| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FL SAN DIEGO, CA 92101 | SHARP HEALTH PLAN | $70K | — | $70K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FL SAN DIEGO, CA 92101 | SIMNSA | $35K | — | $35K | 7.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FL SAN DIEGO, CA 92101 | UNITED CONCORDIA INSURANCE COMPANY | $12K | — | $12K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FL SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FL SAN DIEGO, CA 92101 | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | $2K | — | $2K | 9.97% |
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 | 930 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 938 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | SHARP HEALTH PLAN | 193 | $3.2M |
| Dental(3 contracts, 3 carriers) | SIMNSA | 205 | $635K |
| Vision | SHARP HEALTH PLAN | 193 | $1.4M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 929 | $37K |
| Prescription drug(3 contracts, 3 carriers) | SHARP HEALTH PLAN | 193 | $3.2M |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,242 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,242 | — |
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.