| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN INC. | $256K | — | $256K | 0.36% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 155 N WACKER DR CHICAGO, IL 606061710 | KAISER FOUNDATION HEALTH PLAN INC. | $170K | — | $170K | 0.24% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $264K | $264K | 3.09% |
| CHILD HEALTH CORP OF AMERICA3 | 16011 COLLEGE BLVD STE 250 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | $100K | $109K | $208K | 2.44% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $103K | $103K | 3.06% |
| CHILD HEALTH CORP OF AMERICA3 | 16011 COLLEGE BLVD STE 250 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | $40K | $43K | $83K | 2.49% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $24K | — | $24K | 1.03% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | DELTA DENTAL OF CALIFORNIA | $116K | — | $116K | 6.67% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | DELTA DENTAL OF CALIFORNIA | $43K | — | $43K | 2.47% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | PO BOX 419623 BOSTON, MA 02241 | METLIFE LEGAL PLANS | $37K | — | $37K | 4.99% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | PO BOX 310502 DES MOINES, IA 50331 | METLIFE LEGAL PLANS | $23K | — | $23K | 3.13% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF NEVADA | PO BOX 743171 LOS ANGELES, CA 90074 | METLIFE LEGAL PLANS | $15K | — | $15K | 2.09% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF NEVADA | 12520 HIGH BLUFF DRIVE SUITE 240 SAN DIEGO, CA 92130 | METLIFE LEGAL PLANS | $10K | — | $10K | 1.41% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER H&B ADMINISTRATION, LLC | PO BOX 310502 DES MOINES, IA 50331 | METLIFE LEGAL PLANS | — | $5K | $5K | 0.74% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAM INC. | UNIVERS WORKPLACE SOLUTIONS 897 12TH STREET HAMMONTON, NJ 08037 | METLIFE LEGAL PLANS | — | $5K | $5K | 0.62% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS NEVADA | 975 KELLY JOHNSON DRIVE #100 LAS VEGAS, NV 89119 | METLIFE LEGAL PLANS | — | $2K | $2K | 0.26% |
| CHILD HEALTH CORP OF AMERICA3 | 16011 COLLEGE BLVD STE 250 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | — | $9K | $9K | 1.23% |
| CHILD HEALTH CORP OF AMERICA3 | 16011 COLLEGE BLVD. STE 250 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | — | $3K | $3K | 1.21% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | DELTA DENTAL OF CALIFORNIA | $6K | — | $6K | 2.33% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 0.78% |
| AMA INS AGENCY INC3 Filed as: AMA INS AGENCY | 330 N WABASH AVE STE 39300 CHICAGO, IL 60611 | STANDARD INSURANCE COMPANY | — | $39K | $39K | 27.30% |
| PROFESSIONAL BNFT CONSULTANTS3 | 7525 SE 24TH ST STE 350 MERCER ISLAND, WA 98040 | STANDARD INSURANCE COMPANY | $11K | $3K | $13K | 9.33% |
| PROFESSIONAL BNFT CONSULTANTS3 | 7525 SE 24TH ST STE 350 MERCER ISLAND, WA 98040 | STANDARD INSURANCE COMPANY | — | $8K | $8K | 5.96% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | VISION SERVICE PLAN | $58 | — | $58 | 0.09% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | DELTA DENTAL OF CALIFORNIA | $3K | — | $3K | 8.59% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | DELTA DENTAL OF CALIFORNIA | $20 | — | $20 | 15.15% |
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 | 21,347 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 87 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 21,434 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 11,260 | $70.8M |
| Dental(4 contracts) | DELTA DENTAL OF CALIFORNIA | 38,582 | $2.0M |
| Vision(2 contracts) | VISION SERVICE PLAN | 13,993 | $2.4M |
| Life insurance(2 contracts) | HARTFORD LIFE AND ACCIDENT | 20,693 | $11.9M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 14,387 | $3.4M |
| Long-term disability(3 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 20,693 | $12.0M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 11,260 | $70.8M |
| Other(6 contracts, 3 carriers) | METLIFE LEGAL PLANS | 20,985 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 38,582 | — |
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.