| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPUSYS INSURANCE SERVICES INC.3 | 3857 BIRCH ST #404 NEWPORT BEACH, CA 92660 | HEALTH NET | $35K | — | $35K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $23K | — | $23K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 DB EB OPERATING ACCOUNT PASADENA, CA 91109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $3K | $3K | 0.83% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 DB EB OPERATING ACCOUNT PASADENA, CA 91109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | $3K | $17K | 5.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 911098299 | VISION SERVICE PLAN | $14K | — | $14K | 5.01% |
| COMPUSYS INSURANCE SERVICES INC.3 Filed as: COMPUSYS INSURANCE SERVICES, INC | 3857 BIRCH STREET SUITE 404 NEWPORT BEACH, CA 92660 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 3.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 18100 VON KARMAN AVE STE 1000 DIRECT BILL DEPARTMENT IRVINE, CA 926127196 | METROPOLITAN LIFE INSURANCE COMPANY | $20K | $111 | $20K | 18.13% |
| BSC AGENCY LLC3 | 1025 ASHWORTH RD STE 101 WEST DES MOINES, IA 502653542 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 3.61% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.46% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 18100 VON KARMAN AVE STE 1000 DIRECT BILL DEPARTMENT IRVINE, CA 926127196 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $111 | $19K | 18.55% |
| BSC AGENCY LLC3 | 1025 ASHWORTH RD STE 101 WEST DES MOINES, IA 502653542 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 3.69% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.57% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | TRIPLE S SALUD, INC. | $5K | — | $5K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 18100 VON KARMAN AVE STE 1000 DIRECT BILL DEPARTMENT IRVINE, CA 926127196 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $111 | $17K | 18.61% |
| BSC AGENCY LLC3 | 1025 ASHWORTH RD STE 101 WEST DES MOINES, IA 502653542 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 3.70% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 1.57% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALIANT INSURANCE SERVICES INC | PO BOX 8299 DB EB OPERATING ACCOUNT PASADENA, CA 91109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $755 | $6K | 6.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | AIS DB EB OP ACCOUNT PO BOX 745977 LOS ANGELES, CA 90074 | METLIFE LEGAL PLANS | $3K | — | $3K | 10.69% |
| BUSINESSOLVER.COM, INC.3 | 1025 ASHWORTH ROAD WEST DES MOINES, IA 50265 | METLIFE LEGAL PLANS | — | $966 | $966 | 3.06% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | DB-EB OPERATING ACCOUNT PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $338 | $368 | $706 | 2.23% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | METLIFE LEGAL PLANS | — | $227 | $227 | 0.72% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METLIFE LEGAL PLANS | — | $3 | $3 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST 6TH FLOOR SAN DIEGO, CA 92102 | FOUR EVER LIFE INS CO. | $274 | $18 | $292 | 15.98% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 2127 ORIEN RD TOMS RIVER, NJ 08755 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | — | $7K | $7K | 72955.56% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE EIN 58-1638390 CLAIMS PROCESSING | Other fees; Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $1.7M |
| CATAPULT HEALTH PA EIN 83-2193832 OTHER FEES | Claims processing Service code 12 | — | $220K |
| LIFE INS COMPANY OF NORTH AMERICA EIN 23-1503749 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $26K |
| ALLIANT INSURANCE SERVICES INC CLAIMS PROCESSING | Insurance agents and brokers; Other commissions; Insurance brokerage commissions and fees Service code 22 | 701 B ST FL 6 SAN DIEGO, CA 92101 | $0 |
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 | 2,817 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 27 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,844 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | HEALTH NET | 2,817 | $2.5M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL INSURANCE COMPANY | 1,784 | $1.6M |
| Vision(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 1,690 | $607K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,817 | $362K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,817 | $48K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,609 | $286K |
| Prescription drug | TRIPLE S SALUD, INC. | 9 | $94K |
| Other(5 contracts, 5 carriers) | TRIPLE S SALUD, INC. | 2,835 | $254K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,835 | — |
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.