| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 3424 PEACHTREE RD NE # 1400 ATLANTA, GA 30326 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $75K | — | $75K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT | — | PAN-AMERICAN LIFE INSURANCE COMPANY | — | $36K | $36K | 6.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $45 | $16K | 3.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $11K | $11K | 2.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 3424 PEACHTREE RD NE # 1400 ATLANTA, GA 30326 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $52K | — | $52K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $5K | $3K | $8K | 4.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 911098299 | VISION SERVICE PLAN | $11K | — | $11K | 10.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 3424 PEACHTREE RD NE # 1400 ATLANTA, GA 30326 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $45 | $25K | 27.94% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 1.45% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 3424 PEACHTREE RD NE # 1400 ATLANTA, GA 30326 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | — | $11K | 16.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 3424 PEACHTREE RD NE # 1400 ATLANTA, GA 30326 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 16.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | DB-EB OPERATING ACCOUNT PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS OF FLORIDA | $3K | — | $3K | 9.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | METLIFE LEGAL PLANS OF FLORIDA | — | $330 | $330 | 1.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | METLIFE LEGAL PLANS OF FLORIDA | — | $80 | $80 | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METLIFE LEGAL PLANS OF FLORIDA | — | $3 | $3 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 3424 PEACHTREE RD NE #1400 ATLANTA, GA 30326 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $86 | — | $86 | 10.02% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MAXORPLUS EIN 75-2676894 CLAIMS PROCESSING | Claims processing Service code 12 | — | $92K |
| EVERNORTH BEHAVIORAL HEALTH, INC. EIN 41-1648670 CONTRACT ADMINISTRATOR | Claims processing; Contract Administrator; Direct payment from the plan; Participant communication Service code 12 | — | $29K |
| WAGEWORKS EIN 94-3351864 CLAIMS PROCESSING | Claims processing Service code 12 | — | $9K |
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 | 1,531 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 44 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,575 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | FLORIDA BLUE | 658 | $7.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,474 | $544K |
| Vision | VISION SERVICE PLAN | 763 | $107K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,853 | $748K |
| Short-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,390 | $45K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,118 | $515K |
| Other(4 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,610 | $235K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,853 | — |
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.