| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $77K | $0 | $77K | 4.99% |
| BEERE & PURVES INC3 Filed as: BEERE AND PURVES INC | 500 YGNAVIO VALLEY ROAD WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $32K | $0 | $32K | 2.09% |
| BEERE & PURVES INC3 Filed as: BEERE AND PURVES INC | 1350 TREAT BLVD STE 470 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $22K | $0 | $22K | 1.41% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | AETNA HEALTH, INC. | $39K | $0 | $39K | 5.05% |
| BEERE & PURVES INC3 Filed as: BEERE AND PURVES INC | 500 YGNAVIO VALLEY ROAD WALNUT CREEK, CA 94596 | AETNA HEALTH, INC. | $16K | $0 | $16K | 2.05% |
| BEERE & PURVES INC3 Filed as: BEERE AND PURVES INC | 1350 TREAT BLVD STE 470 WALNUT CREEK, CA 94596 | AETNA HEALTH, INC. | $12K | $0 | $12K | 1.48% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $26K | $55 | $26K | 7.84% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4K | $4K | 1.22% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN INC | $10K | $0 | $10K | 3.30% |
| 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 | $308 | $308 | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $3K | $0 | $3K | 4.79% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FLOOR 6 SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $110 | $2K | 15.92% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $156 | $156 | 1.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3270 INLAND EMPIRE BOULEVARD ONTARIO, CA 91764 | MAGELLAN HEALTHCARE INC. | $352 | $0 | $352 | 4.44% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $773 | $120 | $893 | 11.56% |
| 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 | 0.71% |
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 | 98 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 12 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 135 | $1.8M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 283 | $329K |
| Vision | VISION SERVICE PLAN | 105 | $56K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 283 | $329K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 283 | $329K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 20 | $296K |
| Other(4 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 283 | $356K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 283 | — |
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.