| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE CO. | $39K | $1K | $40K | 7.40% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INUSRANCE SERVICES, INC. | 2121 N.CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | AETNA HEALTH, INC. | $29K | $4K | $34K | 6.87% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $43 | $8K | 5.41% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.53% |
| DENTAL MARKETS INC3 Filed as: DENTAL MARKETS, INC. | 2595 BATON DRIVE, SUITE 14 RENO, NV 89521 | METROPOLITAN LIFE INSURANCE COMPANY | $811 | — | $811 | 0.56% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | VISION SERVICE PLAN | $869 | — | $869 | 6.52% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | CLAREMONT | $508 | — | $508 | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $252 | — | $252 | 3.94% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $89 | $89 | 1.39% |
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 | 140 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 143 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 139 | $1.7M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 333 | $150K |
| Vision | VISION SERVICE PLAN | 137 | $13K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 333 | $144K |
| Short-term disability | AETNA LIFE INSURANCE CO. | 139 | $547K |
| Long-term disability | AETNA LIFE INSURANCE CO. | 139 | $547K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 103 | $1.2M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 333 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 333 | — |
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.