| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $353K | $9K | $362K | 11.29% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | KAISER FOUNDATION HEALTH PLAN INC. | $17K | — | $17K | 1.48% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $182K | — | $182K | 17.68% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $125K | — | $125K | 17.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $133K | — | $133K | 18.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | KAISER FOUNDATION HEALTH PLAN INC. | $7K | — | $7K | 1.32% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $35K | — | $35K | 14.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | ALPHA DENTAL PROGRAMS, INC. | $13K | — | $13K | 6.27% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $29K | — | $29K | 14.42% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $28K | — | $28K | 14.40% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | — | $13K | 7.51% |
| LONGMONT GROUP INC DBA THE PADON CO3 Filed as: LONGMONT GROUP DBA PADON CO | 5321 LONGMONT DRIVE HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $14K | $1K | $15K | 12.86% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $2K | $2K | 1.76% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12K | $3K | $14K | 13.95% |
| HINRICHS, GREG, I3 | 11111 CARMEL COMMONS BLVD., STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $8K | $11K | 10.65% |
| RICHARDSON, DANIEL, WARD3 | 11111 CARMEL COMMONS BLVD., STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 3.02% |
| DEUINK, JAMES, WILLIAM3 | 11111 CARMEL COMMONS BLVD., STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 3.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $857 | $6K | 9.86% |
| HINRICHS, GREG, I3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 4.32% |
| RICHARDSON, DANIEL, WARD3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.71% |
| DEUINK, JAMES, WILLIAM3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.71% |
| LONGMONT GROUP INC DBA THE PADON CO3 Filed as: LONGMONT GROUP DBA PADON CO | 5321 LONGMONT DRIVE HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 15.99% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $759 | $759 | 1.64% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $682 | $128 | $810 | 11.16% |
| HINRICHS, GREG, I3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $192 | $167 | $359 | 4.95% |
| RICHARDSON, DANIEL, WARD3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $204 | — | $204 | 2.81% |
| DEUINK, JAMES, WILLIAM3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $204 | — | $204 | 2.81% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $525 | $98 | $623 | 11.70% |
| HINRICHS, GREG, I3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $145 | $227 | $372 | 6.99% |
| RICHARDSON, DANIEL, WARD3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 2.89% |
| DEUINK, JAMES, WILLIAM3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 2.89% |
| PADON, MICHAEL, FRANCIS3 | 5321 LONGMONT DRIVE HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $524 | — | $524 | 13.48% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $66 | $66 | 1.70% |
| LONGMONT GROUP INC DBA THE PADON CO3 Filed as: LONGMONT GROUP DBA PADON CO | 5321 LONGMONT DRIVE HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $9 | $9 | 0.23% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $110 | $22 | $132 | 14.88% |
| HINRICHS, GREG, I3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $26 | $37 | $63 | 7.10% |
| RICHARDSON, DANIEL, WARD3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 3.04% |
| DEUINK, JAMES, WILLIAM3 | 11111 CARMEL COMMONS BLVD, STE 125 CHARLOTTE, CA 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 3.04% |
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 | 8,210 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 88 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 254 | $1.7M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,611 | $3.4M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 8,611 | $3.2M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 10,059 | $1.0M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,562 | $733K |
| Long-term disability(9 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,183 | $1.1M |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 254 | $1.7M |
| Other(5 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 10,059 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,059 | — |
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.