| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES OF CA | PO BOX 101162 PASADENA, CA 91189 | KAISER FOUNDATION HEALTH PLAN INC | $65K | — | $65K | 3.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF LA | 801 S FIGUEROA ST, STE 700 LOS ANGELES, CA 90017 | BLUE CROSS AND BLUE SHIELD OF VERMONT | $46K | — | $46K | 2.92% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | 801 S FIGUEROA ST, STE 700 LOS ANGELES, CA 90017 | AETNA LIFE INSURANCE COMPANY | $58K | — | $58K | 4.05% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | 801 S FIGUEROA ST, STE 700 LOS ANGELES, CA 90017 | AETNA INTERNATIONAL | $35K | — | $35K | 4.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NEW YORK | 1 WORLD FINANCIAL CTR 200 LIBERTY ST 6TH FLOOR NEW YORK, NY 10281 | AETNA INTERNATIONAL | — | $12K | $12K | 1.49% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES OF CA | 801 SOUTH FIGUEROA STREET SUITE 800 LOS ANGELES, CA 90017 | BLUE CROSS OF CALIFORNIA | $19K | — | $19K | 2.81% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | PO BOX 101162 PASADENA, CA 91189 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | — | $2K | $2K | 0.43% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES OF CA | 801 S. FIGUEROA STREET, SUITE 700 LOS ANGELES, CA 90017 | BLUE CROSS AND BLUE SHIELD OF MONTANA | $12K | — | $12K | 2.42% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | 801 S FIGUEROA ST LOS ANGELES, CA 90017 | AETNA | $11K | — | $11K | 4.06% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GRP INC | 5110 N 40TH ST PHOENIX, AZ 85018 | AETNA | $3K | — | $3K | 1.22% |
| ACRISURE LLC3 Filed as: FULCRO INSURANCE | PO BOX 9024048 SAN JUAN, PR 00902 | HUMANA INSURANCE OF PUERTO RICO, INC | $2K | — | $2K | 6.08% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SERVICE OF CA INC | 1 BUSH ST, 9TH FLOOR SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $958 | — | $958 | 3.39% |
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 | 1,136 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 895 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 14 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,045 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(15 contracts, 15 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 323 | $8.8M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 250 | $2.3M |
| Vision(3 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF VERMONT | 286 | $3.8M |
| Prescription drug(10 contracts, 10 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 323 | $6.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 323 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.