| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $173K | — | $173K | 2.06% |
| AIT SERVICES LLC3 Filed as: AIT SERVICES LLCS DBA APPRIZE PARTN | 840 LAKE STREET E 2A WAYZATA, MN 55391 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $39K | — | $39K | 0.46% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $99K | — | $99K | 1.91% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $12K | $21K | $33K | 11.55% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY LLC | 1820 E FIRST STREET, SUITE 400 SANTA ANA, CA 92706 | HARTFORD LIFE AND ACCIDENT | $20K | $198 | $20K | 7.05% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $2K | $4K | $6K | 6.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $2K | — | $2K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $1K | — | $1K | 2.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | -$488 | -$488 | -3.21% |
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 | 974 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 979 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 867 | $13.7M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 867 | $8.4M |
| Vision(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 815 | $5.4M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,072 | $287K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 850 | $100K |
| Prescription drug(3 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 867 | $13.7M |
| Other(3 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 1,072 | $335K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,072 | — |
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.