| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | — | SOUTHERNSCRIPTS, LLC DBA LIVINITI, LLC | $8K | $0 | $8K | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $51K | $111 | $51K | 6.77% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE, FL 16 DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $34K | $0 | $34K | 4.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD, STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $10K | $10K | 1.37% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE, STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 0.42% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD, STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $47 | $47 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | 8144 WALNUT HILL LANE, FL 16 DALLAS, TX 75231 | METROPOLITAN GENERAL INSURANCE COMPANY | $2K | $0 | $2K | 5.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | PO BOX 745977 SAN DIEGO, CA 90074 | METROPOLITAN GENERAL INSURANCE COMPANY | $1K | $0 | $1K | 3.70% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN GENERAL INSURANCE COMPANY | $293 | $186 | $479 | 1.51% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $183 | $183 | 0.58% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 2185 NORTH CALIFORNIA BLVD, STE 400 WALNUT CREEK, CA 94596 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $109 | $109 | 0.34% |
| MARSH & MCLENNAN AGENCY LLC3 | 9850 NW 41ST ST, STE 100 MIAMI, FL 33178 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $92 | $92 | 0.29% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 412703 BOSTON, MA 02241 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $27 | $27 | 0.08% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | — | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 701 B ST, FL 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $266 | $109 | $375 | 13.35% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE, FL 16 DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $94 | $0 | $94 | 3.35% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD, STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $28 | $28 | 1.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE, STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9 | $9 | 0.32% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE, FL 16 DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $136 | $0 | $136 | 116.24% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE, STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $7 | $7 | 5.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 701 B ST, FL 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | -$15 | $111 | $96 | — |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD, STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | -$1 | -$1 | — |
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 | 1,016 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,024 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,868 | $750K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,868 | $750K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,868 | $750K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,868 | $750K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,868 | $750K |
| Prescription drug | SOUTHERNSCRIPTS, LLC DBA LIVINITI, LLC | 636 | $2.6M |
| Other(9 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,859 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,859 | — |
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.