| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN, INC. | $87K | — | $87K | 3.20% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GROUP,LLC | 701 B ST FL 6 SAN DIEGO, CA 921018156 | RELIASTAR LIFE INSURANCE COMPANY | — | $151K | $151K | 6.00% |
| RINGMASTER INSURANCE AGENCY LLC3 | 5200 TOWN CENTER CIR STE 540 BOCA RATON, FL 334861018 | RELIASTAR LIFE INSURANCE COMPANY | — | $1K | $1K | 0.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $62K | $26K | $89K | 3.99% |
| BENEFIT ADVISORS SRVCS GROUP3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | STANDARD INSURANCE COMPANY | $8K | — | $8K | 0.38% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SRVCES INC.-ALPHARETTA | 1120 SANCTUARY PKWY. #300 ALPHARETTA, GA 30009 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | — | $277 | $277 | 0.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $20K | $59 | $20K | 4.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 1.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 3OO 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 14.89% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | INC. - HQ, 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $167 | $167 | 0.29% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 8OO CAPITAL CIRCLE SE UNIT 2 TALLAHASSEE, FL 32301 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $22 | — | $22 | 0.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | INC OF CHARLOTTE NC PO BOX 95287 CHICAGO, IL 60694 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15 | — | $15 | 0.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 12.91% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | INC OF CHARLOTTE NC PO BOX 95287 CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $137 | — | $137 | 1.16% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 14.21% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | INC OF CHARLOTTE NC PO BOX 95287 CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $58 | — | $58 | 0.73% |
| LOCKTON COMPANIES, LLC3 | DALLAS SERIES DEPT 3042, PO BOX 123042 DALLAS, TX 75312 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $233 | $102 | $335 | 4.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $241 | — | $241 | 3.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | INC OF HOUSTON TWO PIERCE PL 21ST FL ITASCA, IL 60143 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $150 | $17 | $167 | 2.16% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | INC OF CHARLOTTE NC PO BOX 95287 CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.23% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 16.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 3OO 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $591 | — | $591 | 24.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | INC. - HQ, 1OTH FLOOR 181OO VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $55 | $55 | 2.23% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 8OO CAPITAL CIRCLE SE UNIT 2 TALLAHASSEE, FL 32301 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 1.10% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | INC OF CHARLOTTE NC PO BOX 95287 CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | HOUSTON LLC 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $49 | — | $49 | 5.65% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | INC OF CHARLOTTE NC PO BOX 95287 CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 3.23% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 5.97% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | INC OF CHARLOTTE NC PO BOX 95287 CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 3.11% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $3.2M |
| DELTA DENTAL OF MISSOURI EIN 43-0908349 CLAIMS PROCESSING | Claims processing; Contract Administrator Service code 12 | — | $149K |
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 | 8,328 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 62 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,390 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 329 | $4.4M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 7,991 | $468K |
| Life insurance | STANDARD INSURANCE COMPANY | 8,322 | $2.2M |
| Long-term disability(7 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 8,322 | $2.3M |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 329 | $4.4M |
| Other(4 contracts, 4 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 8,231 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,322 | — |
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."
No prospect flags tripped on this filing.