| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 1125 SANCTUARY PARKWAY STE 300 ALPHARETTA, GA 30009 | HARTFORD LIFE AND ACCIDENT | $60K | — | $60K | 2.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 701 B STREET 6TH FLR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | $34K | $34K | 1.61% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SVCS INC | 2 PIERCE PLACE 21ST FL ITASCA, IL 60143 | HARTFORD LIFE AND ACCIDENT | — | $11K | $11K | 0.54% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $33K | — | $33K | 3.34% |
| GREENE THOMAS3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | NATIONAL GUARDIAN LIFE INSURANCE GROUP | $25K | — | $25K | 5.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | TWO PIERCE PL 21ST FLOOR ITASCA, IL 60143 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $26K | — | $26K | 6.36% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 77056 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $18K | — | $18K | 4.48% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC OF C | TWO PIERCE PLACE 21ST FLOOR ITASCA, IL 60143 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $17K | — | $17K | 4.24% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 W GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 0.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. - H | 1301 DOVE ST SUITE 200 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 0.40% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF SOUTH CAROL EIN 57-0287419 NONE | Contract Administrator Service code 13 | — | $2.6M |
| ALLIANT INSURANCE SERVICES, INC. NONE | Contract Administrator Service code 13 | 1120SANCTUARY PKWY STE300 ALPHARETTA, GA 30009 | $127K |
| GALLAGHER BENEFIT SERVICES, INC. NONE | Contract Administrator Service code 13 | 2 PIERCE PLACE 21ST FL ITASCA, IL 60143 | $55K |
| GREENE THOMAS NONE | Insurance agents and brokers Service code 22 | 1125 SANCTUARY PKWY 300 ALPHARETTA, GA 30009 | $25K |
| ALLIANT INSURANCE SERVICES HOUSTON NONE | Contract Administrator Service code 13 | 5444 WESTHEIMER RD 900 HOUSTON, TX 77056 | $18K |
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 | 9,753 | 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) | 9,753 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 2,739 | $2.1M |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE GROUP | 9,753 | $506K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 7,494 | $2.1M |
| Short-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 7,494 | $2.5M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 7,494 | $2.1M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | 213 | $2.1M |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 7,813 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,753 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.