| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | THE HEALTH PLAN | $84K | $0 | $84K | 3.15% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN INC | $54K | $0 | $54K | 2.26% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $601 | $601 | 0.03% |
| TCS INSURANCE AGENCY INC3 | 101 LARKSPUR LANDING CIRCLE SUITE 116 LARKSPUR, CA 94939 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $43K | $13K | $56K | 2.62% |
| KORNREICH LIFE ASSOCIATES INC3 | 521 FIFTH AVENUE 12TH FLOOR NEW YORK, NY 10175 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $29K | $0 | $29K | 1.34% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $14K | $7K | $21K | 0.97% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 PLZ 2 250 PEHLE AVE W # 400 SADDLE BROOK, NJ 07663 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $5K | $5K | 0.25% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $87K | $25K | $112K | 9.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE COMPANY | $19K | $0 | $19K | 9.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $4K | $2K | $6K | 4.76% |
| 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 OF THE NORTHWEST | $2K | $0 | $2K | 2.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $3K | $0 | $3K | 3.41% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL OF CALIFORNIA | $796 | $0 | $796 | 3.16% |
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 | 1,774 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 21 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 37 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,832 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 8 carriers) | THE HEALTH PLAN | 1,780 | $5.6M |
| Dental(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 118 | $237K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,399 | $415K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,774 | $1.2M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,566 | $2.1M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,566 | $2.1M |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 299 | $2.7M |
| Other(4 contracts, 4 carriers) | THE HEALTH PLAN | 1,780 | $3.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,780 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.