| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 333 S HOPE STREET SUITE 3750 LOS ANGELES, CA 90071 | BLUE CROSS OF CALIFORNIA | $159K | $527 | $159K | 3.47% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $39K | $0 | $39K | 3.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | DELTA DENTAL OF CALIFORNIA | $21K | $0 | $21K | 3.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 333 S HOPE STREET SUITE 3750 LOS ANGELES, CA 90071 | UNICARE LIFE AND HEALTH INSURANCE COMPANY | $48K | $0 | $48K | 10.71% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $49K | $7K | $55K | 13.95% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $3K | $0 | $3K | 2.52% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | CONCERN EAP | $1K | $0 | $1K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92102 | FOUR EVER LIFE INSURANCE COMPANY | $952 | $0 | $952 | 10.00% |
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 | 441 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 448 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 475 | $7.4M |
| Dental | DELTA DENTAL OF CALIFORNIA | 1,088 | $606K |
| Vision | VISION SERVICE PLAN | 415 | $106K |
| Life insurance(2 contracts, 2 carriers) | UNICARE LIFE AND HEALTH INSURANCE COMPANY | 436 | $840K |
| Short-term disability | UNICARE LIFE AND HEALTH INSURANCE COMPANY | 0 | $444K |
| Long-term disability | UNICARE LIFE AND HEALTH INSURANCE COMPANY | 0 | $444K |
| Prescription drug(4 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 475 | $7.4M |
| Other(5 contracts, 5 carriers) | UNICARE LIFE AND HEALTH INSURANCE COMPANY | 441 | $870K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,088 | — |
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.