| 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 | $39K | $30K | $69K | 1.10% |
| MESIROW INSURANCE SERVICES INC3 | — | BLUECROSS BLUESHIELD OF OKLAHOMA | — | $7K | $7K | 0.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANTUARY PARKWAY STE 300 ALPHARETTA, GA 30009 | DELTA DENTAL INSURANCE COMPANY | $50K | — | $50K | 12.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $32K | $9K | $41K | 19.13% |
| 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 | PO BOX 8299 PASADENA, CA 911098299 | VISION SERVICE PLAN | $15K | — | $15K | 9.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $14K | $4K | $18K | 19.38% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $946 | $946 | 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 | $10K | $3K | $13K | 19.42% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $672 | $672 | 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 | $8K | $2K | $10K | 18.95% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $523 | $523 | 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 | $6K | $2K | $7K | 19.29% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $372 | $372 | 1.00% |
| TELADOC3 Filed as: TELADOC HEALTH INC | 701 B STREET 6TH FLOOR PO BOX 123417 DALLAS, TX 753123417 | TELADOC HEALTH, INC. | $5K | — | $5K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $549 | $2K | 19.70% |
| IBX INSURANCE SERVICES LLC3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $117 | $117 | 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 | — | $8 | $8 | 3.96% |
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 | 684 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 689 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF OKLAHOMA | 1,203 | $6.3M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 538 | $413K |
| Vision | VISION SERVICE PLAN | 530 | $146K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 684 | $215K |
| Short-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 226 | $53K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 684 | $67K |
| Other(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 684 | $358K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,203 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.