| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CRYSTAL IBC LLC3 | 32 OLD SLIP NEW YORK, NY 10005 | KAISER FOUNDATION HEALTH PLAN INC | $85K | $0 | $85K | 1.99% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $86K | $0 | $86K | 10.67% |
| CRYSTAL IBC LLC3 | 32 OLD SLIP NEW YORK, NY 10005 | TRANSAMERICA LIFE INSURANCE COMPANY | $47K | $0 | $47K | 5.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 32 OLD SLIP NEW YORK, NY 10005 | SUTTER HEALTH PLAN | $16K | $0 | $16K | 4.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 101 PARK AVENUE FL 12 NEW YORK, NY 10178 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $84 | $13K | 4.23% |
| FRANK CRYSTAL & CO INC3 | 32 OLD SLIP FL 17 NEW YORK, NY 10005 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $60 | $3K | 0.92% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.42% |
| CRYSTAL IBC LLC3 | 32 OLD SLIP NEW YORK, NY 10005 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $24K | $0 | $24K | 19.52% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANE, USA | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $226 | $226 | 0.19% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD STE 1000 WALNUT CREEK, CA 94596 | CHINESE COMMUNITY HEALTH PLAN | $4K | $0 | $4K | 3.27% |
| CRYSTAL IBC LLC3 | 32 OLD SLIP NEW YORK, NY 10005 | CHINESE COMMUNITY HEALTH PLAN | $2K | $0 | $2K | 1.73% |
| FRANK CRYSTAL & CO INC3 | 32 OLD SLIP FL 17 NEW YORK, NY 10005 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $2K | $0 | $2K | 4.26% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 101 PARK AVENUE FL 12 NEW YORK, NY 10178 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $2K | $0 | $2K | 4.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $0 | $156 | $156 | 0.41% |
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 | 650 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 37 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 694 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 626 | $5.5M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 385 | $344K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 385 | $305K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 650 | $121K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 650 | $121K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 626 | $4.7M |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,589 | $142K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,589 | — |
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.