| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN INC | $12K | $0 | $12K | 0.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 560 MISSION STREET, 4TH FLOOR SAN FRANCISCO, CA 94105 | METROPOLITAN LIFE INSURANCE COMPANY | $793 | $111 | $904 | 0.21% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMEN AVENUE 10TH FLOOR IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $17 | $17 | 0.05% |
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 | 260 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 263 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 102 | $1.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 523 | $429K |
| Vision | VISION SERVICE PLAN | 140 | $37K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 523 | $429K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 523 | $429K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 102 | $1.2M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 523 | $466K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 523 | — |
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.