| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | AETNA LIFE INSURANCE CO. | — | $8K | $8K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | AMERITAS LIFE INSURANCE CORP | $10K | — | $10K | 13.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $638 | $7K | 18.74% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $349 | $6K | 21.26% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF NORTH CAROLINA LL | DBA DWAYNE WILSON INS SERVICES MAIDEN, NC 28650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $856 | — | $856 | 3.67% |
| MAIDEN BENEFITS GROUP INC3 | 511 ISLAND FORD RD MAIDEN, NC 28650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $817 | $6 | $823 | 3.53% |
| JEFFREY BRANDON MCREE3 | 17133 DOE VALLEY CT CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $225 | $9 | $234 | 1.00% |
| KEENA S GEORGE3 | 6367 STARTOWN RD MAIDEN, NC 28650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $231 | — | $231 | 0.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JONI BROWN | 403 N 1ST AVE MAIDEN, NC 28650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $1 | $88 | 0.38% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $378 | $5K | 21.66% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $236 | $3K | 21.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1125 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $2K | — | $2K | 19.89% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1125 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $914 | — | $914 | 18.64% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC EIN 33-0785439 CONTRACT ADMINISTRATOR | Claims processing; Contract Administrator Service code 12 | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | $41K |
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 | 158 | 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) | 158 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 158 | $844K |
| Dental | AMERITAS LIFE INSURANCE CORP | 147 | $76K |
| Vision | AMERITAS LIFE INSURANCE CORP | 147 | $76K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 156 | $42K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 79 | $23K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 156 | $37K |
| Other(5 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 156 | $82K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 158 | — |
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.