| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANCTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $44K | — | $44K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 125 HIGH STREET 22ND FLOOR STE 300 BOSTON, MA 02110 | ANTHEM INSURANCE COMPANIES, INC. | — | $13K | $13K | 0.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN, INC. | $59K | — | $59K | 4.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANTUARY PKWY #300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | — | $26K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT EMPLOYEE BENEFITS | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE | $49K | — | $49K | 8.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | AIS DB EB OP ACCOUNT PO BOX 745977 LOS ANGELES, CA 90074 | METROPOLITAN GENERAL INSURANCE COMPANY | $16K | — | $16K | 14.11% |
| BUSINESSOLVER.COM, INC.3 | 1025 ASHWORTH ROAD WEST DES MOINES, IA 50265 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $7K | $7K | 6.35% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | METROPOLITAN GENERAL INSURANCE COMPANY | $1K | $220 | $2K | 1.44% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | DB-EB OPERATING ACCOUNT PASADENA, CA 91109 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $916 | $916 | 0.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY #B-200 AUSTIN, TX 78746 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $814 | $814 | 0.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $9 | $9 | 0.01% |
| MARY JANE SCHROEDER3 | 444 S FLOWER ST STE 4200 LOS ANGELES, CA 900712965 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $7K | — | $7K | 7.25% |
| GREGORY KARL LARGE3 | 281 TRESSER BLVD STE 1004 STAMFORD, CT 069013238 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | — | $2K | 2.23% |
| MICHAEL A BOOK3 | 90 PARK AVE FL 17 NEW YORK, NY 100161373 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | — | $2K | 1.89% |
| GBS INS AND FINANCIAL SERVICES INC3 Filed as: GBS INS & FINANCIAL SERVICES INC | 21820 BURBANK BLVD STE 301 WOODLAND HILLS, CA 913676476 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $793 | $1K | $2K | 1.88% |
| RICHARD PIERCE VANBENSCHOTEN3 | 90 PARK AVE FL 17 NEW YORK, NY 100161373 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY SUITE 300 ATLANTA, GA 30009 | FOUR EVER LIFE INS CO | $2K | — | $2K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT EMPLOYEE BENEFITS | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE | $260 | — | $260 | 8.47% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $134 | — | $134 | 8.65% |
| HODGES-MACE BENEFITS GRP INC3 | STE 80 3350 RIVERWOOD PKWY ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $53 | — | $53 | 3.42% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6 | — | $6 | 0.39% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $106K | — | $106K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GEORGIA,INC EIN 58-1638390 CLAIMS PROCESSING | Contract Administrator; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $4.7M |
| ALLIANT INSURANCE SERVICES INC EIN 58-1638390 INSURANCE AGENTS& BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Other commissions Service code 22 | 701 B ST 6TH FL SAN DIEGO, CA 92101 | $0 |
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 | 4,733 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 42 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,775 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | ANTHEM INSURANCE COMPANIES, INC. | 8,501 | $2.7M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 8,539 | $0 |
| Vision(2 contracts) | EYEMED VISION CARE | 7,217 | $588K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,761 | $1.5M |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,859 | $101K |
| Long-term disability(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,329 | $957K |
| Other(5 contracts, 5 carriers) | METROPOLITAN GENERAL INSURANCE COMPANY | 4,637 | $283K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,539 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.