| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPUSYS INSURANCE SERVICES INC.3 | 3857 BIRCH ST #404 NEWPORT BEACH, CA 92660 | HEALTH NET | $46K | — | $46K | 2.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $24K | — | $24K | 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 | $21K | — | $21K | 2.83% |
| 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 | $34K | $8K | $42K | 6.25% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 911098299 | VISION SERVICE PLAN | $16K | — | $16K | 5.13% |
| 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 | $12K | $3K | $15K | 7.04% |
| 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 | 3.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMENT SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $28K | $59 | $28K | 23.71% |
| BSC AGENCY LLC3 | 1025 ASHWORTH RD STE 101 WEST DES MOINES, IA 502653542 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 4.73% |
| 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 | 2.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMENT SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | $59 | $27K | 23.97% |
| BSC AGENCY LLC3 | 1025 ASHWORTH RD STE 101 WEST DES MOINES, IA 502653542 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 4.78% |
| 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 | 2.11% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMENT SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $59 | $25K | 23.92% |
| BSC AGENCY LLC3 | 1025 ASHWORTH RD STE 101 WEST DES MOINES, IA 502653542 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 4.77% |
| 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 | 2.05% |
| 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 | PO BOX 8299 DB EB OPERATING ACCOUNT PASADENA, CA 91109 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | — | $1K | $1K | 1.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | DB-EB OPERATING ACCOUNT PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $4K | — | $4K | 21.75% |
| BUSINESSOLVER.COM, INC.3 | 1025 ASHWORTH ROAD WEST DES MOINES, IA 50265 | METLIFE LEGAL PLANS | — | $757 | $757 | 4.41% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METLIFE LEGAL PLANS | — | $563 | $563 | 3.28% |
| 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 | — | $64 | $64 | 0.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METLIFE LEGAL PLANS | — | $1 | $1 | 0.01% |
| 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 | — | $38 | $38 | 1.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST 6TH FLOOR SAN DIEGO, CA 92102 | FOUR EVER LIFE INS CO. | $274 | $18 | $292 | 15.98% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE EIN 58-1638390 CLAIMS PROCESSING | Other services; Float revenue; Contract Administrator; Other fees; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.2M |
| CATAPULT HEALTH PA EIN 83-2193832 OTHER FEES | Claims processing Service code 12 | — | $225K |
| LIFE INS COMPANY OF NORTH AMERICA EIN 23-1503749 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $60K |
| BUSINESSOLVER EIN 42-1503807 FLEX SERVICES PEPM | Other services Service code 49 | — | $22K |
| ALLIANT INSURANCE SERVICES INC CLAIMS PROCESSING | Other commissions; Insurance brokerage commissions and fees; Insurance agents and brokers 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 | 3,108 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,108 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | HEALTH NET | 3,108 | $2.5M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL INSURANCE COMPANY | 1,917 | $1.6M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,793 | $596K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,108 | $724K |
| Short-term disability(3 contracts, 2 carriers) | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 3,108 | $153K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,689 | $672K |
| Prescription drug | TRIPLE S SALUD, INC. | 10 | $97K |
| Other(4 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,106 | $358K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,108 | — |
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.