| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMEN SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $66K | $45 | $66K | 7.45% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 0.95% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMEN SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $71K | $45 | $71K | 15.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 0.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMENT SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $45 | $6K | 1.53% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 0.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMEN SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $50K | $45 | $50K | 15.15% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 0.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMENT SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $44K | $45 | $44K | 15.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 0.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | DB-EB OPERATING ACCOUNT PO BOX 8299 PASADENA, CA 91109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 14.12% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON US | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 5.89% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 DIRECT BILL DEPARTMENT SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $45 | $4K | 7.59% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $546 | $546 | 0.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | DB-EB OPERATING ACCOUNT PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN GENERAL INSURANCE COMPANY | $4K | — | $4K | 8.25% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $294 | $294 | 0.64% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $285 | $285 | 0.62% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | DB-EB OPERATING ACCOUNT PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $5K | — | $5K | 11.84% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | $452 | $452 | 1.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | $12 | $12 | 0.03% |
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 | 3,015 | 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) | 3,015 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,015 | $1.1M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 8,328 | $378K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 13,661 | $942K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 600 | $60K |
| Other(2 contracts, 2 carriers) | METROPOLITAN GENERAL INSURANCE COMPANY | 520 | $90K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,661 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.