| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PIONEER PACIFIC FINANCIAL3 Filed as: PIONEER PACIFIC FINANCIAL SERVICES | 1132 BISHOP STREET, SUITE 2101 HONOLULU, HI 96813 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $9K | — | $9K | 1.87% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $6K | $9K | 14.82% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $189 | $372 | $561 | 14.87% |
| EOI SERVICE COMPANY INC3 | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 65.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | — | $1K | 34.99% |
| EOI SERVICE COMPANY INC3 | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | COMBINED INSURANCE COMPANY | $2K | — | $2K | 73.77% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | COMBINED INSURANCE COMPANY | $2K | — | $2K | 68.33% |
| NATIONAL BENEFIT PARTNERS3 Filed as: NATIONAL BENEFIT PARTNERS WEST | 23282 MILL CREEK DRIVE, SUITE 390 LAGUNA HILLS, CA 92653 | COMBINED INSURANCE COMPANY | $144 | — | $144 | 6.53% |
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 | 136 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 136 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 90 | $1.0M |
| Dental(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 90 | $1.0M |
| Vision(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 90 | $1.0M |
| Life insurance(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 135 | $7K |
| Short-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 168 | $63K |
| Prescription drug(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 90 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 168 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.