| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | UNITED HEALTHCARE INSURANCE COMPANY | $294 | $310K | $310K | 2.32% |
| CHAPMAN SCHEWE & CUTSHALL LC3 Filed as: CHAPMAN, SCHEWE & CUTSHALL, LC | 11700 KATY FWY STE 1100 HOUSTON, TX 77079 | UNITED HEALTHCARE INSURANCE COMPANY | $42 | — | $42 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $1K | — | $1K | 0.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY. #300 ALPHARETTA, GA 30009 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $4K | — | $4K | 0.67% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $13K | — | $13K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $842 | — | $842 | 0.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $45K | $0 | $45K | 16.18% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $3K | $3K | 1.06% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $41K | $0 | $41K | 15.86% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $3K | $3K | 1.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $36K | $0 | $36K | 15.93% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $2K | $2K | 1.06% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL PROGRAMS, INC. | $4K | — | $4K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES LLC 33-0785439 | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | EYEMED VISION CARE | $749 | — | $749 | 0.67% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES LLC 33-0785439 | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | EYEMED VISION CARE | $231 | — | $231 | 0.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES LLC 33-0785439 | 1120 SANCTUARY PARKWAY ALPHARETTA, GA 30009 | EYEMED VISION CARE | $83 | — | $83 | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC, | 1120 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30009 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 5.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY,STE 300 ALPHARETTA, GA 30009 | CIGNA | $3K | — | $3K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES LLC 33-0785439 | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | EYEMED VISION CARE | $29 | — | $29 | 0.39% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES LLC 33-0785439 | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | EYEMED VISION CARE | $2 | — | $2 | 0.42% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES LLC 33-0785439 | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | EYEMED VISION CARE | $1 | — | $1 | 0.69% |
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 | 3,509 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,522 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 2,178 | $13.5M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL INSURANCE COMPANY | 1,138 | $919K |
| Vision(8 contracts, 2 carriers) | EYEMED VISION CARE | 1,346 | $274K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,509 | $278K |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 734 | $228K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 855 | $257K |
| Other | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,509 | $278K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,509 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.