| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $42K | $12 | $42K | 0.79% |
| CONDUENT HR CONSULTING LLC3 Filed as: CONDUENT HR CONSULTING, LLC | PO BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN INC | $25K | $0 | $25K | 0.48% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $11K | $3 | $11K | 0.81% |
| CONDUENT HR CONSULTING LLC3 | PO BOX 202617 DALLAS, TX 75320 | KAISER FOUNDATION HEALTH PLAN INC | $4K | $0 | $4K | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST SIXTH FLOOR SAN DIEGO, CA 92101 | ARAG INSURANCE COMPANY | $13K | $0 | $13K | 7.53% |
| BUCK GLOBAL LLC3 | BOX 207640 DALLAS, TX 75320 | ARAG INSURANCE COMPANY | $2K | $0 | $2K | 1.24% |
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 | 3,705 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 50 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 39 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,794 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 1,040 | $6.7M |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,705 | $1.2M |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,705 | $384K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 1,040 | $6.7M |
| Other(3 contracts, 3 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 9,067 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,067 | — |
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.