| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 2185 N. CALIFORNIA BLVD SUITE 400 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN, INC. | $42K | $0 | $42K | 4.71% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $0 | $7K | 14.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $1K | $0 | $1K | 7.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $496 | $0 | $496 | 3.32% |
| KILTY RISK & INSURANCE SRVCS, INC3 | 21185 N CALIFORNIA ST SUITE 400 WALNUT CREEK, CA 94596 | VISION SERVICE PLAN | -$2K | $0 | -$2K | -10.19% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 12.67% |
| KILTY RISK & INSURANCE SRVCS, INC3 | 12657 ALCOSTA BLVD. SUITE 175 SAN RAMON, CA 94583 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $340 | $0 | $340 | 2.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $862 | $0 | $862 | 8.42% |
| KILTY RISK & INSURANCE SRVCS, INC3 | 12657 ALCOSTA BLVD. SUITE 175 SAN RAMON, CA 94583 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $162 | $0 | $162 | 1.58% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 12.58% |
| KILTY RISK & INSURANCE SRVCS, INC3 | 12657 ALCOSTA BLVD. SUITE 175 SAN RAMON, CA 94583 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $211 | $0 | $211 | 2.42% |
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 | 110 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 103 | $893K |
| Dental | DELTA DENTAL OF CALIFORNIA | 159 | $90K |
| Vision | VISION SERVICE PLAN | 100 | $15K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 109 | $19K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 105 | $15K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 103 | $893K |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 109 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 159 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.