| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $217 | $217 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | — | $59 | $59 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES LLC | 1125 SANCTUARY PARKWAY STE 300 ALPHARETTA, GA 30009 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12K | — | $12K | 3.14% |
| FALCO BERNIE3 | 1855 W STATE RD 434 LONGWOOD, FL 32750 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10K | — | $10K | 2.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS INC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9K | — | $9K | 2.34% |
| AMERICAN BNFTS & COMP SYS INC3 | 101 PARK AVE 14TH FLOOR NEW YORK, NY 10178 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | $3K | $3K | 0.75% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $928 | — | $928 | 15.05% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUE SHIELD OF FLORIDA EIN 59-2015694 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $662K |
| TELUS HEALTH (US) LTD EIN 52-1883918 CLAIMS PROCESSING | Claims processing Service code 12 | 250 ROYALL STREET SUITE 210W CANTON, MA 02021 | $35K |
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 | 1,310 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 886 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,196 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 9 | $30K |
| Dental | AETNA LIFE INSURANCE COMPANY | 9 | $30K |
| Vision(3 contracts, 2 carriers) | EYEMED VISION CARE | 2,703 | $161K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,441 | $938K |
| Short-term disability(3 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,023 | $633K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 768 | $142K |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,441 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,441 | — |
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.