| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CALIFORNIA PHYSICIANS SERVICE | $72K | — | $72K | 2.26% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | CALIFORNIA PHYSICIANS SERVICE | — | $38K | $38K | 1.20% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN INC | $27K | — | $27K | 2.52% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC | $14K | — | $14K | 1.29% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $20K | — | $20K | 8.23% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $6K | $7K | $12K | 5.11% |
| COMPSYCH5 | 455 N CITYFRONT PLAZA DR, 13TH FL CHICAGO, IL 90611 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $4K | $4K | 1.54% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | EYEMED VISION CARE | $2K | — | $2K | 5.83% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | EYEMED VISION CARE | $1K | — | $1K | 4.14% |
| FLEXVISION - MD3 | 15400 CALHOUN DR. STE. 125 ROCKVILLE, MD 20855 | EYEMED VISION CARE | $670 | — | $670 | 2.31% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | DELTA DENTAL OF CALIFORNIA | $312 | — | $312 | 2.30% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | DELTA DENTAL OF CALIFORNIA | $229 | — | $229 | 1.69% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | DELTA DENTAL OF CALIFORNIA | $6K | — | $6K | 58.15% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | DELTA DENTAL OF CALIFORNIA | $5K | — | $5K | 41.85% |
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 | 358 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 362 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 301 | $4.3M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 429 | $24K |
| Vision | EYEMED VISION CARE | 359 | $29K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,095 | $241K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,095 | $241K |
| Prescription drug(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 301 | $4.3M |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,095 | $241K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,095 | — |
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.