| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 921018156 | CALIFORNIA PHYSICIANS' SERVICE | $0 | $71K | $71K | 6.42% |
| 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 | $616 | $616 | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | ARMADACARE | $4K | $0 | $4K | 1.87% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $0 | $5K | 4.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD STE 1000 WALNUT CREEK, CA 94596 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $13K | $0 | $13K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 921018156 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 1.57% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $24 | $24 | 0.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $922 | $0 | $922 | 6.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | — | CLAREMONT EAP | $373 | $0 | $373 | 4.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $156 | $0 | $156 | 4.09% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $51 | $51 | 1.34% |
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 | 115 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 36 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 92 | $2.0M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 256 | $123K |
| Vision | VISION SERVICE PLAN | 97 | $14K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 116 | $89K |
| Short-term disability | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 116 | $89K |
| Long-term disability | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 116 | $89K |
| Prescription drug(3 contracts, 3 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 92 | $2.0M |
| Other(2 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 128 | $97K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 256 | — |
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.