| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD STE 1000 WALNUT CREEK, CA 94596 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $88K | $6K | $94K | 16.03% |
| 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 | $347 | $347 | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD STE 1000 WALNUT CREEK, CA 94596 | RELIANCE STANDRAD LIFE INSURANCE COMPANY | $46K | $3K | $48K | 15.85% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $0 | $7K | 7.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD STE 1000 WALNUT CREEK, CA 94596 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $0 | $8K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD STE 1000 WALNUT CREEK, CA 94596 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $757 | $8K | 16.57% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD STE 1000 WALNUT CREEK, CA 94596 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 14.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $2K | $0 | $2K | 7.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 N CALIFORNIA BLVD STE 400 WALNUT CREEK, CA 94596 | METLIFE LEGAL PLANS | $664 | $0 | $664 | 2.51% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | METLIFE LEGAL PLANS | $0 | $329 | $329 | 1.25% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 511398 LOS ANGELES, CA 90051 | METLIFE LEGAL PLANS | $0 | $93 | $93 | 0.35% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY AUSTIN, TX 78746 | METLIFE LEGAL PLANS | $0 | $55 | $55 | 0.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE INC | 2121 N CALIFORNIA ST STE 1000 WALNUT CREEK, CA 94596 | METLIFE LEGAL PLANS | $0 | $55 | $55 | 0.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METLIFE LEGAL PLANS | $0 | $2 | $2 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA ST STE 1000 SAN FRANCISCO, CA 94596 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $66 | $66 | 0.93% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MATRIX ABSENCE MANAGEMENT, INC. EIN 77-0493584 NONE | Claims processing Service code 12 | — | $26K |
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 | 734 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 30 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 777 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 525 | $400K |
| Vision | VISION SERVICE PLAN | 590 | $149K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 719 | $584K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 115 | $88K |
| Long-term disability | RELIANCE STANDRAD LIFE INSURANCE COMPANY | 706 | $304K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 58 | $341K |
| Other(10 contracts, 8 carriers) | MODERN HEALTH | 734 | $352K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 734 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.