| 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 | $15K | $301K | $316K | 2.28% |
| CHAPMAN SCHEWE & CUTSHALL LC3 Filed as: CHAPMAN, SCHEWE & CUTSHALL, LC | 11700 KATY FWY STE 1100 HOUSTON, TX 77079 | UNITED HEALTHCARE INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | DELTA DENTAL INSURANCE COMPANY | $13K | — | $13K | 2.00% |
| 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 | $65K | — | $65K | 22.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PARKWAY,SUITE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $3K | $3K | 0.89% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 701 B STREET 6TH FL00R SAN DIEGO, CA 92101 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $46K | — | $46K | 16.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PARKWAY,SUITE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $2K | $2K | 0.84% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $38K | — | $38K | 16.88% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PARKWAY,SUITE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $2K | $2K | 0.84% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | ALPHA DENTAL PROGRAMS, INC. | $4K | — | $4K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC, | 1120 SANCTUARY PARKWAY ALPHARETTA, GA 30009 | AETNA LIFE INSURANCE COMPANY | $5K | — | $5K | 6.51% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 5444 WESTHIEMER STE 900 ATTN BLAKE REMOND HOUSTON, TX 77056 | CIGNA | — | $33 | $33 | — |
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 | 3,753 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,768 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 2,389 | $13.9M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL INSURANCE COMPANY | 1,265 | $920K |
| Vision(8 contracts, 2 carriers) | EYEMED VISION CARE | 1,307 | $263K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,753 | $291K |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 734 | $226K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 866 | $270K |
| Other | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,753 | $291K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,753 | — |
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.