| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE CO. | $5K | $0 | $5K | 4.51% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1420 5TH AVE STE 1500 SEATTLE, WA 98101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 3.81% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC SAN FRAN | 701 B ST FL 6 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $989 | $0 | $989 | 1.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 555 CROTON RD KING OF PRUSSIA, PA 19409 | UNION SECURITY INSURANCE COMPANY | $7K | $0 | $7K | 24.18% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1420 5TH AVE STE 1500 SEATTLE, WA 98101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 9.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC SAN FRAN | 701 B ST FL 6 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $351 | $0 | $351 | 2.83% |
| PREMIER WORKSITE SOLUTIONS INC3 Filed as: PREMIER WORKSITE SOLUTIONS | 700 KINDERKAMACK RD ORADELL, NJ 07649 | BOSTON MUTUAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 50.80% |
| ALLIANCE INSURANCE GROUP LLC3 Filed as: ALLIANCE INSURANCE SERVICES | 1125 SANCTUARY PARKWAY ALPHARETTA, GA 30009 | BOSTON MUTUAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 33.85% |
| PREMIER WORKSITE SOLUTIONS INC3 Filed as: PREMIER WORKSITE SOLUTIONS | 700 KINDERKAMACK RD ORADELL, NJ 07649 | BOSTON MUTUAL LIFE INSURANCE COMPANY | $108 | $0 | $108 | 26.21% |
| ALLIANCE INSURANCE GROUP LLC3 Filed as: ALLIANCE INSURANCE SERVICES | 1125 SACTUARY PARKWAY ALPHARETTA, GA 30009 | BOSTON MUTUAL LIFE INSURANCE COMPANY | $72 | $0 | $72 | 17.48% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 ADMIN | Contract Administrator Service code 13 | — | $135K |
| THE BENECON GROUP EIN 23-1315351 BROKER | Insurance agents and brokers Service code 22 | — | $41K |
| GENESIS ASSET PROTECTION BROKER | Insurance agents and brokers Service code 22 | 115 W COURT STREET DOYLESTOWN, PA 18901 | $27K |
| CONNECTCARE 3 EIN 26-1768616 PATIENT ADVOCATE | Other services Service code 49 | — | $11K |
| YOUNG, OAKES, BROWN & CO., P.C. EIN 25-1589048 AUDITOR | Accounting (including auditing) Service code 10 | — | $5K |
| ALLIANT INSURANCE SERVICES HOUSTON EIN 22-3723955 BROKER | Insurance agents and brokers Service code 22 | — | $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 | 389 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 389 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 347 | $114K |
| Life insurance(5 contracts, 4 carriers) | AETNA LIFE INSURANCE CO. | 389 | $166K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 135 | $113K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 24 | $30K |
| Stop-loss / reinsurancereinsurance | EVEREST REINSURANCE COMPANY | 214 | $585K |
| Other(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 389 | $136K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 389 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.