| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097631 | UNITED HEALTHCARE INSURANCE COMPANY | — | $88K | $88K | 1.84% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $52K | — | $52K | 2.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY, SUITE 300 ALPHARETTA, GA 30009 | DELTA DENTAL INSURANCE COMPANY | $25K | — | $25K | 3.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $5K | $5K | 1.88% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $3K | $3K | 1.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $209 | $209 | 0.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $136 | $136 | 0.63% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES HOUSTON LLC | 1120 SANTCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10K | — | $10K | 54.88% |
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 | 689 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 692 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 480 | $6.9M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 722 | $709K |
| Vision | VISION SERVICE PLAN | 597 | $83K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 885 | $243K |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 882 | $25K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 882 | $178K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 449 | $2.1M |
| Other(5 contracts, 4 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 993 | $323K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 993 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.