| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD SUITE 600 GLENDALE, CA 91203 | KAISER FOUNDATION HEALTH PLAN INC | $68K | $0 | $68K | 2.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $833 | $833 | 0.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 100 SMITH RANCH ROAD SUITE 112 SAN RAFAEL, CA 94903 | CALIFORNIA PHYSICIANS SERVICE | $20K | $0 | $20K | 1.16% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD SUITE 600 GLENDALE, CA 91203 | METROPOLITAN LIFE INSURANCE COMPANY | $78K | $128 | $79K | 5.07% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $24K | $24K | 1.57% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD SUITE 600 GLENDALE, CA 91203 | HARTFORD LIFE AND ACCIDENT | $143K | $0 | $143K | 14.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE 21ST FLOOR ITASCA, IL 60143 | HARTFORD LIFE AND ACCIDENT | $0 | $3K | $3K | 0.34% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD GLENDALE, CA 91203 | EYEMED | $14K | $0 | $14K | 4.17% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD SUITE 1000 ROLLING MEADOWS, IL 60008 | HAWAII MEDICAL ASSURANCE ASSOCIATION | $7K | $0 | $7K | 2.99% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE ITASCA, IL 60143 | HYATT LEGAL PLANS | $6K | $375 | $6K | 10.75% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES, INC. | 101 LARKSPUR LANDING CIRCLE SUITE 120 LARKSPUR, CA 94939 | HYATT LEGAL PLANS | $0 | $463 | $463 | 0.80% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | HYATT LEGAL PLANS | $0 | $64 | $64 | 0.11% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD SUITE 600 GLENDALE, CA 91203 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $2K | $0 | $2K | 4.87% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $0 | $479 | $479 | 1.54% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD SUITE 600 GLENDALE, CA 91203 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $697 | $0 | $697 | 4.93% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $0 | $219 | $219 | 1.55% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD SUITE 600 GLENDALE, CA 91203 | SAFEGUARD HEALTH PLANS, INC. A TEXAS CORPORATION | $620 | $0 | $620 | 4.75% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | SAFEGUARD HEALTH PLANS, INC. A TEXAS CORPORATION | $0 | $195 | $195 | 1.49% |
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 | 5,360 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 270 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,641 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 680 | $5.3M |
| Dental(5 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,418 | $1.8M |
| Vision(2 contracts, 2 carriers) | EYEMED | 3,398 | $572K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 5,360 | $1.3M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 5,360 | $1.0M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 5,360 | $1.0M |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 680 | $5.3M |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 5,360 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,360 | — |
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.