| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE COMPANY | $37K | $16K | $53K | 1.85% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE COMPANY | $49K | — | $49K | 1.72% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | SIMNSA | $88K | $0 | $88K | 7.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 401 UNION STREET, SUITE 3100 SEATTLE, WA 98101 | METROPOLITAN LIFE INSURANCE COMPANY | $75K | $292 | $76K | 6.57% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | 13750 SAN PEDRO AVENUE, SUITE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $30K | $0 | $30K | 2.61% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 745977 LOS ANGELES, CA 90074 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $6K | $6K | 0.49% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.18% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $48 | $48 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON, LLC | 13750 SAN PEDRO AVENUE, SUITE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | -$132 | $0 | -$132 | -0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN, INC. | $4K | $0 | $4K | 2.75% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN AVENUE, 10TH FLOOR IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN, INC. | $0 | $650 | $650 | 0.47% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | MEDIEXCEL HEALTH PLAN | $2K | — | $2K | 9.10% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 9.29% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | — | $1K | 8.46% |
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 | 2,212 | 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) | 2,212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | AETNA LIFE INSURANCE COMPANY | 445 | $4.5M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,212 | $1.2M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 2,212 | $1.2M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,212 | $1.2M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,212 | $1.2M |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 445 | $4.3M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 2,212 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,212 | — |
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.