| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONDUENT HR CONSULTING LLC3 | PO BOX 207640 DALLAS, TX 753207640 | KAISER FOUNDATION HEALTH PLAN, INC. | $105K | — | $105K | 1.88% |
| CONDUENT HR CONSULTING LLC3 | PO BOX 207640 DALLAS, TX 753207640 | KAISER FOUNDATION HEALTH PLAN INC | $46K | — | $46K | 1.54% |
| BUCK GLOBAL LLC3 | PO BOX 202617 DALLAS, TX 753202617 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $12K | $31K | 3.86% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | PO BOX 101162 PASADENA, CA 91189 | METROPOLITAN LIFE INSURANCE COMPANY | -$8K | -$1K | -$9K | -1.13% |
| BUCK GLOBAL LLC3 | PO BOX 202617 DALLAS, TX 753202617 | METROPOLITAN LIFE INSURANCE COMPANY | $129K | $4K | $133K | 33.95% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | PO BOX 101162 PASADENA, CA 91189 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $898 | $9K | 2.30% |
| BUCK GLOBAL LLC3 | PO BOX 202617 DALLAS, TX 753202617 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $5K | $3K | $8K | 2.88% |
| BUCK GLOBAL LLC3 | PO BOX 202617 DALLAS, TX 753202617 | METROPOLITAN LIFE INSURANCE COMPANY | $63K | $2K | $66K | 29.76% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | PO BOX 101162 PASADENA, CA 91189 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $571 | $5K | 2.42% |
| BUCK GLOBAL LLC3 | PO BOX 202617 DALLAS, TX 753202617 | METROPOLITAN LIFE INSURANCE COMPANY | $82K | $2K | $85K | 49.28% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 LIBERTY STREET, 7TH FLOOR NEW YORK, NY 10281 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $5K | — | $5K | 20.00% |
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 | 10,042 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 153 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,195 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,974 | $10.8M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 10,042 | $796K |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 10,072 | $904K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,072 | — |
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.