| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | MINNESOTA LIFE INSURANCE COMPANY | $43K | $54K | $98K | 4.50% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 30150 TELEGRAPH RD SUITE 408 BINGHAM FARMS, MI 480255708 | VISION SERVICE PLAN | $72K | — | $72K | 6.34% |
| CLARITY BENEFIT CONSULTING LLC3 | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | AETNA LIFE INSURANCE CO. | $24K | — | $24K | 3.06% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST, 310 FRESNO, CA 93720 | AETNA LIFE INSURANCE CO. | — | $8K | $8K | 0.95% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST, 310 FRESNO, CA 93720 | AETNA LIFE INSURANCE CO. | — | $6K | $6K | 0.72% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST, 310 FRESNO, CA 93720 | AETNA LIFE INSURANCE CO. | — | $4K | $4K | 0.47% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | MINNESOTA LIFE INSURANCE COMPANY | $13K | $16K | $29K | 4.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | MINNESOTA LIFE INSURANCE COMPANY | $7K | $9K | $16K | 4.50% |
| LPL FINANCIAL CORP3 Filed as: LPL FINANCIAL LLC | 75 STATE STREET, SUITE 2420 BOSTON, MA 021091807 | MINNESOTA LIFE INSURANCE COMPANY | $30K | — | $30K | 8.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES HOUSTON, LLC | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097631 | METROPOLITAN LIFE INSURANCE COMPANY | $30K | — | $30K | 15.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 177 PARK AVENUE FL 3 ATTN JAMES PEDERSON SAN JOSE, CA 951132259 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 1.70% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 1.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 177 PARK AVENUE FL3 ATTN JAMES PEDERSON SAN JOSE, CA 951132259 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $61 | $1K | 1.14% |
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 | 18,607 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 416 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,364 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,387 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 4,207 | $7.8M |
| Dental(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 4,207 | $1.4M |
| Vision(3 contracts, 3 carriers) | VISION SERVICE PLAN | 10,032 | $2.0M |
| Life insurance(3 contracts) | MINNESOTA LIFE INSURANCE COMPANY | 17,236 | $3.2M |
| Short-term disability | TRIPLE-S VIDA, INC. | 171 | $22K |
| Long-term disability(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 4,207 | $917K |
| Prescription drug(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 4,207 | $7.8M |
| Other(3 contracts, 2 carriers) | MINNESOTA LIFE INSURANCE COMPANY | 17,236 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,236 | — |
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.