| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | KAISER FOUNDATION HEALTH PLAN INC | $67K | $0 | $67K | 3.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 333 EAST OSBORN ROAD, SUITE 270 PHOENIX, AZ 85012 | STANDARD INSURANCE COMPANY | $133K | $0 | $133K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | STANDARD INSURANCE COMPANY | $0 | $17K | $17K | 1.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD, 5TH FLOOR ROLLING MEADOWS, IL 60008 | SYMETRA LIFE INSURANCE COMPANY | $0 | $21K | $21K | 3.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD SUITE 600 GLENDALE, CA 91203 | SYMETRA LIFE INSURANCE COMPANY | $11K | $0 | $11K | 2.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | AETNA LIFE INSURANCE COMPANY | $11K | $23K | $34K | 8.39% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 7700 LEXINGTON AVENUE, 14TH FLOOR NEW YORK, NY 10021 | MAGELLAN HEALTHCARE | $6K | $0 | $6K | 12.00% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SVCS.-EDUCATION | 12121 WILSHIRE BOULEVARD SUITE 1001 LOS ANGELES, CA 90025 | FEDERAL INSURANCE COMPANY | $995 | $0 | $995 | 15.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 250 PARK AVENUE NEW YORK, NY 10177 | FEDERAL INSURANCE COMPANY | $995 | $0 | $995 | 15.00% |
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 | 2,517 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 31 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 274 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,822 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 3,398 | $4.2M |
| Dental | AETNA LIFE INSURANCE COMPANY | 3,398 | $410K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 3,398 | $2.0M |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 3,398 | $1.7M |
| Long-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 2,517 | $1.9M |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 3,398 | $4.2M |
| Other(4 contracts, 4 carriers) | STANDARD INSURANCE COMPANY | 8,500 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,500 | — |
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."
No prospect flags tripped on this filing.