| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 3600 NORTH CAPITAL OF TEXAS HWY SUITE 200B AUSTIN, TX 78746 | BLUE CROSS BLUE SHIELD OF TEXAS | $66K | $25 | $66K | 1.63% |
| VALOR HEALTHCARE, INC.0 | 14643 DALLAS PARKWAY SUITE 100 DALLAS, TX 752548816 | BLUE CROSS BLUE SHIELD OF TEXAS | $0 | $1 | $1 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3000 W MEMORIAL RD SUITE 212 OKLAHOMA CITY, OK 731206103 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $55 | $26K | 8.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 1.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $43 | $43 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $15K | $0 | $15K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $0 | $14K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $0 | $11K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $41 | $8K | 15.81% |
| JAMES D MORGAN3 Filed as: JAMES DAVID MORGAN | 3200 WEST BRITTON #98 OKLAHOMA CITY, OK 73120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $4K | $8K | 15.27% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 6.97% |
| KELLY JACKS3 | 19601 LEWIS RD WANETTE, OK 74878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $32 | $3K | 4.97% |
| GLYNDA C FRY-STEWART3 | 12060 84TH ST LEXINGTON, OK 73051 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $576 | $1 | $577 | 1.09% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR MADEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 10.00% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | THE PAUL REVERE LIFE INSURANCE COMPANY | $114 | $0 | $114 | 4.39% |
| KELLY JACKS3 | 19601 LEWIS RD WANETTE, OK 74878 | THE PAUL REVERE LIFE INSURANCE COMPANY | $78 | $0 | $78 | 3.00% |
| GLYNDA C FRY-STEWART3 | 12060 84TH ST LEXINGTON, OK 73051 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | $0 | $6 | 0.23% |
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 | 560 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 563 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 661 | $4.0M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,151 | $305K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 2,151 | $305K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 560 | $139K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 235 | $143K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 560 | $152K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 560 | $195K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,151 | — |
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.