| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $101K | $10 | $101K | 5.86% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $33K | — | $33K | 5.27% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 S. HOPE ST. STE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $28K | $3K | $31K | 9.83% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $6K | $15K | 4.76% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 79766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $13K | $13K | 4.22% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 92101 | TRUSTMARK INSURANCE COMPANY | $68K | — | $68K | 25.02% |
| VOLUNTARY BENEFIT ADVISORS3 | 2400 MAIN ST. STE 200 IRVINE, CA 92614 | TRUSTMARK INSURANCE COMPANY | $25K | — | $25K | 9.11% |
| BENEFITVISION3 | 2690 COMMERCE DR. SUITE 200 HARRISBURG, PA 17110 | TRUSTMARK INSURANCE COMPANY | $3K | — | $3K | 1.11% |
| GUARANTY CALIFORNIA INS SERVICES3 Filed as: GUARANTY CALIFORNIA INS. SERVICES | 8500 STOCKDALE HIGHWAY #200 BAKERSFIELD, CA 93311 | TRUSTMARK INSURANCE COMPANY | $776 | — | $776 | 0.29% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1120 SANCTUARY PRKWY STE 300 ALPHARETTA, GA 30009 | PAN-AMERICAN LIFE INSURANCE COMPANY | $15K | $5K | $20K | 13.26% |
| PAN-AMERICAN LIFE5 | 601 POYDRAS ST. NEW ORLEANS, LA 70130 | PAN-AMERICAN LIFE INSURANCE COMPANY | $0 | $9K | $9K | 6.25% |
| PAN-AMERICAN BENEFITS SOLUTIONS3 | 1778 NO PLANO RD. #310 RICHARSON, TX 75801 | PAN-AMERICAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 3.26% |
| RXEDO0 | PO BOX 678586 DALLAS, TX 75267 | PAN-AMERICAN LIFE INSURANCE COMPANY | $0 | $5 | $5 | 0.00% |
| ROBERT F. DRIVER3 Filed as: ROBERT F DRIVER | — | SIMNSA | $8K | — | $8K | 7.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 92101 | TRUSTMARK INSURANCE COMPANY | $13K | — | $13K | 17.74% |
| VOLUNTARY BENEFIT ADVISORS3 | 2400 MAIN ST. STE 200 IRVINE, CA 92614 | TRUSTMARK INSURANCE COMPANY | $5K | — | $5K | 7.06% |
| BENEFITVISION3 | 2690 COMMERCE DR. STE 200 HARRISBURG, PA 17110 | TRUSTMARK INSURANCE COMPANY | $789 | — | $789 | 1.10% |
| GUARANTY CALIFORNIA INS SERVICES3 | 8500 STOCKDALE HIGHWAY #200 BAKERSFIELD, CA 93311 | TRUSTMARK INSURANCE COMPANY | $127 | — | $127 | 0.18% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE ST. STE 200 NEWPORT BEACH, CA 92660 | AMERITAS LIFE INSURANCE CORPORATION | $6K | — | $6K | 9.86% |
| ASSUREDPARTNERS3 Filed as: GIS BENFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | SAFEGUARD HEALTH PLANS INC. | $766 | $306 | $1K | 5.25% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMINISTRATION | PO BOX 9201 AUSTIN, TX 78766 | SAFEGUARD HEALTH PLANS INC. | $0 | $766 | $766 | 3.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSRUANCE SERVICES | 333 S HOPE STREET STE 3750 LOS ANGELES, CA 90071 | SAFEGUARD HEALTH PLANS INC. | $460 | $191 | $651 | 3.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 S HOPE ST STE 200 LOS ANGELES, CA 90071 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $251 | $2K | 17.03% |
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 | 637 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 637 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 220 | $2.6M |
| Dental(2 contracts, 2 carriers) | SIMNSA | 185 | $134K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 377 | $315K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 637 | $335K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 377 | $315K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 32 | $13K |
| Prescription drug | PAN-AMERICAN LIFE INSURANCE COMPANY | 58 | $150K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 377 | $386K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 637 | — |
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.