| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701B STREET SAN DIEGO, CA 92101 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $247K | — | $247K | 3.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | $61 | $29K | 4.16% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $16K | $16K | 2.21% |
| BROGAN, DAVID, DEWAYNE3 | 3102 W WATERS AVE STE 103 TAMPA, FL 33614 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $71K | $0 | $71K | 44.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | A/R DIRECT BILL EB ALLIANT INSURANCE SERVICES, INC. SAN DIEGO, FL 92101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $31K | $3K | $33K | 20.96% |
| NATIONAL BFTS GROUP OF AMERICA INC3 | 3102 W WATERS AVE STE 103 TAMPA, FL 33614 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $8K | $8K | 5.04% |
| BROGAN, DAVID, DEWAYNE3 | 3102 W WATERS AVE STE 103 TAMPA, FL 33614 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $58K | — | $58K | 63.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | A/R DIRECT BILL EB ALLIANT INSURANCE SERVICE, INC. SAN DIEGO, FL 92101 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $25K | $2K | $26K | 28.73% |
| NATIONAL BFTS GROUP OF AMERICA INC3 | 3102 W WATERS AVE STE 103 TAMPA, FL 33614 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $5K | $5K | 5.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES-TAMPA,FL | 2202 NORTH WEST SHORE BOULEVARD TAMPA, FL 33607 | EYEMED | $2K | — | $2K | 3.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES-TAMPA,FL | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED | $1K | — | $1K | 1.60% |
| MMG AGENCY INC.3 Filed as: MMG AGENCY INC | 1145 FOREST AVENUE STATEN ISLAND, NY 10310 | FEDERAL INSURANCE COMPANY | $541 | — | $541 | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701B STREET SAN DIEGO, CA 92101 | FEDERAL INSURANCE COMPANY | $541 | — | $541 | 15.00% |
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 | 1,757 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,766 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | 825 | $8.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,597 | $706K |
| Vision | EYEMED | 854 | $75K |
| Life insurance | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 348 | $92K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,200 | $175K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,200 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.