K | 3.22% |
| IMA, INC.3 | 430 E. DOUGLAS AVENUE SUITE 400 WICHITA, KS 672023409 | SUTTER HEALTH PLAN | $9K | — | $9K | 1.78% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 101 PARK AVE. FL 12 NEW YORK, NY 101780002 | METROPOLITAN LIFE INSURANCE COMPANY | $32K | $111 | $32K | 7.55% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | — | $10K | 2.42% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 1.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $53 | $53 | 0.01% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | METROPOLITAN LIFE INSURANCE COMPANY | — | $21 | $21 | 0.00% |
| AIS DB EB OP ACCOUNT3 | 32 OLD SLIP NEW YORK, NY 10005 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $16K | — | $16K | 9.84% |
| IMA, INC.3 | 6300 BRIDGPOINT PKWY BLDG. 3, SUITE 500 AUSTIN, TX 78730 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 5.16% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $141 | $141 | 0.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2175 N. CALIFORNIA BLVD. SUITE 715 WALNUT CREEK, CA 94596 | CHINESE COMMUNITY HEALTH PLAN | $6K | — | $6K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 101 PARK AVE. FL 12 NEW YORK, NY 101780002 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $2K | — | $2K | 7.67% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $676 | — | $676 | 2.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $366 | $366 | 1.32% |
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 | 630 | 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) | 630 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 577 | $7.0M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 446 | $450K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 446 | $422K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 629 | $159K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 629 | $159K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 577 | $7.0M |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,544 | $180K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,544 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.