| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST 6TH FLR SAN DIEGO, CA 92101 | BLUE CROSS OF CALIFORNIA | $33K | $671 | $33K | 3.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $13K | $1 | $13K | 3.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $305 | $305 | 0.09% |
| CBA PREMIER INSURANCE SOLUTIONS3 Filed as: CBA PREMIER INSURANCE SOLUTION | 200 NORTH ALMADEN BOULEVARD 3RD FLOOR SAN JOSE, CA 95110 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | $2K | $12K | 4.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $14K | $975 | $15K | 10.59% |
| CBA PREMIER INSURANCE SOLUTIONS3 Filed as: CBA PREMIER INSURANCE SOLUTION | 200 N ALMADEN BLVD 3RD FLOOR SAN JOSE, CA 95110 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $0 | $11K | 14.63% |
| 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 | 5.80% |
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 | 108 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 112 | $1.3M |
| Dental | AETNA LIFE INSURANCE COMPANY | 209 | $141K |
| Vision | VISION SERVICE PLAN | 110 | $18K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 108 | $304K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 108 | $304K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 112 | $1.3M |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 108 | $379K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 209 | — |
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.