| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STHEALTH BENEFIT SOLUTIONS LLC3 | DBA STEALTH PARTNER GROUP 18940 N PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | SUN LIFE ASSURANCE COMPANY OF CANADA | $272K | $27K | $298K | 13.18% |
| BENEFIT HARBOR INSURANCE SERVICES3 Filed as: BENEFIT HARBOR INSURANCE SERVICES L | 5445 LEGACY DR STE 75024 PLANO, TX 750243106 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | $10K | $37K | 2.06% |
| STHEALTH BENEFIT SOLUTIONS LLC3 Filed as: STHEALTH BENEFIT SOLUTIONS | DBA STEALTH PARTNER GROUP 18940 N PIMA RD STE 210 SCOTTSDALE, AS 85255 | SUN LIFE ASSURANCE COMPANY OF CANADA | $89K | $11K | $100K | 26.08% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 852556343 | METROPOLITAN LIFE INSURANCE COMPANY | $20K | — | $20K | 6.95% |
| BENEFIT HARBOR INSURANCE SERVICES3 Filed as: BENEFIT HARBOR INSURANCE | SERVICES LLC 5445 LEGACY DR STE 75024 PLANO, TX 750243106 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $69 | $1K | 0.42% |
| MICHAEL P JONES3 | 13846 ATLANTIC BLVD UNIT 101 JACKSONVILLE, FL 32225 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9K | — | $9K | 6.23% |
| BRANDON M JONES3 Filed as: BRANDON JONES | 6863 TREBLE CLEF AVENUE LAS VEGAS, NV 89139 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8K | — | $8K | 5.32% |
| TAMARA JONES3 | 6863 TREBLE CLEF AVENUE LAS VEGAS, NV 89139 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5K | — | $5K | 3.46% |
| STEALTH PARTNER GROUP LLC6 Filed as: STEALTH BENEFIT SOLUTIONS, INC. | 18940 NORTH PIMA ROAD, SUITE 210 SCOTTSDALE, AZ 85255 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 2.80% |
| BEST WORKSITE BENEFITS INC3 Filed as: BEST WORKSITE BNFTS AND OTHER AGENT | 6817 SOUTHPOINT PARKWAY UNIT 2303 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 2.24% |
| JAMES WESLEY HAMBY3 | 503 FORREST PARK COURT HUNTSVILLE, AL 35806 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 2.17% |
| MICHAEL P JONES3 Filed as: MICHAEL P. JONES | 13846 ATLANTIC BOULEVARD, SUITE 101 JACKSONVILLE, FL 32225 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 1.78% |
| CRAIG TEES3 | 1700 EAGLE WATCH DR FLEMING ISLAND, FL 32003 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 1.45% |
| SPETNER ASSOCIATES INC3 Filed as: SPETNER ASSOCIATES, INC. | 8630 DELMAR BOULEVARD, SUITE 100 SAINT LOUIS, MO 63124 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $516 | — | $516 | 0.35% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 2415 E CAMELBACK RD, STE 420 PHOENIX, AZ 85016 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 14.76% |
| STEATLH PARTNER GROUP3 | 18940 NORTH PIMA ROAD, SUITE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $716 | $4K | $4K | 6.52% |
| BEST WORKSITE BENEFITS INC3 | 6817 SOUTHPOINT PKWY UNIT 2303 JACKSONVILLE, FL 32216 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 1.76% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 NORTH PIMA ROAD STE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $6K | $8K | 11.94% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 2415 E CAMELBACK RD STE 420 PHOENIX, AZ 85016 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 9.16% |
| BEST WORKSITE BENEFITS INC3 | 6817 SOUTHPOINT PKWY UNIT 2303 JACKSONVILLE, FL 32216 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 2.31% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 852556343 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 7.50% |
| CUSTOM BENEFIT CONSULTANTS INC.3 Filed as: CUSTOM BENEFIT CONSULTANTS, INC. | 300 S 4TH STREET SUITE 704 LAS VEGAS, NV 89101 | HYATT LEGAL PLANS | $10K | $55 | $10K | 97.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HYATT LEGAL PLANS | $1K | $63 | $1K | 10.57% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | HYATT LEGAL PLANS | — | $203 | $203 | 1.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE, INC. | DBA ARLENGROUP A DIVISION OF ALLIAN 2121 N CALIFORNIA BLVD #1000 WALNUT CREEK, CA 94596 | HYATT LEGAL PLANS | — | $63 | $63 | 0.61% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 701 B ST FL 6 SAN DIEGO, CA 92101 | HYATT LEGAL PLANS | — | $23 | $23 | 0.22% |
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 | 1,471 | 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) | 1,471 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 2,942 | $14.1M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 3,573 | $1.8M |
| Vision | VISION SERVICE PLAN | 2,058 | $298K |
| Life insurance(4 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,951 | $855K |
| Short-term disability(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,951 | $709K |
| Long-term disability(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,951 | $709K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 2,942 | $14.1M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 623 | $2.3M |
| Other(7 contracts, 5 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,951 | $900K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,573 | — |
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.