| 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 | $91K | $14 | $91K | 1.56% |
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INSURANCE SERVICES INC. | 353 CLARK STREET CHICAGO, IL 60654 | BLUE CROSS BLUE SHIELD OF TEXAS | $0 | $22K | $22K | 0.38% |
| VALOR HEALTHCARE, INC.3 | 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 | $44K | $45 | $44K | 10.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $8K | $8K | 1.81% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $111 | $111 | 0.03% |
| 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 | $24K | $5K | $30K | 12.23% |
| 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 | $24K | $5K | $29K | 12.18% |
| 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 | $14K | $4K | $18K | 13.21% |
| 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 | $5K | $1K | $6K | 12.13% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $3K | $5K | 41.09% |
| JAMES D MORGAN3 Filed as: JAMES DAVID MORGAN | 3200 WEST BRITTON #98 OKLAHOMA CITY, OK 73120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $876 | $0 | $876 | 7.42% |
| KELLY JACKS3 | 19601 LEWIS RD WANETTE, OK 74878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $0 | $561 | 4.75% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $557 | $0 | $557 | 4.72% |
| GLYNDA C FRY-STEWART3 | 12060 84TH ST LEXINGTON, OK 73051 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $0 | $117 | 0.99% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR MADEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | THE PAUL REVERE LIFE INSURANCE COMPANY | $19 | $0 | $19 | 4.35% |
| KELLY JACKS3 | 19601 LEWIS RD WANETTE, OK 74878 | THE PAUL REVERE LIFE INSURANCE COMPANY | $13 | $0 | $13 | 2.97% |
| GLYNDA C FRY-STEWART3 | 12060 84TH ST LEXINGTON, OK 73051 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | $0 | $1 | 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 | 857 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 861 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 1,052 | $5.9M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,160 | $432K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,160 | $432K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 857 | $184K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 402 | $241K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 856 | $243K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 857 | $196K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,160 | — |
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.