| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $17K | $17K | 1.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 101 PARK AVE FL. 12 NEW YORK, NY 10178 | METROPOLITAN LIFE INSURANCE COMPANY | — | $45 | $45 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 701 B STREET SAN DIEGO, CA 92101 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $49K | $49K | 4.82% |
| IMG5 | 2960 NORTH MERIDAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $214 | $214 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | — | $3 | $3 | — |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $2 | $2 | — |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $1 | $1 | — |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,258 | $1.1M |
| Vision | EYEMED VISION CARE ON BEHALF FIDELITY SEC. LIFE INS. CO. OF NEW YORK | 1,648 | $101K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,376 | $1.0M |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,376 | $1.0M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,376 | $1.0M |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,376 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,258 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.