| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1125 SANTUARY PARKWAY, SUITE 300 ALPHRETTA, GA 30009 | BLUE CROSS OF CALIFORNIA | $14K | $809 | $15K | 1.58% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARWAY, SUITE 1950 ATLANTA, GA 30339 | BLUE CROSS OF CALIFORNIA | $14K | $0 | $14K | 1.51% |
| DIGITAL INSURANCE LLC3 | 1660 OLYMPIC BOULEVARD, UNIT 201 WALNUT CREEK, CA 94596 | DELTA DENTAL OF CALIFORNIA | $2K | $0 | $2K | 1.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | UNKNOWN SUNNYVALE, CA 94089 | DELTA DENTAL OF CALIFORNIA | $999 | $0 | $999 | 1.02% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARWAY, SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $0 | $2K | 1.61% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET, SUITE 600 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | $30 | $1K | 1.16% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARWAY SE, SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN INC | $1K | $0 | $1K | 1.69% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN INC | $888 | $0 | $888 | 1.10% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $51 | $51 | 0.06% |
| ENROLLEASE3 Filed as: ONE DIGITAL | 200 GALLERIA PARWAY ATLANTA, GA 30339 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $886 | $0 | $886 | 5.82% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $643 | $0 | $643 | 4.23% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARWAY, SUITE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $973 | $261 | $1K | 10.47% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CO 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $478 | $72 | $550 | 4.67% |
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 | 172 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 173 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 159 | $1.1M |
| Dental | DELTA DENTAL OF CALIFORNIA | 232 | $98K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 207 | $15K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 172 | $12K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 172 | $12K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 159 | $1.1M |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 172 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 232 | — |
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.