| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVIVES, INC. | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN, INC. | $55K | $0 | $55K | 2.88% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | HARTFORD LIFE AND ACCIDENT | $83K | $0 | $83K | 8.68% |
| ALLIANT INSURANCE SERVICES, INC.3 | 227 WEST TRADE STREET, SUITE 1930 CHARLOTTE, NC 28202 | HARTFORD LIFE AND ACCIDENT | $0 | $48K | $48K | 5.03% |
| CHRISTA G AUFDEMBERG INC4 Filed as: CHRISTA G. AUFDEMBERG INC | 13102 BRITTANY WOODS DRIVE TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $4K | $0 | $4K | 8.48% |
| ALLIANT INSURANCE SERVICES, INC.4 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | $0 | $3K | 5.67% |
| MARSH & MCLENNAN AGENCY LLC4 Filed as: MARSH AND MCLENNAN AGENCY LLC | PO BOX 85638 SAN DIEGO, CA 92186 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $903 | $0 | $903 | 1.77% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $410 | $0 | $410 | 6.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30009 | DELAWARE AMERICAN LIFE INSURANCE COMPANY | $825 | $0 | $825 | 33.00% |
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 | 1,575 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 56 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 88 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,719 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 278 | $3.2M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 125 | $1.2M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 121 | $7K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,575 | $958K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 1,575 | $958K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 278 | $1.9M |
| Other(4 contracts, 4 carriers) | HARTFORD LIFE AND ACCIDENT | 3,112 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,112 | — |
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.