| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | UNITEDHEALTHCARE INSURANCE COMPANY | $85K | $0 | $85K | 3.46% |
| ENROLLEASE3 Filed as: ONE DIGITAL | 1450 MARIA LANE, SUITE 400 WALNUT CREEK, CA 94596 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 0.24% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $54K | $0 | $54K | 3.46% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN INC | $4K | $19 | $4K | 0.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 100 PINE STREET, 11TH FLOOR SAN FRANCISCO, CA 94111 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | $0 | $13K | 7.13% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $0 | $4K | 1.91% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | SELECTHEALTH | $5K | $0 | $5K | 3.13% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, LLC | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | SELECTHEALTH | $347 | $0 | $347 | 0.24% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, GA 92101 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $3K | $0 | $3K | 8.73% |
| ENROLLEASE3 Filed as: ONE DIGITAL | 200 GALLERIA PARKWAY ATLANTA, GA 30339 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $522 | $0 | $522 | 1.50% |
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 | 438 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 109 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 547 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 349 | $4.2M |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 679 | $35K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 544 | $186K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 544 | $186K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 544 | $186K |
| Prescription drug(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 349 | $4.2M |
| Other(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 544 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 679 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.