| 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. | $334K | — | $334K | 0.43% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 155 N WACKER DR CHICAGO, IL 606061710 | KAISER FOUNDATION HEALTH PLAN INC. | $150K | — | $150K | 0.20% |
| CHILD HEALTH CORP OF AMERICA3 | 16011 COLLEGE BLVD STE 250 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | $203K | $215K | $418K | 3.38% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $369K | $369K | 2.98% |
| CHILD HEALTH CORP OF AMERICA3 | 16011 COLLEGE BLVD STE 250 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | $93K | $92K | $185K | 3.33% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $148K | $148K | 2.66% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $30K | — | $30K | 1.09% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 606740001 | VISION SERVICE PLAN | $11K | — | $11K | 1.17% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCCLENNAN AGENCY LLC | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $19K | $19K | 2.53% |
| CHILD HEALTH CORP OF AMERICA3 | 16011 COLLEGE BLVD STE 250 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | — | $8K | $8K | 1.12% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE OF NEVADA | PO BOX 743171 LOS ANGELES, CA 90074 | METLIFE LEGAL PLANS | $72K | $661 | $72K | 12.65% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS | PO BOX 310502 DES MOINES, IA 503310502 | METLIFE LEGAL PLANS | $12K | — | $12K | 2.11% |
| 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 | — | $8K | $8K | 1.42% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | DELTA DENTAL OF CALIFORNIA | $7K | — | $7K | 2.37% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 0.63% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCCLENNAN AGENCY LLC | 2300 RENAISSANCE BLVD. KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $7K | $7K | 2.51% |
| CHILD HEALTH CORP OF AMERICA3 | 16011 COLLEGE BLVD. STE 250 LENEXA, KS 66219 | HARTFORD LIFE AND ACCIDENT | — | $3K | $3K | 1.09% |
| AMA INS AGENCY INC3 Filed as: AMA INS AGENCY | 330 N WABASH AVE STE 39300 CHICAGO, IL 60611 | STANDARD INSURANCE COMPANY | — | $30K | $30K | 21.09% |
| HEALTH PROFESSIONALS INS3 | 3131 CAMINO DEL RIO N #310 SAN DIEGO, CA 92108 | STANDARD INSURANCE COMPANY | $11K | — | $11K | 7.50% |
| AMA INS AGENCY INC3 Filed as: AMA INS AGENCY | 330 N WABASH AVE STE 39300 CHICAGO, IL 60611 | STANDARD INSURANCE COMPANY | — | $3K | $3K | 2.34% |
| PROFESSIONAL BNFT CONSULTANTS3 | 7525 SE 24TH ST STE 350 MERCER ISLAND, WA 98040 | STANDARD INSURANCE COMPANY | — | $3K | $3K | 1.80% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | DELTA DENTAL OF CALIFORNIA | $134K | — | $134K | — |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | DELTA DENTAL OF CALIFORNIA | $47K | — | $47K | — |
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 | 27,078 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 98 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 27,176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 11,530 | $76.9M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 43,340 | $295K |
| Vision(2 contracts) | VISION SERVICE PLAN | 17,543 | $3.7M |
| Life insurance(2 contracts) | HARTFORD LIFE AND ACCIDENT | 23,673 | $17.9M |
| Short-term disability(2 contracts) | HARTFORD LIFE AND ACCIDENT | 23,673 | $17.9M |
| Long-term disability(3 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 23,673 | $18.1M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 11,530 | $76.9M |
| Other(5 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 18,028 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 43,340 | — |
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.