| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SCHOTT, CHRISTOPHER D3 Filed as: SCHOTT,CHRISTOPHER D | 725 COGDELL RDG MILTON, GA 30004 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $79K | $16K | $95K | 5.60% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOU | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $37K | — | $37K | 2.20% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $41K | $16K | $58K | 16.00% |
| WISTED, DANIEL, J3 | STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $41K | $16K | $58K | 16.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 1.70% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $6K | $6K | 1.63% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $275 | $4K | 1.10% |
| KESTRA INVESTMENT SERVICES LLC3 | 5707 SOUTHWEST PKWY STE 2 STE 400 AUSTIN, TX 787356214 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | — | $7K | 1.99% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP EXECUTIVE BENEFITS | 2600 KELLY RD STE 210 WARRINGTON, PA 189763652 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $62 | $5K | 1.31% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $20K | $8K | $28K | 18.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $3K | $3K | 1.67% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | — | $2K | 1.64% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $237 | $2K | 1.40% |
| SCHOTT, CHRISTOPHER D3 | 725 COGDELL RDG MILTON, GA 30004 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $1K | $7K | 6.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOU | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 1.80% |
| WISTED, DANIEL, J3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 9.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 7.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | 10TH FLOOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $1K | $1K | 3.34% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $149 | $8 | $157 | 0.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $8K | $2K | $10K | 25.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $5K | $1K | $6K | 25.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $5K | $1K | $6K | 24.97% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVE. HARTFORD, CT 06156 | $747K |
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 | 1,292 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,306 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 37 | $344K |
| Dental | AETNA LIFE INSURANCE COMPANY | 37 | $344K |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 852 | $464K |
| Life insurance(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,292 | $2.3M |
| Short-term disability(3 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 92 | $555K |
| Long-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,292 | $1.8M |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE CO. | 1,103 | $1.3M |
| Other(6 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,292 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,292 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.