| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WEINER INSURANCE, INC.3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | HARTFORD LIFE AND ACCIDENT | $118K | — | $118K | 4.75% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 4.18% |
| WILLIAM KEHOE3 | 9201 S HOMAN AVE EVERGREEN PARK, IL 60805 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 2.65% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.75% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.54% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $746 | — | $746 | 1.59% |
| WILLIAM KEHOE3 | 9201 S HOMAN AVE EVERGREEN PARK, IL 60805 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $537 | — | $537 | 1.14% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.07% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $104 | — | $104 | 1.47% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $94 | — | $94 | 1.33% |
| WILLIAM KEHOE3 | 9201 S HOMAN AVE EVERGREEN PARK, IL 60805 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.10% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | THE PAUL REVERE LIFE INSURANCE COMPANY | $162 | — | $162 | 2.49% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | THE PAUL REVERE LIFE INSURANCE COMPANY | $132 | — | $132 | 2.03% |
| WEINER INSURANCE, INC.3 | 13951 N. SCOTTSDALE RD SUITE 131 SCOTTSDALE, AZ 85254 | THE PAUL REVERE LIFE INSURANCE COMPANY | $47 | — | $47 | 0.85% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | THE PAUL REVERE LIFE INSURANCE COMPANY | $47 | — | $47 | 0.85% |
| LISA RESNIK3 Filed as: LISA RESNICK | 500 E GRANT ST APT 1710 MINNEAPOLIS, MN 55404 | THE PAUL REVERE LIFE INSURANCE COMPANY | $26 | — | $26 | 0.47% |
| WILLIAM DAVID WEINER3 | 13951 N SCOTTSDALE RD., SUITE 131 SCOTTSDALE, AZ 85254 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 2.84% |
| BERNARD WEINER3 | 4555 E MAYO BLVD #14101 PHOENIX, AZ 85050 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $58 | — | $58 | 2.80% |
| WILLIAM KEHOE | 9201 S HOMAN AVE EVERGREEN PARK, IL 60805 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.14% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MANAGEMENT EIN 81-0400550 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $619K |
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 | 2,185 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,211 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,634 | $1.2M |
| Vision | VISION SERVICE PLAN | 1,327 | $213K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,154 | $2.5M |
| Short-term disability(2 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 5 | $13K |
| Long-term disability(5 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 2,154 | $2.7M |
| Other | HARTFORD LIFE AND ACCIDENT | 2,154 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,154 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.