| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA HEALTH OF CALIFORNIA INC. | $104K | — | $104K | 2.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $87K | — | $87K | 2.43% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE COMPANY | $25K | $178 | $25K | 2.32% |
| VARIOUS - SEE ATTACHED3 | C/O CONTINENTAL AMERICAN INS CO PO BOX 427 COLUMBUS, SC 29202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $42K | — | $42K | 29.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $3K | $3K | $6K | 4.51% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $1K | — | $1K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $959 | — | $959 | 2.38% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA HEALTH OF CALIFORNIA INC. | — | $90 | $90 | 1.38% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGHT LLP EIN 95-4345526 AUDITOR | Accounting (including auditing) Service code 10 | — | $25K |
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 | 800 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 813 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 3 carriers) | AETNA HEALTH OF CALIFORNIA INC. | 1,815 | $9.9M |
| Dental | AETNA LIFE INSURANCE COMPANY | 1,815 | $1.1M |
| Vision(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 745 | $3.7M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 813 | $125K |
| Prescription drug(6 contracts, 3 carriers) | AETNA HEALTH OF CALIFORNIA INC. | 1,815 | $9.9M |
| Other(3 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 856 | $294K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,815 | — |
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.