| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 5 TRIAD CENTER SUITE 525 SALT LAKE CITY, UT 84180 | STANDARD INSURANCE COMPANY | $31K | — | $31K | 0.50% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 5 TRIAD CENTER SUITE 525 SALT LAKE CITY, UT 84180 | STANDARD INSURANCE COMPANY | $23K | — | $23K | 0.74% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | $156K | $22K | $178K | 16.00% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $11K | $13K | 1.15% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $277 | $277 | 0.02% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | $252K | $17K | $268K | 32.57% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $42K | $43K | 5.27% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $199 | $199 | 0.02% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | 897 12TH STREET HAMMONTON, NJ 08037 | ARAG INSURANCE COMPANY | $279K | — | $279K | 54.99% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 5 TRIAD CENTER SUITE 525 SALT LAKE CITY, UT 84180 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 0.47% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | $140K | $10K | $149K | 30.81% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $723 | $25K | $25K | 5.23% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $118 | $118 | 0.02% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 5 TRIAD CENTER SUITE 525 SALT LAKE CITY, UT 84180 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 0.74% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 1166 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | ACE AMERICAN INSURANCE COMPANY | $21K | — | $21K | 20.00% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | 897 12TH STREET HAMMONTON, NJ 08037 | ARAG INSURANCE COMPANY | $21K | — | $21K | 55.12% |
| AON CONSULTING INC3 Filed as: AON CONSULTING AND INSURANCE SVCS | 29840 NETWORK PL CHICAGO, IL 600731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $112 | $112 | 4.40% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $88 | $88 | 3.46% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $10 | — | $10 | 0.39% |
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 | 7,072 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 117 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,189 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 13,373 | $25.8M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 78 | $1.2M |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 78 | $101K |
| Life insurance(2 contracts) | STANDARD INSURANCE COMPANY | 6,750 | $6.8M |
| Long-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 6,756 | $3.4M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,394 | $20.9M |
| Other(10 contracts, 5 carriers) | STANDARD INSURANCE COMPANY | 9,054 | $10.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,373 | — |
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.