| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SVCS NATIONAL INC | 10940 WHITE ROCK RD FL 2 RANCHO CORDOVA, CA 95670 | CALIFORNIA PHYSICIANS SERVICE | $5K | $110K | $115K | 1.48% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | CALIFORNIA PHYSICIANS SERVICE | $18K | $17K | $35K | 0.45% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SVCS NATIONAL INC | 600 HIGHWAY 169 S, FL 12 SAINT LOUIS PARK, MN 55426 | KAISER FOUNDATION HEALTH PLAN INC | $61K | — | $61K | 1.64% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN INC | $13K | — | $13K | 0.36% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SVCS NATIONAL INC | 21250 HAWTHORNE BLVD, SUITE 600 TORRANCE, CA 90503 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $7K | $28K | 4.41% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SVCS NATIONAL INC | 21250 HAWTHORNE BLVD, SUITE 600 TORRANCE, CA 90503 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $84K | $4K | $89K | 15.75% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SVCS NATIONAL INC | 21250 HAWTHORNE BLVD, SUITE 600 TORRANCE, CT 90503 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $15K | — | $15K | 3.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | — | $3K | 0.65% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SVCS NATIONAL INC | PO BOX 39000 SAN FRANCISCO, CA 94139 | VISION SERVICE PLAN | $7K | — | $7K | 4.25% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | VISION SERVICE PLAN | $519 | — | $519 | 0.34% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SVCS NATIONAL INC | 21250 HAWTHORNE BLVD, SUITE 600 TORRANCE, CA 90503 | SAFEGUARD HEALTH PLANS, INC. | $795 | $248 | $1K | 0.87% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $391 | $7K | 17.29% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $210 | $4K | 17.17% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $195 | $3K | 16.87% |
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 | 1,072 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,074 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | CALIFORNIA PHYSICIANS SERVICE | 682 | $12.0M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,211 | $764K |
| Vision | VISION SERVICE PLAN | 978 | $155K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,038 | $563K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,038 | $563K |
| Prescription drug(3 contracts, 3 carriers) | CALIFORNIA PHYSICIANS SERVICE | 682 | $11.9M |
| Other(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 4,991 | $931K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,991 | — |
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.