| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 77056 | BLUECROSS BLUESHIELD OF TEXAS | $142K | $0 | $142K | 1.77% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 N CAPITAL OF TEXAS HWY STE 200B AUSTIN, TX 78746 | HARTFORD LIFE AND ACCIDENT | $79K | $0 | $79K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 800 GESSNER RD 3RD FLOOR HOUSTON, TX 77024 | HARTFORD LIFE AND ACCIDENT | $0 | $30K | $30K | 3.78% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3000 W MEMORIAL RD STE 212 OKLAHOMA CITY, OK 73120 | AMERITAS LIFE INSURANCE CORP. | $39K | $0 | $39K | 10.00% |
| 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 | $16K | $111 | $16K | 17.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4K | $4K | 4.57% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3000 W MEMORIAL RD STE 212 OKLAHOMA CITY, OK 73120 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $111 | $12K | 22.87% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $885 | $885 | 1.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3000 W MEMORIAL RD STE 212 OKLAHOMA CITY, OK 73120 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $111 | $12K | 23.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $838 | $838 | 1.70% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3000 W MEMORIAL RD STE 212 OKLAHOMA CITY, OH 73120 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $111 | $11K | 27.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.24% |
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 | 873 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 882 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 1,095 | $8.2M |
| Dental(2 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP. | 1,377 | $486K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,106 | $94K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,615 | $794K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 1,615 | $794K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 1,615 | $794K |
| Other(5 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 1,615 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,615 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.