| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 353 NORTH CLARK STREET 11TH FLOOR CHICAGO, IL 60654 | STANDARD INSURANCE COMPANY | $26K | $2K | $28K | 43.17% |
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INS SRVCS INC | 353 NORTH CLARK STREET CHICAGO, IL 60654 | STANDARD INSURANCE COMPANY | — | $2K | $2K | 3.42% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 9.91% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 353 NORTH CLARK STREET 11TH FLOOR CHICAGO, IL 60654 | STANDARD INSURANCE COMPANY | $6K | $405 | $6K | 15.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 353 NORTH CLARK STREET 11TH FLOOR CHICAGO, IL 60654 | STANDARD INSURANCE COMPANY | $1K | $71 | $1K | 21.02% |
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 | 408 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 411 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 408 | $52K |
| Life insurance | STANDARD INSURANCE COMPANY | 38 | $6K |
| Short-term disability | STANDARD INSURANCE COMPANY | 108 | $41K |
| Stop-loss / reinsurancereinsurance | SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION | 388 | $854K |
| Other | STANDARD INSURANCE COMPANY | 38 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 408 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.