| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | HEALTH CARE SERVICE CORPORATION | — | $5K | $5K | 0.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | UNITED CONCORDIA INSURANCE COMPANY | $17K | — | $17K | 10.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOU | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | — | $7K | 10.08% |
| BENEFIT ADVISORS SVCS GRP LLC3 Filed as: BENEFIT ADVISORS SVCS. GRP. LLC | 1120 SANCTUARY PKWY, SUITE 375 ALPHARETTA, GA 30004 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $915 | $915 | 1.35% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOU | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 12.17% |
| BENEFIT ADVISORS SVCS GRP LLC3 Filed as: BENEFIT ADVISORS SVCS. GRP. LLC | 1120 SANCTUARY PKWY, SUITE 375 ALPHARETTA, GA 30004 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $1K | $1K | 1.62% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOU | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 11.09% |
| BENEFIT ADVISORS SVCS GRP LLC3 Filed as: BENEFIT ADVISORS SVCS. GRP. LLC | 1120 SANCTUARY PKWY, SUITE 375 ALPHARETTA, GA 30004 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $489 | $489 | 1.48% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | EYEMED VISION CARE | $3K | — | $3K | 9.16% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | $1K | — | $1K | 10.25% |
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 | 752 | 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) | 753 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH CARE SERVICE CORPORATION | 578 | $3.4M |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 405 | $183K |
| Vision | EYEMED VISION CARE | 519 | $33K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 752 | $68K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 176 | $62K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 137 | $33K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 752 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 752 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.