| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $120K | — | $120K | 2.28% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SERVICES, INC | 150 NORTH MICHIGAN AVENUE, SUITE 39 CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN INC | $11K | — | $11K | 0.21% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CALIFORNIA PHYSICIANS SERVICE | $33K | — | $33K | 3.36% |
| WELLS FARGO INSURANCE SERVICES3 | 11017 COBBLEROCK DRIVE, SUITE 100 RANCHO CARDOVA, CA 95621 | CALIFORNIA PHYSICIANS SERVICE | $6K | $380 | $7K | 0.68% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | METROPOLITAN LIFE INSURANCE COMPANY | $28K | $43 | $28K | 4.32% |
| WELLS FARGO INSURANCE SERVICES3 | 45 FREEMONT STREET, SUITE 800 SAN FRANCISCO, CA 94105 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $27 | $13K | 2.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | — | $7K | $7K | 1.11% |
| WELLS FARGO INSURANCE SERVICES3 | 1018 WEST 9TH AVENUE KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 0.57% |
| ARLENGROUP3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | EYEMED VISION CARE | $6K | — | $6K | 8.26% |
| WELLS FARGO INSURANCE SERVICES3 | 45 FREMONT STREET, SUITE 800 SAN FRANCISCO, CA 94105 | EYEMED VISION CARE | $2K | — | $2K | 2.76% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $1K | — | $1K | 2.65% |
| WELLS FARGO INSURANCE SERVICES3 | 45 FREMONT STREET, SUITE 800 SAN FRANCISCO, CA 94105 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $686 | — | $686 | 1.38% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $493 | $493 | 1.00% |
| WELLS FARGO INSURANCE SERVICES3 | 1018 WEST 9TH AVENUE KING OF PRUSSIA, PA 19406 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $303 | $303 | 0.61% |
| WELLS FARGO INSURANCE SERVICES3 | 64 MONROE AVENUE NW, SUITE 300 GRAND RAPIDS, MI 49503 | HYATT LEGAL PLANS | — | $265 | $265 | 1.28% |
| WELLS FARGO INSURANCE SERVICES3 | 11017 COBBLEROCK DRIVE, SUITE 100 RANCHO CORDOVA, CA 95670 | HYATT LEGAL PLANS | — | $162 | $162 | 0.79% |
| WELLS FARGO INSURANCE SERVICES3 | 1018 WEST 9TH AVENUE KING OF PRUSSIA, PA 19406 | HYATT LEGAL PLANS | — | $27 | $27 | 0.13% |
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 | 732 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 741 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 675 | $6.2M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 980 | $696K |
| Vision | EYEMED VISION CARE | 675 | $69K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 980 | $647K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 980 | $647K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 980 | $647K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 675 | $6.2M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 980 | $667K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 980 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.