| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 | 1000 BURNETT AVE STE 330 CONCORD, CA 94520 | AETNA LIFE INSURANCE CO. | $111K | $0 | $111K | 0.52% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $226K | $67K | $293K | 6.47% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62939 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $156 | $156 | 0.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $179K | $27K | $205K | 11.69% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62939 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $60 | $60 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP SE | 40 WALL ST STE 1304 NEW YORK, NY 10005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $141K | $33K | $174K | 14.71% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD. 6TH FLOOR TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $101K | $64K | $164K | 13.86% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $64K | $64K | 5.42% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP NE | 55 BROADWAY SUITE 701 NEW YORK, NY 10006 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $42K | $42K | 3.56% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $16K | $39K | 8.46% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62939 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $16 | $16 | 0.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $31K | $3K | $34K | 14.97% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62939 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $8 | $8 | 0.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $3K | $8K | 7.71% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62939 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4 | $4 | 0.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $662 | $8K | 14.93% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62939 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2 | $2 | 0.00% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD 6TH FLOOR TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $3K | $9K | 17.85% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP SE | 40 WALL ST. STE 1304 NEW YORK, NY 10005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $536 | $4K | 7.44% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FLOOR SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 5.06% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES | 1250 CAPITAL OF TEXAS HWY INC BLDG 2 STE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $727 | $727 | 1.53% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP NE | 55 BROADWAY SUITE 701 NEW YORK, NY 10006 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | -$624 | -$624 | -1.31% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATOIN | $2K | $7K | $9K | 19.03% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62939 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATOIN | $0 | $2 | $2 | 0.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $378 | $4K | 15.19% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $154 | $1K | 15.60% |
| USI INSURANCE SERVICES LLC3 | 201 MISSION ST STE1100 SAN FRANCISCO, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $115 | $0 | $115 | 2.41% |
| USI INSURANCE SERVICES LLC3 | 575 MARKET STREET SUITE 3750 SAN FRANCISCO, CA 94105 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.90% |
| HALL, JIMMY, HARRISON3 | 959 SKYWAY RD 2ND FLOOR SAN CARLOS, CA 94070 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $38 | $0 | $38 | 0.80% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP SE | 40 WALL STREET STE 1304 NEW YORK, NY 10005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $159 | $34 | $193 | 7.57% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BLVD. 6TH FLOOR TORRANCE, CA 90503 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $144 | $0 | $144 | 5.65% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY INC AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $59 | $59 | 2.32% |
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 | 7,614 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,614 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 7,248 | $21.8M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 7,248 | $21.5M |
| Vision(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 5,139 | $567K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 7,614 | $4.5M |
| Long-term disability(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 13,876 | $3.0M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 13,876 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,876 | — |
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.