| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | DBA BARNEY BARNEY INS SVCS. P.O. BOX 85638 SAN DIEGO, CA 921865638 | KAISER FOUNDATION HEALTH PLAN INC. | $78K | $6K | $84K | 3.52% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $77K | — | $77K | 14.98% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY BARNEY INS SVCS | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $16K | — | $16K | 3.50% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 85638 SAN DIEGO, CA 921865638 | KAISER FOUNDATION HEALTH PLAN INC. | $8K | $515 | $9K | 3.56% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | ANTHEM LIFE INSURANCE COMPANY | $31K | — | $31K | 14.98% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $3K | — | $3K | 2.24% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $10K | — | $10K | 9.35% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $5K | — | $5K | 23.54% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | ANTHEM LIFE INSURANCE COMPANY | $2K | — | $2K | 23.54% |
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 | 1,238 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,246 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 491 | $3.2M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 501 | $103K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,197 | $150K |
| Life insurance(3 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,238 | $541K |
| Long-term disability(2 contracts) | ANTHEM LIFE INSURANCE COMPANY | 304 | $216K |
| Prescription drug(6 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 491 | $3.2M |
| Other(3 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,238 | $638K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,238 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.