| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| UNLIMITED LIFE INSURANCE SOLUTIONS3 | 21021 VENTURA BLVD., SUITE 200 WOODLAND HILLS, CA 91364 | AETNA LIFE INSURANCE CO. | $37K | $0 | $37K | 5.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 4000 MIDLANTIC AVE MT. LAUREL, NJ 08054 | AETNA LIFE INSURANCE CO. | $13K | $0 | $13K | 1.81% |
| UNLIMITED LIFE INSURANCE SOLUTIONS3 | 21021 VENTURA BLVD., SUITE 200 WOODLAND HILLS, CA 91364 | AETNA HEALTH, INC. | $9K | $0 | $9K | 4.90% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 4000 MIDLANTIC AVE MT. LAUREL, NJ 08054 | AETNA HEALTH, INC. | $2K | $0 | $2K | 1.25% |
| CORPORATE STRATEGIES, INC.3 Filed as: CORPORATE STRATEGIES | 21021 VENTURA BLVD., SUITE 200 WOODLAND HILLS, CA 91364 | KAISER FOUNDATION HEALTH PLAN INC. | $7K | $0 | $7K | 4.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | $0 | $4K | 2.19% |
| CORPORATE STRATEGIES, INC.3 Filed as: CORPORATE STRATEGIES INC. | 21021 VENTURA BLVD., SUITE 200 WOODLAND HILLS, CA 91364 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 10.00% |
| CORPORATE STRATEGIES, INC.3 Filed as: CORPORATE STRATEGIES | 21021 VENTURA BLVD STE 200 WOODLAND HILLS, CA 91364 | VISION SERVICE PLAN | $804 | $0 | $804 | 9.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 60694 | VISION SERVICE PLAN | $500 | $0 | $500 | 5.75% |
| CORPORATE STRATEGIES, INC.3 Filed as: CORPORATE STRATEGIES INC. | 21021 VENTURA BLVD., SUITE 200 WOODLAND HILLS, CA 91364 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $969 | $0 | $969 | 15.00% |
| CORPORATE STRATEGIES, INC.3 Filed as: CORPORATE STRATEGIES INC | 21021 VENTURA BLVD., SUITE 200 WOODLAND HILLS, CA 91364 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $749 | $0 | $749 | 14.99% |
| CORPORATE STRATEGIES, INC.3 Filed as: CORPORATE STRATEGIES INC | 21021 VENTURA BLVD., SUITE 200 WOODLAND HILLS, CA 91364 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $560 | $0 | $560 | 23.00% |
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 | 145 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 145 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 145 | $911K |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 145 | $903K |
| Vision | VISION SERVICE PLAN | 66 | $9K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $9K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 27 | $5K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $13K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 145 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.