| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $309K | $500K | $809K | 5.23% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $545K | $271K | $817K | 6.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $177K | $155K | $332K | 2.61% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $881K | $201K | $1.1M | 10.99% |
| CHARLES D ROBINSON3 | ONE INSURANCE WAY PO BOX 10 ONA, WV 25545 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $438 | — | $438 | 0.00% |
| 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 | $330K | — | $330K | 4.49% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $55K | $51K | $106K | 1.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $328K | $137K | $465K | 7.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $155K | $155K | 2.94% |
| 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 | $206K | — | $206K | 4.20% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $54K | $54K | 1.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $142K | $87K | $229K | 5.59% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $233K | $111K | $343K | 8.83% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15223 | SUN LIFE ASSURANCE COMPANY OF CANADA | $171K | — | $171K | 4.94% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15223 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $58K | $63K | 1.82% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $178K | $79K | $257K | 8.66% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $60K | $60K | 3.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $120K | $38K | $158K | 8.24% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $182K | $48K | $230K | 14.33% |
| 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 | $153K | — | $153K | 15.56% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $34K | $34K | 3.46% |
| 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 | $75K | — | $75K | 9.07% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $24K | $24K | 2.90% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $49K | $20K | $69K | 8.46% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $45K | $12K | $57K | 8.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $74K | — | $74K | 10.88% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $14K | $20K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $74K | — | $74K | 11.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $12K | $17K | 2.53% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $34K | $11K | $45K | 7.47% |
| CHARLES D ROBINSON3 | ONE INSURANCE WAY PO BOX 10 ONA, WV 25545 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 0.77% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | — | $14K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWAY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | — | $14K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $50K | — | $50K | 11.21% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $7K | $10K | 2.17% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $10K | $20K | 5.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | $10K | $26K | 7.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $18K | $7K | $26K | 8.38% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | $8K | $24K | 9.13% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWAY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $14K | $6K | $20K | 8.76% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 1.76% |
| VICARY INSURANCE AGENCY3 Filed as: VICARY RICHARD | 1652 W. 8TH STREET ERIE, PA 16505 | SUN LIFE ASSURANCE COMPANY OF CANADA | $503 | — | $503 | 0.25% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | -$7K | — | -$7K | -3.27% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $18K | $11K | $29K | 16.04% |
| 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 | $403 | — | $403 | 0.25% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $5K | $10K | 6.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $12K | $20K | 12.65% |
| 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 | $7K | — | $7K | 5.00% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $4K | $4K | 2.64% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | $4K | $11K | 7.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 4.49% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 3001 WESTOWN PARKWAY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $406 | $3K | $4K | 2.69% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PARKWAY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $270 | — | $270 | 0.20% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $9K | $16K | 12.58% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15223 | SUN LIFE ASSURANCE COMPANY OF CANADA | $19 | $6K | $6K | 4.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15223 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 3.63% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $5K | $8K | 6.77% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 11.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $731 | $2K | $2K | 2.68% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $2K | $7K | 7.98% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | $2K | $13K | 17.91% |
| 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 | $10K | — | $10K | 14.54% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $2K | $2K | 2.90% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $2K | $12K | 18.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $2K | $6K | 9.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $2K | $7K | 12.42% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $1K | $13K | 22.52% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $2K | $8K | 14.80% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 6.22% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSCOIATE | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $250 | $1K | $1K | 2.90% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWAY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $100 | — | $100 | 0.20% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $2K | $8K | 18.67% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $933 | $8K | 18.27% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $2K | $9K | 20.20% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE ST SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $1K | $4K | 9.24% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 6.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $1K | $2K | 6.17% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $1K | $7K | 17.90% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $965 | $6K | 18.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $2K | $7K | 22.05% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $779 | $4K | 14.49% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $2K | $7K | 22.48% |
| 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 | $1K | — | $1K | 4.39% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $1K | $1K | 4.32% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $1K | $5K | 20.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $614 | $4K | 17.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $550 | — | $550 | 3.00% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWAY SUITE 375 ALPHARETTA, GA 30009 | CIGNA LIFE INSURANCE CO. OF NEW YORK | $550 | — | $550 | 3.00% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $491 | $491 | 3.00% |
| 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 | $491 | — | $491 | 3.00% |
| ANDREW F RODGERS INS AGCY INC3 Filed as: ANDREW F RODGERS INSURANCE AGENCY | 651 HOLIDAY DR PITTSBURGH, PA 15220 | SUN LIFE ASSURANCE COMPANY OF CANADA | $246 | — | $246 | 1.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $830 | $3K | 22.71% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $428 | $2K | 12.98% |
| 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 | $865 | — | $865 | 6.16% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS, INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $593 | — | $593 | 4.22% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $416 | $3K | 19.04% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $255 | $1K | 10.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $813 | $2K | 16.70% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $557 | $281 | $838 | 7.52% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $466 | $1K | 14.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $879 | $667 | $2K | 17.59% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $855 | $452 | $1K | 15.29% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $239 | $1K | 17.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $301 | $142 | $443 | 8.83% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $474 | $139 | $613 | 12.94% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $639 | $126 | $765 | 17.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $612 | $222 | $834 | 20.45% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $541 | — | $541 | 15.26% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSCOIATE | 3001 WESTOWN PKWY WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $54 | $84 | $138 | 3.89% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWAY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7 | — | $7 | 0.20% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $402 | $72 | $474 | 20.05% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $282 | $53 | $335 | 19.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $43 | — | $43 | 2.97% |
| BENEFIT ADVISORS SERVICES3 | 1120 SANCTUARY PKWAY SUITE 375 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $43 | — | $43 | 2.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $270 | — | $270 | 20.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $139 | — | $139 | 15.04% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $47 | $47 | $94 | 20.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| FIDELITY INVESTMENTS NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 245 SUMMER STREET BOSTON, MA 02210 | $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 | 250,448 | 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) | 250,448 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,212 | $39K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 49 | $28K |
| Life insurance(39 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 55,128 | $69.7M |
| Short-term disability(30 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 24,129 | $50.1M |
| Long-term disability(41 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 46,875 | $64.1M |
| Other(38 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 52,770 | $60.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 55,128 | — |
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.
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.