| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN | $124K | $20 | $124K | 5.68% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 18100 VON KARMAN AVE FL 10 IRVINE, CA 926120169 | KAISER FOUNDATION HEALTH PLAN | $0 | $141 | $141 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN | $36K | $6 | $36K | 5.59% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 18100 VON KARMAN AVE FL 10 IRVINE, CA 926120169 | KAISER FOUNDATION HEALTH PLAN | $0 | $38 | $38 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 333 HOPE ST SUITE 3750 LOS ANGELES, CA 900713047 | METROPOLITAN LIFE INSURANCE COMPANY | $20K | $73 | $20K | 10.04% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $2K | $12K | 6.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 787009201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $10K | $10K | 4.77% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | PO BOX 745977 LOS ANGELES, CA 900745977 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $13 | $13 | 0.01% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES | 13750 SAN PEDRO AVE SUITE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | 7.18% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $427 | $3K | 6.15% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 5.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 333 S HOPE ST SUITE 3750 LOS ANGELES, CA 900713047 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $73 | $1K | 3.25% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 27064 OAKMEAD DR PERRYSBURG, OH 435512657 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $299 | $299 | 0.72% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | PO BOX 745977 LOS ANGELES, CA 900745977 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $128 | $128 | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2 | $2 | 0.00% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVE SUITE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.68% |
| GIS BENETITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $256 | $2K | 6.07% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 Filed as: BOON CHAPMAN BENEFITS ADMINISTRATOR | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 5.06% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 333 S HOPE ST SUITE 3750 LOS ANGELES, CA 900713047 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $73 | $1K | 4.44% |
| ACCRETIVE ENROLLMENR SERVICES3 | 27064 OAKMEAD DR PERRYSBURG, OH 435512657 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $179 | $179 | 0.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | PO BOX 745977 LOS ANGELES, CA 900745977 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $77 | $77 | 0.30% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.52% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $217 | $1K | 6.13% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 Filed as: BOON CHAPMAN BENEFIT ADMINISTRATION | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 5.11% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 333 HOPE ST STE 3750 LOS ANGELES, CA 900713047 | METROPOLITAN LIFE INSURANCE COMPANY | $864 | $73 | $937 | 4.42% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 27064 OAKMEAD DR PERRYSBURG ST, OH 435512657 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $151 | $151 | 0.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | PO BOX 74597 LOS ANGELES, CA 900745977 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $65 | $65 | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 544 WESTHEIMER RD STE 900 HOUSTON, TX 770565977 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
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 | 267 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 267 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN | 267 | $2.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 290 | $203K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 290 | $203K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 290 | $203K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 290 | $203K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 290 | $203K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 290 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.