| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 100 PINE STREET 11TH FLOOR SAN FRANCISCO, CA 94111 | AETNA HEALTH, INC. | $19K | — | $19K | 2.00% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 225 WEST SANTA CLARA STREET SUITE 1150 SAN JOSE, CA 95113 | AETNA HEALTH, INC. | $10K | — | $10K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 100 PINE STREET 11TH FLOOR SAN FRANCISCO, CA 94111 | AETNA HEALTH, INC. | — | $7K | $7K | 0.75% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES, INC | 738 NORTH FIRST STREET SUITE 202 SAN JOSE, CA 95112 | AETNA HEALTH, INC. | $6K | — | $6K | 0.66% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 225 WEST SANTA CLARA STREET SUITE 1150 SAN JOSE, CA 95113 | AETNA HEALTH, INC. | — | $2K | $2K | 0.19% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 225 WEST SANTA CLARA STREET SUITE 1150 SAN JOSE, CA 95113 | AETNA HEALTH, INC. | — | -$2K | -$2K | -0.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 100 PINE STREET 11TH FLOOR SAN FRANCISCO, CA 94111 | AETNA LIFE INSURANCE CO. | $14K | — | $14K | 2.08% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 225 WEST SANTA CLARA STREET SUITE 1150 SAN JOSE, CA 95113 | AETNA LIFE INSURANCE CO. | $8K | — | $8K | 1.14% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES, INC | 738 NORTH FIRST STREET SUITE 202 SAN JOSE, CA 95112 | AETNA LIFE INSURANCE CO. | $4K | — | $4K | 0.66% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 225 WEST SANTA CLARA STREET SUITE 1150 SAN JOSE, CA 95113 | AETNA LIFE INSURANCE CO. | — | $1K | $1K | 0.19% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 225 WEST SANTA CLARA STREET SUITE 1150 SAN JOSE, CA 95113 | AETNA LIFE INSURANCE CO. | — | -$125 | -$125 | -0.02% |
| AON CONSULTING INC3 Filed as: AON HEWITT | 29840 NETWORK PLACE CHICAGO, IL 60673 | EYEMED VISION CARE | $305 | — | $305 | 3.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 701 B STREET SAN DIEGO, CA 92101 | EYEMED VISION CARE | $286 | — | $286 | 2.95% |
| FILICE INSURANCE AGENCY3 | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | EYEMED VISION CARE | $97 | — | $97 | 1.00% |
| FILICE INSURANCE AGENCY3 | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | EYEMED VISION CARE | $2 | — | $2 | 0.02% |
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 | 124 | 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) | 124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 227 | $674K |
| Dental | AETNA LIFE INSURANCE CO. | 227 | $674K |
| Vision | EYEMED VISION CARE | 223 | $10K |
| Life insurance | AETNA LIFE INSURANCE CO. | 227 | $674K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 8 | $4K |
| Other | AETNA LIFE INSURANCE CO. | 227 | $674K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 227 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.