| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 300047631 | AETNA LIFE INSURANCE CO. | $274K | — | $274K | 1.83% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 100 PINE ST 11TH FL SAN FRANCISCO, CA 94111 | AETNA LIFE INSURANCE CO. | — | $267K | $267K | 1.79% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 300097631 | DELTA DENTAL INSURANCE COMPANY | $65K | — | $65K | 0.46% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097631 | VISION SERVICE PLAN | $103K | — | $103K | 3.06% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | ATT JAMES PEDERSON 701 B STREET FL 6 SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $41K | $42K | 1.40% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097630 | RELIASTAR LIFE INSURANCE COMPANY | — | $50K | $50K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 300097631 | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | $22K | — | $22K | 1.93% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $18K | — | $18K | 1.95% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 2.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5847 SAN FELIPE STE 2750 HOUSTON, TX 77057 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 6.42% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $3K | $3K | 6.07% |
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 | 27,264 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,089 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 28,357 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | 211 | $2.3M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL INSURANCE COMPANY | 54,780 | $14.2M |
| Vision | VISION SERVICE PLAN | 20,575 | $3.3M |
| Life insurance | AETNA LIFE INSURANCE CO. | 41,420 | $14.9M |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 113 | $50K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 13,041 | $3.0M |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 41,420 | $16.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 54,780 | — |
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.