| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $142K | — | $142K | 3.41% |
| ARLENGROUP3 | 2121 N. CALIFORNIA BLVD. SUITE 1000 WALNUT CREEK, CA 94596 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | — | $3K | $3K | 0.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $74K | — | $74K | 2.54% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTHCARE OF CALIFORNIA | $54K | — | $54K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | VISION SERVICE PLAN | $2K | — | $2K | 1.72% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94996 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $5K | — | $5K | 4.54% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| ARLENGROUP3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | CONCERN EAP | $2K | — | $2K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $855 | — | $855 | 2.95% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | AETNA LIFE INSURANCE COMPANY | — | $187 | $187 | 0.65% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL, INC. | 200 EAST RANDOLPH, 12TH FLOOR CHICAGO, IL 60601 | FEDERAL INSURANCE COMPANY | $1K | — | $1K | 14.99% |
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 | 870 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 879 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 669 | $9.4M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,604 | $109K |
| Vision | VISION SERVICE PLAN | 724 | $131K |
| Prescription drug(4 contracts, 4 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 669 | $9.4M |
| Other(2 contracts, 2 carriers) | CONCERN EAP | 870 | $46K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,604 | — |
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.