| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | HEALTH NET | $44K | — | $44K | 3.46% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST. FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC. | $31K | — | $31K | 4.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 SAN BERNADINO, CA 92408 | PREMIER ACCESS INSURANCE COMPANY | $9K | — | $9K | 8.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 735 CARNEGIE DR. #200 SAN BERNADINO, CA 92408 | PREMIER ACCESS INSURANCE COMPANY | $44 | — | $44 | 0.05% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 15.00% |
| WELL-PRO INSURANCE SOLUTIONS INC.3 | 323 S INDIAN HILL BLVD. CLAREMONT, CA 91711 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 8.58% |
| BLAINE E DAVIS3 | 188 POMONA AVENUE LONG BEACH, CA 90803 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $702 | — | $702 | 1.53% |
| PHENGRASAMEE TAMONE3 | 1445 FOOTHILL BLVD. LA VERNE, CA 91750 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $137 | — | $137 | 0.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST. FL 6 SAN DIEGO, CA 921018156 | VISION SERVICE PLAN | $1K | — | $1K | 5.58% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 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 | 234 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 236 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 145 | $1.9M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 287 | $97K |
| Vision | VISION SERVICE PLAN | 101 | $19K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 234 | $66K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 35 | $20K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 220 | $42K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH NET | 145 | $1.9M |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 234 | $112K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 287 | — |
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.