| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 | 1000 BURNETT AVE SUITE 330 CONCORD, CA 94520 | AETNA LIFE INSURANCE COMPANY | $596K | $0 | $596K | 1.98% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $200K | $31 | $200K | 5.01% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $52K | $52K | 1.30% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1787 SENTRY PKWY W STE 300 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 0.11% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4K | $4K | 0.10% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $268K | $31 | $268K | 15.41% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $32K | $32K | 1.86% |
| FARMERS INSURANCE EXCHANGE0 | 6301 OWENSMOUTH AVENUE, 7TH FLOOR WOODLAND HILLS, CA 91367 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 0.29% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1787 SENTRY PKWY W STE 300 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 0.16% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.09% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | PO BOX 66119 VIRGINIA BEACH, VA 23466 | VISION SERVICE PLAN | $19K | $0 | $19K | 2.89% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | PO BOX 39000 SAN FRANCISCO, CA 94139 | VISION SERVICE PLAN | $14K | $0 | $14K | 2.11% |
| USI INSURANCE SERVICES LLC3 | 8000 NORMAN CENTER DR STE 400 BLOOMINGTON, MN 55437 | AETNA LIFE INSURANCE COMPANY | $30K | $0 | $30K | 9.94% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $2K | $31 | $2K | 3.57% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $686 | $686 | 1.24% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 1787 SENTRY PKWY W STE 300 BLUE BELL, PA 19422 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $113 | $113 | 0.20% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $59 | $59 | 0.11% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FLO SAN CARLOS, CA 94070 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 2.72% |
| USI INSURANCE SERVICES LLC3 | 201 MISSION ST SUITE 100 SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $823 | $0 | $823 | 1.78% |
| USI INSURANCE SERVICES LLC3 | 201 MISSION ST SUITE 1100 SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $96 | $0 | $96 | 0.21% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD 6TH FLOOR TORRANCE, CA 90503 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7 | $0 | $7 | 0.02% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD 6TH FLOOR TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 6.75% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD 6TH FLOOR TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $686 | $0 | $686 | 5.20% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FL SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $119 | $0 | $119 | 0.90% |
| USI INSURANCE SERVICES LLC3 | 201 MISSION ST STE 1100 SAN FRANCISCO, CA 94105 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $277 | $0 | $277 | 2.82% |
| FARMERS INSURANCE GROUP3 | FARMERS INSURANCE GROUP ATTN CASH RECEIPTS BELLEVUE, WA 98005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $142 | $0 | $142 | 1.45% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FLO SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $133 | $0 | $133 | 1.35% |
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 | 8,729 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 8,729 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 7,501 | $30.1M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 7,501 | $30.1M |
| Vision | VISION SERVICE PLAN | 3,533 | $663K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,729 | $4.0M |
| Long-term disability(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,408 | $1.8M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 8,408 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,729 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.