| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | KNOXVILLE LOCATION 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $61K | — | $61K | 12.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | TENNESSEE 701 B ST 6TH FL SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | — | $12K | 2.45% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | KNOXVILLE LOCATION 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | — | $23K | 12.44% |
| ADP INC5 Filed as: AUTOMATIC DATA PROCESSING INC | NATIONAL ACCOUNTS PO BOX 842875 BOSTON, MA 02284 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $15K | $15K | 8.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | TENNESSEE 701 B ST 6TH FL SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 2.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | KNOXVILLE LOCATION 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | — | $23K | 12.63% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | TENNESSEE 701 B ST 6TH FL SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 2.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | KNOXVILLE LOCATION 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $20K | — | $20K | 12.60% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | TENNESSEE 701 B ST 6TH FL SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 2.40% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $4K | — | $4K | 4.61% |
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 | 951 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 952 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 723 | $89K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 949 | $373K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 949 | $484K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 951 | $157K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 949 | $373K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 951 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.