| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | KAISER FOUNDATION HEALTH PLAN INC | $16K | — | $16K | 0.42% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | UNITED HEALTHCARE INSURANCE COMPANY | $85K | — | $85K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | KAISER FOUNDATION HEALTH PLAN INC | $6K | — | $6K | 0.42% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD, SUITE 100 GLENDALE, CA 91203 | KAISER FOUNDATION HEALTH PLAN INC | -$7 | — | -$7 | -0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $42K | $147 | $42K | 6.87% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD, SUITE 100 GLENDALE, CA 91203 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $107 | $15K | 2.45% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $34K | $139 | $35K | 7.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD, SUITE 100 GLENDALE, CA 91203 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $106 | $12K | 2.47% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO | $14K | — | $14K | 3.40% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 505 N BRAND BLVD, SUITE 600 GLENDALE, CA 91203 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO | $4K | — | $4K | 0.92% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $20K | $118 | $20K | 13.15% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD, SUITE 100 GLENDALE, CA 91203 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $106 | $14K | 9.26% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | HAWAII MEDICAL ASSURANCE ASSOCIATION | $4K | — | $4K | 2.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $116 | $16K | 13.60% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD, SUITE 100 GLENDALE, CA 91203 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $107 | $10K | 8.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $116 | $15K | 17.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD, SUITE 100 GLENDALE, CA 91203 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $107 | $5K | 5.66% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METLIFE LEGAL PLANS | $7K | $215 | $7K | 9.23% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN GENERAL INSURANCE COMPANY | $3K | $215 | $3K | 10.56% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $111 | $3K | 9.51% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD, SUITE 100 GLENDALE, CA 91203 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $106 | $1K | 4.17% |
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 | 6,665 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 74 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,739 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 498 | $5.4M |
| Dental(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 4,508 | $1.8M |
| Vision(2 contracts, 2 carriers) | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO | 3,979 | $528K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,665 | $614K |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 1,374 | $637K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,374 | $608K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 498 | $5.4M |
| Other(7 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,665 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,665 | — |
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.