| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | PO BOX 39000 DEP 133667 SAN FRANCISCO, CA 94139 | AETNA LIFE INSURANCE CO | $487K | $0 | $487K | 1.59% |
| USI INSURANCE SERVICES LLC3 | 1000 BURNETT AVE SUITE 330 CONCORD, CA 94520 | AETNA LIFE INSURANCE CO | $152K | $0 | $152K | 0.49% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD SUITE 600 TORRANCE, CA 90503 | METROPOLITAN LIFE INSURANCE COMPANY | $108K | $41 | $108K | 2.57% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $103K | $41 | $103K | 2.45% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVIVES NATIONAL INC | 1018 WEST 9TH AVE SUITE 100 KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $27K | $27K | 0.64% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $26K | $26K | 0.61% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD SUITE 600 TORRANCE, CA 90503 | METROPOLITAN LIFE INSURANCE COMPANY | $73K | $41 | $73K | 2.87% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES LLS | PO BOX 66119 VIRGINIA BEACH, VT 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $34K | $41 | $34K | 1.35% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1018 WEST 9TH AVE SUITE 100 KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $16K | $16K | 0.64% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $8K | $8K | 0.30% |
| FARMERS INSURANCE EXCHANGE3 | 6301 OWENSMOUTH AVE 7TH FLOOR WOODLAND HILLS, CA 91367 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 0.20% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | PO BOX 39000 SAN FRANCISCO, CA 94139 | VISION SERVICE PLAN | $41K | $0 | $41K | 5.84% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 600 HWY 169S SUITE 1200 ST LOUIS PARK, MN 55426 | AETNA LIFE INSURANCE CO | $23K | $0 | $23K | 7.63% |
| USI INSURANCE SERVICES LLC3 | 600 HWY 169S SUITE 1200 ST LOUIS PARK, MN 55426 | AETNA LIFE INSURANCE CO | $3K | $0 | $3K | 0.83% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD STE 600 TORRANCE, CA 90503 | SAGEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $2K | $41 | $2K | 2.76% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1018 W 9TH AVE STE 100 KING OF PRUSSIA, PA 19406 | SAGEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $636 | $636 | 0.96% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | SAGEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $557 | $41 | $598 | 0.90% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | SAGEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $199 | $199 | 0.30% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FL SAN CARLOS, CA 94070 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 3.22% |
| USI INSURANCE SERVICES LLC3 | 959 SKYWAY RD 2ND FL SAN CARLOS, CA 94070 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 2.18% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD 6TH FLOOR TORRANCE, CA 90503 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7 | $0 | $7 | 0.01% |
| USI INSURANCE SERVICES LLC3 | 45 FREMONT ST SUITE 800 SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $5 | $5 | 0.01% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD 6TH FLOOR TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 15.57% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD 6 TH FLOOR TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $239 | $0 | $239 | 1.72% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD. 2ND FL SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $148 | $0 | $148 | 1.07% |
| USI INSURANCE SERVICES LLC3 | 201 MISSION ST STE 1100 SAN FRANCISCO, CA 94105 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.13% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | 45 FREMONT STE 800 SAN FRANCISCO, CA 94105 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $250 | $0 | $250 | 1.99% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FL SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $209 | $0 | $209 | 1.67% |
| FARMERS INSURANCE GROUP3 | CASH RECEIPTS DEPT BELLEVUE, WA 98005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $142 | $0 | $142 | 1.13% |
| USI INSURANCE SERVICES LLC3 | 959 SKYWAY RD 2ND FL SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $125 | $0 | $125 | 1.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $4 | $4 | 0.03% |
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 | 9,204 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 9,204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 8,557 | $30.8M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 8,557 | $30.8M |
| Vision | VISION SERVICE PLAN | 3,689 | $707K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 9,204 | $4.2M |
| Long-term disability(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,776 | $2.6M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 8,776 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,204 | — |
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.