| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | BLUE CROSS OF CALIFORNIA | $266K | $8K | $274K | 3.61% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN INC | $82K | $0 | $82K | 3.46% |
| 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 | $2K | $2K | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL OF CALIFORNIA | $37K | $0 | $37K | 3.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWAY STE 300 ALPHARETTA, GA 30009 | UNICARE LIFE AND HEALTH INSURANCE COMPANY | $59K | $9K | $69K | 8.90% |
| 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 | $14K | $101K | 13.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $5K | $0 | $5K | 3.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | CONCERN EAP | $1K | $0 | $1K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | $850 | $0 | $850 | 15.00% |
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 | 667 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 36 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 708 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 730 | $12.2M |
| Dental | DELTA DENTAL OF CALIFORNIA | 1,518 | $1.0M |
| Vision | VISION SERVICE PLAN | 573 | $159K |
| Life insurance(2 contracts, 2 carriers) | UNICARE LIFE AND HEALTH INSURANCE COMPANY | 655 | $1.5M |
| Short-term disability | UNICARE LIFE AND HEALTH INSURANCE COMPANY | 0 | $771K |
| Long-term disability | UNICARE LIFE AND HEALTH INSURANCE COMPANY | 0 | $771K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 730 | $12.2M |
| Other(5 contracts, 5 carriers) | UNICARE LIFE AND HEALTH INSURANCE COMPANY | 655 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,518 | — |
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.