| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $34K | — | $34K | 2.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | SHARP HEALTH PLAN | $43K | — | $43K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | DELTA DENTAL OF CALIFORNIA | $3K | — | $3K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $3K | $9K | 21.69% |
| SOURCEWELL3 | PO BOX 219 STAPLES, MN 56479 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $807 | $807 | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $2K | $5K | 16.62% |
| SOURCEWELL3 | PO BOX 219 STAPLES, MN 56479 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $607 | $607 | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | DELTA DENTAL OF CALIFORNIA | $505 | — | $505 | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $481 | — | $481 | 2.00% |
| COLONIAL LIFE & ACCIDENT3 Filed as: COLONIAL - SEE ATTACHMENT | PO BOX 1365 COLUMBIA, SC 29202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $151 | $4K | 19.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $1K | $4K | 22.26% |
| SOURCEWELL3 | PO BOX 219 STAPLES, MN 56479 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $370 | $370 | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $70 | $37 | $107 | 22.77% |
| SOURCEWELL3 | PO BOX 219 STAPLES, MN 56479 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $9 | $9 | 1.91% |
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 | 323 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 325 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 206 | $3.1M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 249 | $169K |
| Vision(2 contracts, 2 carriers) | SHARP HEALTH PLAN | 296 | $1.5M |
| Life insurance(4 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 337 | $68K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 20 | $19K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 337 | $40K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 206 | $3.1M |
| Other(6 contracts, 5 carriers) | SHARP HEALTH PLAN | 419 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 419 | — |
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.