| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 120670 SAN DIEGO, CA 92112 | BLUECROSS BLUESHIELD OF OKLAHOMA | $211K | — | $211K | 3.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANTUARY PARKWAY STE 300 ALPHARETTA, GA 30009 | DELTA DENTAL INSURANCE COMPANY | $50K | — | $50K | 12.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST FL 6 SAN DIEGO, CA 921018156 | VISION SERVICE PLAN | $16K | — | $16K | 9.95% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | ATTN DAN JACKSON 1125 SANCTUARY PKWY STE # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $22K | — | $22K | 18.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON LLC | 1125 SANCTUARY PKWY STE # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 1.62% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | — | $15K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON LLC | 1125 SANCTUARY PKWY # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.39% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | — | $15K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON LLC | 1125 SANCTUARY PKWY STE # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 2.59% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | ATTN DAN JACKSON 1125 SANCTUARY PKWY STE # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 18.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON LLC | 1125 SANCTUARY PKWY STE # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $921 | $921 | 1.46% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON LLC | 1125 SANCUTARY PKWY STE # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 2.23% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON LLC | 1125 SANCTUARY PKWY STE # 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $892 | $892 | 2.54% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | TELADOC | $3K | $2K | $5K | 19.23% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMERICAN HEALTH HOLDING EIN 04-3705970 NONE | Contract Administrator Service code 13 | — | $27K |
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 | 759 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 771 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF OKLAHOMA | 1,317 | $6.0M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 570 | $400K |
| Vision | VISION SERVICE PLAN | 554 | $156K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 759 | $157K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 221 | $35K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 757 | $97K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF OKLAHOMA | 1,317 | $5.9M |
| Other(5 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 759 | $373K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,317 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.