| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 5664 PRAIRE CREEK DRIVE SUITE 100 SAN JOSE, CA 95119 | AETNA LIFE INSURANCE COMPANY | $103K | $24K | $127K | 2.48% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92102 | AETNA LIFE INSURANCE COMPANY | $52K | $0 | $52K | 1.02% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 5664 PRAIRE CREEK DRIVE SE CALEDONIA, MI 49316 | KAISER FOUNDATION HEALTH PLAN INC | $10K | $0 | $10K | 1.72% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92102 | KAISER FOUNDATION HEALTH PLAN INC | $7K | $0 | $7K | 1.23% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 175 BERNAL RD SUITE 100 SAN JOSE, CA 95119 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $12K | $0 | $12K | 3.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA ST STE 1000 SAN FRANCISCO, CA 94596 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $8K | $0 | $8K | 2.01% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $96 | $96 | 0.03% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE USA | 122 SOUTH MICHIGAN AVENUE STE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $14 | $14 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 175 BERNAL RD SUITE 100 SAN JOSE, CA 95119 | SUTTER HEALTH AND AETNA INSURANCE | $36K | $0 | $36K | 18.09% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | SUTTER HEALTH AND AETNA INSURANCE | $2K | $0 | $2K | 0.98% |
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 | 480 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 482 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 758 | $6.4M |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 480 | $377K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 480 | $377K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 480 | $377K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 92 | $476K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 480 | $377K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 758 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.