| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 212 N CALIFORNIA BLVD STE 1000 WALNUT CREEK, CA 94596 | STANDARD INSURANCE COMPANY | $19K | — | $19K | 10.00% |
| UNIFYHR, LLC3 | 105 DECKER COURT SUITE 310 IRVING, TX 75062 | STANDARD INSURANCE COMPANY | — | $769 | $769 | 0.40% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE ADVANTAGE ADMINISTRATORS EIN 71-0226428 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | PO BOX 3743 LITTLE ROCK, AR 72203 | $322K |
| WEHCO MEDIA NONE | Consulting (general) Service code 16 | 1465 E JOYCE BLVD STE 205 FAYETTEVILLE, AR 72203 | $50K |
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 | 526 | 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) | 526 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BERKLEY LIFE AND HEALTH INSURANCE CO. | 524 | $492K |
| Life insurance(2 contracts, 2 carriers) | BERKLEY LIFE AND HEALTH INSURANCE CO. | 911 | $685K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 911 | — |
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.