| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 300197614 | METROPOLITAN LIFE INSURANCE COMPANY | $30K | $59 | $31K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER RD, STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $25K | $25K | 1.61% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER RD, STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $735 | $735 | 0.05% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 300197614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 1.18% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 300197614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $18K | — | $18K | 2.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 300197614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 1.95% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 300197614 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $1K | — | $1K | 2.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER RD, STE 900 HOUSTON, TX 770565306 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | — | $963 | $963 | 1.67% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 300197614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 2.29% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $10K | — | $10K | 20.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | — | $2K | $2K | 5.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $9K | — | $9K | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | — | $2K | $2K | 4.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | $6K | — | $6K | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWT, STE 300 ALPHARETTA, GA 30009 | UNUM INSURANCE COMPANY | — | $1K | $1K | 5.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 745977 LOS ANGELES, CA 90074 | METROPOLITAN GENERAL INSURANCE COMPANY | $1K | — | $1K | 5.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299, DB EB OPERATING ACCT PASADENA, CA 91109 | METROPOLITAN GENERAL INSURANCE COMPANY | $337 | — | $337 | 1.80% |
| PAYLOGIX3 Filed as: PAYLOGIX, LLC | 1025 OLD COUNTRY ROAD, SUITE 310 WESTBURY, NY 11590 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $186 | $186 | 0.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299, DB EB OPERATING ACCT PASADENA, CA 91109 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $114 | $114 | 0.61% |
| ALLIANT INSURANCE SERVICES, INC.3 | 3600 N CAPITAL OF TEXAS HWY AUSTIN, TX 78746 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $76 | $76 | 0.41% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299, DB EB OPERATING ACCT PASADENA, CA 91109 | METLIFE LEGAL PLANS OF FLORIDA | $634 | — | $634 | 120.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METLIFE LEGAL PLANS OF FLORIDA | — | $58 | $58 | 11.07% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC EIN 33-0441200 PHARMACY BENEFIT MGMT | Claims processing; Other fees; Float revenue; Direct payment from the plan Service code 12 | PO BOX 2975 MISSION, KS 66201 | $9.2M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Other fees; Contract Administrator Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $1.5M |
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 | 4,068 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,094 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 4,068 | $1.6M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 4,068 | $1.5M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,138 | $360K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,105 | $619K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,138 | $618K |
| Other(6 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,138 | $196K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,068 | — |
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.