| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES HOUSTON LLC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $32K | $84 | $32K | 4.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES HOUSTON LLC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 0.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | ARCH INSURANCE COMPANY | $847 | — | $847 | 15.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY, STE 300 ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $661 | — | $661 | 25.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. - HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $62 | $62 | 2.36% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $637 | — | $637 | 25.76% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. - HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $67 | $67 | 2.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY, STE 300 ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $304 | — | $304 | 21.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. - HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $50 | $50 | 3.46% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AENTA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVE. HARTFORD, CT 06156 | $549K |
| SIMPLYWELL, INC. CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 10670 N. CENTRAL EXPRESSWAY SUITE 700 DALLAS, TX 75231 | $59K |
| AETNA BEHAVIORAL HEALTH, LLC PLAN ADMINISTRATOR | Plan Administrator Service code 14 | 151 FARMINGTON AVENUE RSAA HARTFORD, CT 06156 | $13K |
| CVS PHARMACY,INC EIN 05-0340626 CLAIMS PROCESSING | Claims processing Service code 12 | — | $6K |
| HEALTH AND HUMAN RESOUCE CENTER,INC PLAN ADMINISTRATOR | Plan Administrator Service code 14 | 151 FARMINGTON AVENUE RSAA HARTFORD, CT 06156 | $1K |
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 | 756 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 769 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,552 | $747K |
| Vision(2 contracts) | EYEMED VISION CARE | 1,514 | $80K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 760 | $65K |
| Long-term disability(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 760 | $72K |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 760 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,552 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.