| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC. | $29K | — | $29K | 0.92% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH STREET, STE 100 DENVER, CO 67226 | CAREFIRST BLUE CHOICE, INC. | — | $123K | $123K | 4.78% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $57K | — | $57K | 2.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $17K | — | $17K | 0.92% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $15K | — | $15K | 0.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | VISION SERVICE PLAN | $9K | — | $9K | 0.71% |
| CORNERSTONE FINANCIAL LLP3 | ONE EAST FRANKLIN ST, STE 300 BALTIMORE, MD 21202 | CAREFIRST BLUECHOICE, INC. | $1K | $63K | $64K | 5.11% |
| MATHER & STROHL ADMIN SVCS INC5 Filed as: MATHER & STROHL ADMIN SVCS | 501 FAIRMONT AVE, STE 400 TOWSON, MD 21286 | CAREFIRST BLUECHOICE, INC. | — | $8K | $8K | 0.64% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH STREET, STE 100 DENVER, CO 67226 | CAREFIRST BLUECHOICE, INC. | $35K | $44K | $79K | 7.94% |
| MATHER & STROHL ADMIN SVCS INC5 Filed as: MATHER & STROHL ADMIN SVCS | 501 FAIRMONT AVE, STE 400 TOWSON, MD 21286 | CAREFIRST BLUECHOICE, INC. | — | $3K | $3K | 0.31% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | AETNA LIFE INSURANCE COMPANY | $7K | — | $7K | 0.97% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC. | $7K | — | $7K | 0.91% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $3K | — | $3K | 1.00% |
| BURNHAM BENEFITS INSURANCE SERVICES3 | 2211 MICHELSON DRIVE, SUITE 1200 IRVINE, CA 92612 | METLIFE LEGAL PLANS | $22K | $2K | $24K | 10.13% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 9102 PHILADELPHIA, PA 19178 | METLIFE LEGAL PLANS | — | $61 | $61 | 0.03% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | P.O. BOX 28852 NEW YORK, NY 10087 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2K | — | $2K | 3.40% |
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 | 9,200 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 113 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,313 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(13 contracts, 10 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 592 | $16.2M |
| Dental(3 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 2,952 | $858K |
| Vision(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 6,893 | $3.5M |
| Prescription drug(11 contracts, 9 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 592 | $13.9M |
| Other(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 10,508 | $515K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,508 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.