| 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 | METROPOLITAN LIFE INSURANCE COMPANY | $100K | $55 | $100K | 1.45% |
| BUCK GLOBAL LLC3 | PO BOX 202617 DALLAS, TX 75320 | HEALTH ALLIANCE PLAN | $289K | $0 | $289K | 4.94% |
| EBCG LLC3 | 2205 LAKESIDE DRIVE BANNOCKBURN, IL 60015 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $0 | $18K | 2.82% |
| BUCK GLOBAL LLC3 | PO BOX 207640 DALLAS, TX 75320 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 2205 LAKESIDE DRIVE BANNOCKBURN, IL 60015 | UNUM INSURANCE COMPANY | $28K | $2K | $30K | 16.14% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | PO BOX 207640 DALLAS, TX 75320 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26K | $0 | $26K | 29.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $6K | $0 | $6K | 7.48% |
| EBCG LLC3 | 2205 LAKESIDE DRIVE BANNOCKBURN, IL 60015 | METLIFE LEGAL PLANS | $680 | $796 | $1K | 1.90% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | METLIFE LEGAL PLANS | $1K | $0 | $1K | 1.70% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HIGHWAY AUSTIN, TX 78746 | METLIFE LEGAL PLANS | $0 | $55 | $55 | 0.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METLIFE LEGAL PLANS | $0 | $5 | $5 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 2205 LAKESIDE DRIVE BANNOCKBURN, IL 60015 | UNUM INSURANCE COMPANY OF AMERICA | $16K | $0 | $16K | 21.57% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | UNUM INSURANCE COMPANY OF AMERICA | $0 | $102 | $102 | 0.13% |
| BUCK GLOBAL LLC3 | PO BOX 207640 DALLAS, TX 75320 | DELAWARE AMERICAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.00% |
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 | 3,173 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 52 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,225 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH ALLIANCE PLAN | 3,173 | $5.9M |
| Dental | DELAWARE AMERICAN LIFE INSURANCE COMPANY | 3,173 | $37K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 6,818 | $930K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 13,736 | $7.5M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 357 | $625K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 13,736 | $6.9M |
| Prescription drug(2 contracts, 2 carriers) | HEALTH ALLIANCE PLAN | 3,173 | $5.9M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 13,736 | $7.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,736 | — |
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.