| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT EMPLOYEE BENEFITS | 1120 SANCTUARY PARKWAY, STE. 300 ALPHARETTA, GA 30009 | SCRIPT CARE, LTD | $66K | — | $66K | 1.95% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097630 | RELIASTAR LIFE INSURANCE COMPANY | — | $24K | $24K | 3.00% |
| UMR, INC.3 Filed as: UMR INC | MARY GOSZ MAIL STOP 7320 11 SCOTT ST STE 100 WAUSAU, WI 544034888 | RELIASTAR LIFE INSURANCE COMPANY | — | $24K | $24K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 1120 SANCTUARY PKWY ALPHARETTA, GA 300097629 | METROPOLITAN LIFE INSURANCE COMPANY | $30K | $71 | $30K | 4.15% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 701 B ST FL 6 ATTN JAMES PEDERSON SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | — | $11K | $11K | 1.51% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | AETNA LIFE INSURANCE COMPANY | $37K | — | $37K | 8.45% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | — | $748K |
| ALLIANT INSURANCE SERVICES INC. EIN 33-0785439 BROKER | Other commissions Service code 55 | 1120 SANCTUARY PKWY, STE 300 ALPHARETTA, GA 30009 | $30K |
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 | 1,897 | 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) | 1,897 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 73 | $439K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,223 | $1.2M |
| Vision | AETNA LIFE INSURANCE COMPANY | 73 | $439K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 73 | $439K |
| Prescription drug | SCRIPT CARE, LTD | 2,303 | $3.4M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 1,230 | $809K |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,219 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,303 | — |
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.