| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $0 | $5K | 1.24% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $0 | $4K | 1.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSRANCE COMPANY OF CANADA | $5K | $0 | $5K | 2.72% |
| SAGEWELL PARTNERS INC3 Filed as: SAGEWELL PARTNERS INC. | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | SUN LIFE ASSRANCE COMPANY OF CANADA | $4K | $0 | $4K | 2.28% |
| SAGEWELL PARTNERS INC3 | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $242 | $5K | 7.68% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE SAGEWELL | 1501 REEDSDALE STREET SUITE 403 PITTSBURGH, PA 15233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 5.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $163K |
| UNITED CONCORDIA DENTAL EIN 25-1687586 CLAIMS PROCESSOR | Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 120 FIFTH AVENUE SUITE P2503 PITTSBURGH, PA 15222 | $20K |
| ALLIANT INSURANCE SERVICES INC EIN 33-0785439 INSURANCE BROKER | Insurance agents and brokers Service code 22 | 501 REEDSDALE ST. SUITE 304 PITTSBURGH, PA 15233 | $14K |
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 | 445 | 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) | 445 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 843 | $60K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 445 | $379K |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSRANCE COMPANY OF CANADA | 430 | $234K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 445 | $426K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 843 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.