| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA HEALTH OF CALIFORNIA INC | $104K | $0 | $104K | 3.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE COMPANY | $82K | $38K | $120K | 4.51% |
| ALLIANT INSURANCE SERVICES, INC.3 | 401 UNION STREET, SUITE 3000 SEATTLE, WA 98101 | METROPOLITAN LIFE INSURANCE COMPANY | $95K | $236 | $95K | 9.56% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVENUE, SUITE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $50K | $3K | $53K | 5.37% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $11K | $11K | 1.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | SIMNSA | $27K | $0 | $27K | 7.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 401 UNION STREET, SUITE 3000 SEATTLE, WA 98101 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $4K | $0 | $4K | 13.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $684 | $684 | 2.36% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.56% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPORT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 7.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | MEDIEXCEL HEALTH PLAN | $2K | $0 | $2K | 813.07% |
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 | 2,100 | 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) | 2,100 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | AETNA HEALTH OF CALIFORNIA INC | 523 | $6.4M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,356 | $1.0M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 2,356 | $994K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,356 | $994K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,356 | $994K |
| Prescription drug(3 contracts, 3 carriers) | AETNA HEALTH OF CALIFORNIA INC | 523 | $6.4M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 2,356 | $994K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,356 | — |
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.