| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | HOUSTON LLC 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $17K | $35K | 2.11% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $8K | $17K | 1.00% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | SUN LIFE ASSURANCE COMPANY OF CANADA | $67K | — | $67K | 6.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | HOUSTON LLC 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $59 | $59 | 0.22% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 23.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | HOUSTON LLC 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $59 | $59 | 1.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $802 | — | $802 | 16.93% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | HOUSTON LLC 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $59 | $59 | 1.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $343 | — | $343 | 14.68% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $58 | — | $58 | 34.94% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUM RX INC. EIN 33-0441200 PHARMACY BENEFIT MGMT | Direct payment from the plan; Claims processing; Float revenue; Other fees Service code 12 | — | $3.9M |
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $690K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 CLAIMS PROCESSING | Contract Administrator; Claims processing Service code 12 | — | $26K |
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 | 614 | 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) | 614 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED BEHAVIORAL HEALTH DBA OPTUM | 723 | $16K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,771 | $1.7M |
| Vision | VISION SERVICE PLAN | 577 | $115K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,771 | $1.7M |
| Short-term disability(7 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 120 | $51K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,771 | $1.7M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 749 | $1.1M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,771 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,771 | — |
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.