| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT EMPLOYEE BENEFITS | 1120 SANCTUARY PKWY, SUITE 300 ALPHARETTA, GA 30009 | SCRIPT CARE, LTD | $65K | — | $65K | 2.11% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097630 | RELIASTAR LIFE INSURANCE COMPANY | — | $25K | $25K | 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 | — | $25K | $25K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 1120 SANCTUARY PKWY ALPHARETTA, GA 300097629 | METROPOLITAN LIFE INSURANCE COMPANY | $47K | $61 | $47K | 6.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $10K | $10K | 1.40% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PARKWAY ALPHARETTA, GA 30009 | AETNA LIFE INSURANCE COMPANY | $41K | — | $41K | 9.19% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | — | $759K |
| ALLIANT INSURANCE SERVICES INC. EIN 33-0785439 BROKER | Other commissions Service code 55 | 1120 SANCTUARY PKWY, STE 300 STE 300 ALPHARETTA, GA 30009 | $29K |
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 | 2,047 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,052 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 82 | $451K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,129 | $1.2M |
| Vision | AETNA LIFE INSURANCE COMPANY | 82 | $451K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 82 | $451K |
| Prescription drug | SCRIPT CARE, LTD | 2,178 | $3.1M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 1,193 | $832K |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,193 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,178 | — |
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.