| 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 | $11K | $0 | $11K | 0.92% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2K | $2K | $5K | 2.39% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $0 | $12K | 19.86% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $202 | $0 | $202 | 33.84% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMEN AVENUE, 10TH FLOOR IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $18 | $18 | 3.02% |
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 | 230 | 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) | 233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 102 | $1.2M |
| Dental | DELTA DENTAL OF CALIFORNIA | 366 | $328K |
| Vision | VISION SERVICE PLAN | 127 | $36K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 230 | $192K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 230 | $192K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 102 | $1.2M |
| Other(4 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 230 | $259K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 366 | — |
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.