| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES, INC. | 9 EAST RIVER PARK PLACE EAST 3RD FLOOR FRESNO, CA 93720 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $111 | $111 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS, LLC. | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $100 | $100 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS, LLC. | 12421 MEREDITH DRIVE SUITE 300 URBANDALE, IA 50323 | SYMETRA LIFE INSURANCE COMPANY | $76K | $0 | $76K | 10.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES, INC. | 18100 VON KARMAN AVENUE 10TH FLOOR IRVINE, CA 92612 | SYMETRA LIFE INSURANCE COMPANY | $50K | $0 | $50K | 7.22% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN GENERAL INSURANCE COMPANY | $6K | $486 | $6K | 3.68% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS, LLC. | 4565 PAYSPHERE CIRCLE CHICAGO, MN 60674 | METROPOLITAN GENERAL INSURANCE COMPANY | $6K | $0 | $6K | 3.40% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES, INC. | PO BOX 745977 LOS ANGELES, CA 90074 | METROPOLITAN GENERAL INSURANCE COMPANY | $4K | $0 | $4K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES, INC. | 9 EAST RIVER PARK PLACE EAST 3RD FLOOR FRESNO, CA 93720 | METROPOLITAN GENERAL INSURANCE COMPANY | $1K | $303 | $2K | 0.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES, INC. | 3600 NORTH CAPITAL OF TEXAS HIGHWAY SUITE B200 AUSTIN, TX 78746 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $675 | $675 | 0.41% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES, INC. | PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $274 | $274 | 0.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INS SVCS AND OTHERS | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $211 | $211 | 0.13% |
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 | 6,414 | 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) | 6,415 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 7,661 | $5.0M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 7,661 | $5.0M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 7,661 | $5.0M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 7,661 | $6.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,661 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.