| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $586K | $271K | $857K | 6.29% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $197K | $275K | $472K | 3.77% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $699K | $168K | $867K | 9.02% |
| MGFS INSURANCE BROKERAGE INC3 | 161 WORCESTER ROAD SUITE 308 FRAMINGHAM, MA 01701 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $20K | $4K | $24K | 0.25% |
| CHARLES D ROBINSON3 | ONE INSURANCE WAY PO BOX 10 ONA, WV 25545 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 0.09% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $225K | — | $225K | 3.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $53K | — | $53K | 0.76% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $288K | $122K | $411K | 6.74% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $116K | $116K | 2.45% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $138K | $81K | $219K | 5.38% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $221K | $87K | $309K | 8.36% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15223 | SUN LIFE ASSURANCE COMPANY OF CANADA | $101K | $122K | $224K | 7.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15223 | SUN LIFE ASSURANCE COMPANY OF CANADA | $26K | — | $26K | 0.89% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $135K | — | $135K | 4.98% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $44K | — | $44K | 1.63% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $156K | $61K | $217K | 8.33% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $124K | $39K | $162K | 8.34% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $43K | $43K | 2.43% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $198K | $36K | $234K | 14.96% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $75K | $28K | $102K | 8.22% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $40K | $15K | $55K | 8.27% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $23K | $7K | $29K | 5.05% |
| CHARLES D ROBINSON3 | ONE INSURANCE WAY PO BOX 10 ONA, WV 25545 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 0.73% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $42K | $11K | $53K | 9.62% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $19K | $12K | $31K | 8.16% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $8K | $18K | 5.54% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | $16K | $32K | 10.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 2.92% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 2.08% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | — | $16K | 6.00% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | $7K | $23K | 8.72% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | $5K | $19K | 8.08% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $8K | $18K | 9.63% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $6K | $14K | 8.36% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 2.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $402 | — | $402 | 0.24% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $4K | $9K | 5.62% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $3K | $8K | 5.22% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $17K | $10K | $26K | 19.69% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 2.53% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | $7K | $13K | 9.96% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $2K | $10K | 9.87% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 10.00% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $3K | $7K | 8.21% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $4K | $8K | 9.52% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $4K | $8K | 9.95% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 10.00% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $1K | $12K | 17.22% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15223 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 1.88% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $2K | $12K | 18.63% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $3K | $7K | 11.33% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSCOIATE | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $1K | $4K | 7.31% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWAY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 2.00% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 3.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $141 | — | $141 | 0.25% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $2K | $5K | 8.46% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 8.77% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $1K | $6K | 12.06% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 15.37% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $789 | — | $789 | 1.53% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE ST SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $1K | $4K | 8.55% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 2.89% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $410 | — | $410 | 1.03% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $1K | $2K | 5.68% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 10.00% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $695 | $5K | 17.34% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $1K | $7K | 24.01% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $996 | $2K | $3K | 9.88% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $197 | — | $197 | 0.70% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $900 | $4K | 13.22% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $2K | $6K | 21.42% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 14.23% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $449 | — | $449 | 1.66% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $654 | — | $654 | 2.59% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $553 | $4K | 15.77% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $938 | $4K | 20.00% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $614 | $819 | $1K | 8.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $61 | — | $61 | 0.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $743 | $3K | 19.73% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $625 | $2K | 14.00% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $465 | — | $465 | 2.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $893 | $4K | 25.77% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $0 | $1K | $1K | 7.53% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $314 | $2K | 12.41% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $641 | $329 | $970 | 7.57% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 14.23% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $195 | — | $195 | 1.66% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $613 | $2K | 21.42% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $608 | $2K | 26.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $564 | $2K | 21.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $588 | — | $588 | 9.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $846 | $328 | $1K | 20.82% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $281 | $228 | $509 | 10.87% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $449 | $99 | $548 | 12.20% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSCOIATE | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $634 | $92 | $726 | 17.17% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWAY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $85 | — | $85 | 2.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $480 | $164 | $644 | 20.14% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $211 | — | $211 | 14.39% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $22 | — | $22 | 1.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $179 | $60 | $239 | 26.70% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $45 | — | $45 | 6.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $96 | $38 | $134 | 20.87% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| FIDELITY INVESTMENTS NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 82 DEVONSHIRE STREET BOSTON, MA 02109 | $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 | 190,554 | 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) | 190,554 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,308 | $39K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 49 | $25K |
| Life insurance(37 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 53,549 | $63.9M |
| Short-term disability(25 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 37,552 | $49.1M |
| Long-term disability(39 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 45,156 | $58.2M |
| Other(34 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 51,062 | $42.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 53,549 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.