| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD., STE. 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC. | $243K | — | $243K | 1.35% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD., SUITE 200 TORRANCE, CA 90501 | KAISER FOUNDATION HEALTH PLAN INC. | $70K | — | $70K | 0.39% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, FLOOR 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | — | $12K | $12K | 0.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, FLOOR 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $148K | $84 | $148K | 15.74% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD., SUITE 200 TORRANCE, CA 90501 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $1K | $27K | 2.85% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13K | $13K | 1.40% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 1255 BATTERY STREET, SUITE 450 SAN FRANCISCO, CA 94111 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$13K | -$13K | -1.39% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD., STE. 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC. | $6K | — | $6K | 1.34% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD., SUITE 200 TORRANCE, CA 90501 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | — | $2K | 0.39% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, FLOOR 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | — | $341 | $341 | 0.08% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, FLOOR 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | $84 | $29K | 12.84% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD., SUITE 200 TORRANCE, CA 90501 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $294 | $5K | 2.40% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | 897 12TH STREET HAMMONTON, NJ 08037 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $441 | $4K | 1.68% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 0.87% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 1255 BATTERY STREET, SUITE 450 SAN FRANCISCO, CA 94111 | METROPOLITAN LIFE INSURANCE COMPANY | -$31K | -$3K | -$34K | -14.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, FLOOR 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $84 | $25K | 15.82% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD., SUITE 200 TORRANCE, CA 90501 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $189 | $4K | 2.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.04% |
| CUSTON BENEFIT PROGRAMS3 Filed as: CUSTON BENEFIT PROGRAMS INC. | 897 12TH STREET HAMMONTON, NJ 08037 | METROPOLITAN LIFE INSURANCE COMPANY | $85 | $295 | $380 | 0.24% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 1255 BATTERY STREET, SUITE 450 SAN FRANCISCO, CA 94111 | METROPOLITAN LIFE INSURANCE COMPANY | -$1K | -$160 | -$2K | -1.06% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 2121 N. CALIFORNIA BLVD., STE. 1000 WALNUT CREEK, CA 94596 | CLAREMONT EAP | $2K | — | $2K | 2.99% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | P.O. BOX 4328 TORRANCE, CA 90501 | CLAREMONT EAP | $1K | — | $1K | 2.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METLIFE LEGAL PLANS | $2K | $316 | $2K | 6.30% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | P.O. BOX 4328 TORRANCE, CA 90510 | METLIFE LEGAL PLANS | $1K | $56 | $1K | 3.77% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, FLOOR 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $84 | $3K | — |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD., SUITE 200 TORRANCE, CA 90501 | METROPOLITAN LIFE INSURANCE COMPANY | $910 | $37 | $947 | — |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $130 | $130 | — |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | 897 12TH STREET HAMMONTON, NJ 08037 | METROPOLITAN LIFE INSURANCE COMPANY | $16 | — | $16 | — |
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 | 3,538 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 34 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 108 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,680 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 3,099 | $18.4M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,270 | $938K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 8,270 | $938K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 3,099 | $18.4M |
| Other(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,270 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,270 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.