| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NEOVIA INTEGRATED INSURANCE SVCS.3 | PO BOX 609 SANTA BARBARA, CA 93102 | AETNA HEALTH OF CALIFORNIA, INC. | $26K | — | $26K | 2.39% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA HEALTH OF CALIFORNIA, INC. | $18K | — | $18K | 1.64% |
| NEOVIA INTEGRATED INSURANCE SVCS.3 Filed as: NEOVIA INTERGRATED INSURANCE SVCS. | PO BOX 609 SANTA BARBARA, CA 93102 | KAISER FOUNDATION HEALTH PLAN INC | $9K | — | $9K | 2.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 1.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE COMPANY | $11K | — | $11K | 5.06% |
| NEOVIA INTEGRATED INSURANCE SVCS.3 | PO BOX 609 SANTA BARBARA, CA 93102 | AETNA LIFE INSURANCE COMPANY | $10K | — | $10K | 4.67% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | AETNA LIFE INSURANCE COMPANY | — | $187 | $187 | 0.09% |
| INTERGRATED INSURANCE SERVICES3 | PO BOX 609 SANTA BARBARA, CA 93102 | DELTA DENTAL OF CALIFORNIA | $3K | — | $3K | 4.12% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | DELTA DENTAL OF CALIFORNIA | $3K | — | $3K | 3.88% |
| INTERGRATED INSURANCE SERVICES3 | PO BOX 609 SANTA BARBARA, CA 93102 | VISION SERVICE PLAN | $672 | — | $672 | 4.17% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $296 | — | $296 | 1.84% |
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 | 184 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 184 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA HEALTH OF CALIFORNIA, INC. | 184 | $1.7M |
| Dental | DELTA DENTAL OF CALIFORNIA | 242 | $82K |
| Vision | VISION SERVICE PLAN | 114 | $16K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 184 | $215K |
| Short-term disability | AETNA LIFE INSURANCE COMPANY | 184 | $215K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 184 | $215K |
| Prescription drug(3 contracts, 3 carriers) | AETNA HEALTH OF CALIFORNIA, INC. | 184 | $1.7M |
| Other | AETNA LIFE INSURANCE COMPANY | 184 | $215K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 242 | — |
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.