| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 5300 STEVENS CREEK BLVD FL 3 SAN JOSE, CA 95129 | KAISER FOUNDATION HEALTH PLAN INC | $107K | — | $107K | 1.12% |
| ROBERT B. SUHR & COMPANY INSURANCE3 | BROKERS, INC. 5300 STEVENS CREEK BLVD SAN JOSE, CA 95129 | KAISER FOUNDATION HEALTH PLAN INC | -$7K | — | -$7K | -0.07% |
| SUHR RISK SERVICES3 Filed as: SUHR RISK SERVICES OF CALIFORNIA | 5300 STEVENS CREEK BLVD STE 300 SAN JOSE, CA 95129 | SUTTER HEALTH PLAN | $44K | — | $44K | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE DBA SUHR RISK SVCS OF CA | 5300 STEVENS CREEK BLVD 3RD FL SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $12K | — | $12K | 10.96% |
| ACRISURE LLC3 Filed as: ACRISURE DBA SUHR RISK SVCS OF CA | 5300 STEVENS CREEK BLVD 3RD FLOOR SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | 5.52% |
| ACRISURE LLC3 Filed as: ACRISURE DBA SUHR RISK SVCS OF CA | 5300 STEVENS CREEK BLVD 3RD FLOOR SAN JOSE, CA 95129 | UDC DENTAL OF CALIFORNIA, INC | $5K | — | $5K | 9.99% |
| SUHR RISK SERVICES3 Filed as: SUHR RISK INS SERVICES OF CA | ACRISURE CO 5300 STEVENS CREEK BLVD, STE 300 SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $7K | — | $7K | 19.19% |
| SUHR RISK SERVICES3 Filed as: SUHR RISK INS SERVICES OF CA | ACRISURE CO 5300 STEVENS CREEK BLVD, STE 300 SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | 18.92% |
| SUHR RISK SERVICES3 Filed as: SUHR RISK INS SERVICES OF CA | ACRISURE CO 5300 STEVENS CREEK BLVD, STE. 300 SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 17.31% |
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 | 910 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 35 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 948 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,497 | $10.4M |
| Dental | UDC DENTAL OF CALIFORNIA, INC | 197 | $49K |
| Vision | UNION SECURITY INSURANCE COMPANY | 278 | $51K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 873 | $109K |
| Short-term disability | UNION SECURITY INSURANCE COMPANY | 101 | $18K |
| Prescription drug | SUTTER HEALTH PLAN | 166 | $876K |
| Other(3 contracts) | UNION SECURITY INSURANCE COMPANY | 873 | $158K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,497 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.