| 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 | $53K | $96K | 4.50% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 30150 TELEGRAPH RD SUITE 408 BINGHAM FARMS, MI 480255708 | VISION SERVICE PLAN | $95K | — | $95K | 6.89% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | MINNESOTA LIFE INSURANCE COMPANY | $17K | $21K | $38K | 4.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE CO | $12K | — | $12K | 1.60% |
| CLARITY BENEFIT CONSULTING LLC3 | 1120 SANCTUARY PKWY SUITE 375 ALPHARETTA, GA 30009 | AETNA LIFE INSURANCE CO | $11K | — | $11K | 1.45% |
| 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 | 0.48% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST 310 FRESNO, CA 93720 | AETNA LIFE INSURANCE CO | — | $3K | $3K | 0.46% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST 310 FRESNO, CA 93720 | AETNA LIFE INSURANCE CO | — | $3K | $3K | 0.46% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST 310 FRESNO, CA 93720 | AETNA LIFE INSURANCE CO | — | $3K | $3K | 0.41% |
| CLARITY BENEFIT CONSULTING LLC3 | 1125 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | AETNA LIFE INSURANCE CO | $1K | — | $1K | 0.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | MINNESOTA LIFE INSURANCE COMPANY | $8K | $10K | $18K | 4.50% |
| CETERA ADVISOR NETWORKS LLC3 | 200 N SEPULVEDA BLVD SUITE 1300 ATTN COMMISSION DEPT EL SEQUNDO, CA 902455672 | MINNESOTA LIFE INSURANCE COMPANY | $30K | — | $30K | 8.32% |
| LPL FINANCIAL CORP3 Filed as: LPL FINANCIAL LLC | 75 STATE STREET SUITE 2420 BOSTON, MA 021091807 | MINNESOTA LIFE INSURANCE COMPANY | $6K | — | $6K | 1.76% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES HOUSTON LLC | 1125 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $37K | $6K | $42K | 28.72% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 177 PARK AVE FL 3 ATTN JAMES PEDERSON SAN JOSE, CA 951132259 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 1.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 177 PARK AVENUE FLOOR 3 ATTN JAMES PEDERSON SAN JOSE, CA 951132259 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $89 | $1K | 1.04% |
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 | 18,220 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 294 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 64 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 18,578 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 3,966 | $8.0M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 3,966 | $1.4M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 8,571 | $2.1M |
| Life insurance(3 contracts) | MINNESOTA LIFE INSURANCE COMPANY | 16,971 | $3.4M |
| Short-term disability | TRIPLE-S VIDA INC | 134 | $20K |
| Long-term disability(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 3,966 | $870K |
| Prescription drug(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 3,966 | $8.0M |
| Other(3 contracts, 2 carriers) | MINNESOTA LIFE INSURANCE COMPANY | 16,971 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 16,971 | — |
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.