| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | P.O. BOX 39000 SAN FRANCISCO, CA 94139 | AETNA LIFE INSURANCE CO. | $567K | $0 | $567K | 2.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SERVICES USA INC DE | P.O. BOX 39000 SAN FRANCISCO, CA 94139 | AETNA LIFE INSURANCE CO. | $58K | $0 | $58K | 0.21% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD. STE 600 TORRANCE, CA 90503 | METROPOLITAN LIFE INSURANCE COMPANY | $216K | $60 | $216K | 5.01% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1018 W 9TH AVE STE100 KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $57K | $57K | 1.31% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD. STE 600 TORRANCE, CA 90503 | METROPOLITAN LIFE INSURANCE COMPANY | $149K | $60 | $149K | 5.66% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1018 W 9TH AVE SUITE 100 KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $35K | $35K | 1.32% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | P.O. BOX 39000 SAN FRANCISCO, CA 94139 | VISION SERVICE PLAN | $37K | $0 | $37K | 5.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SERVICES USA | 600 HIGHWAY 169 SOUTH SUITE 1200 ST LOUIS PARK, MN 55426 | AETNA LIFE INSURANCE CO | $29K | $0 | $29K | 9.08% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD. STE 600 TORRANCE, CA 90503 | SAFEGUARD HEALTH PLANS INC, A CALIFORNIA CORPORATION | $3K | $60 | $3K | 3.62% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1018 W 9TH AVE STE 100 KING OF PRUSSIA, PA 19406 | SAFEGUARD HEALTH PLANS INC, A CALIFORNIA CORPORATION | $0 | $986 | $986 | 1.33% |
| HALL, JIMMY, HARRISON3 Filed as: HALL, JIMMY, HARRISION | 959 SKYWAY RD 2ND FLOOR SAN CARLOS, CA 94070 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 2.67% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 959 SKYWAY RD 2ND FLOOR SAN FRANCISCO, CA 94139 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 1.71% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 45 FREMONT STREET STE 800 SAN FRANCISCO, CA 94139 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $66 | $66 | 0.10% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 45 FREMONT STREET STE 800 SAN FRANCISCO, CA 94105 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $440 | $194 | $634 | 3.12% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FL SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $471 | $0 | $471 | 2.32% |
| FARMERS INSURANCE GROUP3 | CASH RECEIPTS BELLEVUE, WA 98005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $142 | $0 | $142 | 0.70% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 959 SKYWAY RD 2ND FLOOR SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $125 | $0 | $125 | 0.62% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD. STE 600 TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 6.57% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL, IN | 45 FREMONT STREET STE 800 SAN FRANCISCO, CA 94105 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $357 | $54 | $411 | 2.77% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD. STE 600 TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $248 | $0 | $248 | 1.67% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FLOOR SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $183 | $0 | $183 | 1.24% |
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 | 10,373 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 10,373 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 8,154 | $27.3M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 8,154 | $27.4M |
| Vision | VISION SERVICE PLAN | 3,913 | $745K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 10,373 | $4.3M |
| Long-term disability(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 9,969 | $2.8M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 9,969 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,373 | — |
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.