| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | KAISER FOUNDATION HEALTH PLAN INC | $130K | — | $130K | 3.74% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $109K | — | $109K | 5.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | CIGNA HEALTHCARE OF CALIFORNIA | $63K | — | $63K | 3.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $18K | $3K | $21K | 11.71% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | — | $16K | 15.10% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 S HOPE ST, STE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $892 | $15K | 17.84% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 10.00% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | P.O. BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $993 | $993 | 1.62% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 10.00% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | P.O. BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $227 | $227 | 1.10% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $442 | $3K | 16.38% |
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 | 637 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 638 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 899 | $7.1M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 899 | $1.8M |
| Vision | VISION SERVICE PLAN | 346 | $56K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 760 | $176K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 249 | $61K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 899 | $7.1M |
| Other(5 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 647 | $237K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 899 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.