| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 100 PINE STREET, 11TH FLOOR SAN FRANCISCO, CA 94111 | BLUE CROSS OF CALIFORNIA | $79K | — | $79K | 3.26% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $54K | — | $54K | 3.13% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | PRINCIPAL LIFE INSURANCE COMPANY | $11K | $7K | $18K | 8.38% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $11K | $2K | $13K | 13.64% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1620 FIFTH AVENUE SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $113 | — | $113 | 0.12% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92122 | AFLAC | $3K | — | $3K | 5.54% |
| JACQUELYN E. K. HOLDER3 Filed as: JACQUELYN E. HOLDER | 8220 UNIVERSITY AVENUE, SUITE 200 LA MESA, CA 91942 | AFLAC | $2K | $65 | $2K | 3.60% |
| JD HOLDER ENTERPRISES INC3 Filed as: JD HOLDER ENTERPRISES, INC. | 8220 UNIVERSITY AVENUE, SUITE 200 LA MESA, CA 91942 | AFLAC | $2K | $43 | $2K | 3.59% |
| VINCENT MARIO3 Filed as: VINCENT P. MARIO | 11948 WILMINGTON ROAD SAN DIEGO, CA 92128 | AFLAC | $2K | — | $2K | 3.23% |
| ANDREW R GRETHEL3 Filed as: ANDREW R. GRETHEL AND OTHER AGENTS | 600 S HIDDEN VALLEY ROAD, SUITE 150 CARLSBAD, CA 92011 | AFLAC | $1K | $176 | $2K | 3.22% |
| HEATHER SIEMS3 | 8220 UNIVERSITY AVENUE, SUITE 200 LA MESA, CA 91942 | AFLAC | $1K | $62 | $1K | 2.88% |
| BANZAI INSURANCE SOLUTIONS INC3 Filed as: BANZAI INSURANCE SOLUTIONS, INC. | 351 CALIFORNIA STREET, SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $454 | — | $454 | 0.94% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $2K | — | $2K | 4.26% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CALIFORNIA DENTAL NETWORK, INC. | $4K | — | $4K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HEALTH AND HUMAN RESOURCE CENTER | $1K | — | $1K | 5.00% |
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 | 468 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 29 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 500 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 350 | $4.2M |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 395 | $252K |
| Vision | VISION SERVICE PLAN | 297 | $37K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 468 | $94K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 468 | $94K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 350 | $4.2M |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 491 | $166K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 491 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.