| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | AETNA HEALTH OF CALIFORNIA INC. | $55K | — | $55K | 4.09% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE COMPANY | $33K | — | $33K | 4.76% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE CO | $4K | $2K | $7K | 20.99% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN SVCS | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE CO | $365 | $122 | $487 | 1.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE CO | $2K | $1K | $4K | 21.09% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN SVCS | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE CO | $232 | $0 | $232 | 1.29% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE CO | $2K | $1K | $3K | 21.79% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN SVCS | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE CO | $184 | $61 | $245 | 1.90% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE CO | $1K | $557 | $2K | 20.74% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN SVCS | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE CO | $99 | $33 | $132 | 1.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE CO | $708 | $407 | $1K | 21.66% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN SVCS | 12404 PARK CENTRAL DR STE 4005 DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE CO | $64 | — | $64 | 1.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | HEALTH AND HUMAN RECOURCE CENTER | $0 | — | $0 | 0.00% |
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 | 294 | 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) | 294 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA HEALTH OF CALIFORNIA INC. | 413 | $2.1M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 413 | $701K |
| Vision | AETNA LIFE INSURANCE COMPANY | 413 | $698K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE CO | 270 | $39K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE CO | 31 | $13K |
| Prescription drug(3 contracts, 3 carriers) | AETNA HEALTH OF CALIFORNIA INC. | 413 | $2.1M |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE CO | 270 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 413 | — |
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.