| 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 | $161K | $47K | $208K | 4.36% |
| MESIROW INSURANCE SERVICES INC3 | — | BLUECROSS BLUESHIELD OF OKLAHOMA | — | $8K | $8K | 0.16% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANTUARY PARKWAY STE 300 ALPHARETTA, GA 30009 | DELTA DENTAL INSURANCE COMPANY | $49K | — | $49K | 12.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $27K | — | $27K | 15.00% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST FL 6 SAN DIEGO, CA 921018156 | VISION SERVICE PLAN | $15K | — | $15K | 10.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | — | $12K | 15.00% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $830 | $830 | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | — | $9K | 15.00% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $595 | $595 | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $413 | $413 | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $319 | $319 | 1.00% |
| TELADOC3 Filed as: TELADOC HEALTH INC | 701 B STREET 6TH FLOOR PO BOX 123417 DALLAS, TX 753123417 | TELADOC HEALTH, INC. | $2K | — | $2K | 7.38% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $110 | $110 | 1.00% |
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 | 700 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 707 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF OKLAHOMA | 1,265 | $4.8M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 532 | $408K |
| Vision | VISION SERVICE PLAN | 539 | $151K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 677 | $177K |
| Short-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 205 | $41K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 733 | $59K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF OKLAHOMA | 1,265 | $4.8M |
| Other(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 677 | $303K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,265 | — |
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.