| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $454K | $58 | $454K | 11.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $40K | $14K | $54K | 1.33% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | METROPOLITAN LIFE INSURANCE COMPANY | $41K | $4K | $45K | 1.10% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $27K | — | $27K | 1.37% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | — | $2K | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $195K | $4K | $199K | 14.73% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS | 811 LOUISIANA ST, STE 2200 HOUSTON, TX 77002 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $17K | — | $17K | 1.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $17K | — | $17K | 1.40% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC. | $1K | — | $1K | 0.09% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $178K | $4K | $182K | 17.24% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS | 811 LOUISIANA ST, STE 2200 HOUSTON, TX 77002 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | — | $16K | 1.48% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $153K | $4K | $157K | 15.08% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $60K | — | $60K | 14.67% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 1.33% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | ALPHA DENTAL PROGRAMS, INC. | $15K | — | $15K | 5.03% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 10087 | ALPHA DENTAL PROGRAMS, INC. | $3K | — | $3K | 1.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER SUITE 900 ATTN BLAKE REDMOND HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $44K | — | $44K | 14.65% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 1.35% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $44K | — | $44K | 14.64% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 1.36% |
| HINRICHS, GREG, I3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $28K | $35K | 14.38% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD 9TH FL HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $28K | — | $28K | 11.40% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $9K | $9K | 3.58% |
| RICHARDSON, DANIEL, WARD3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 3.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $170 | — | $170 | 0.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | $1K | $14K | 7.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS | 811 LOUISIANA ST, STE 2200 HOUSTON, TX 77002 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 0.67% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD 9TH FL HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $15K | — | $15K | 11.69% |
| HINRICHS, GREG, I3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $7K | $11K | 8.38% |
| RICHARDSON, DANIEL, WARD3 | STE 450, 11525 N COMMUNITY HOUSE RD 264490 IDV ST CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 3.08% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $2K | $2K | 1.82% |
| LONGMONT GROUP INC DBA THE PADON CO3 Filed as: LONGMONT GROUP INC DBA PADON CO | 5321 LONGMONT DRIVE HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $737 | $11K | 9.82% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $2K | $2K | 1.40% |
| LONGMONT GROUP INC DBA THE PADON CO3 Filed as: LONGMONT GROUP INC DBA PADON CO | 5321 LONGMONT DRIVE HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 14.56% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $434 | $434 | 1.11% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD 9TH FL HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 11.44% |
| HINRICHS, GREG, I3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $446 | $319 | $765 | 4.92% |
| RICHARDSON, DANIEL, WARD3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $475 | — | $475 | 3.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $278 | $278 | 1.79% |
| HINRICHS, GREG, I3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $349 | $1K | $1K | 11.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD 9TH FL HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 10.79% |
| RICHARDSON, DANIEL, WARD3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $371 | — | $371 | 2.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC. | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $209 | $209 | 1.69% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD 9TH FL HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 12.96% |
| HINRICHS, GREG, I3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $336 | $261 | $597 | 5.39% |
| RICHARDSON, DANIEL, WARD3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $357 | — | $357 | 3.22% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $224 | $224 | 2.02% |
| PADON, MICHAEL, FRANCIS3 | 5321 LONGMONT DRIVE HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $452 | — | $452 | 12.53% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $63 | $63 | 1.75% |
| LONGMONT GROUP INC DBA THE PADON CO3 Filed as: LONGMONT GROUP INC DBA PADON CO | 5321 LONGMONT DRIVE HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $1 | $1 | 0.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD 9TH FL HOUSTON, TX 77056 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $234 | — | $234 | 8.83% |
| HINRICHS, GREG, I3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $69 | $22 | $91 | 3.43% |
| RICHARDSON, DANIEL, WARD3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $73 | — | $73 | 2.75% |
| DEUINK, JAMES, WILLIAM3 Filed as: DEUINK, JAMES WILLIAM | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $73 | — | $73 | 2.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $32 | $32 | 1.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $170 | — | $170 | 12.28% |
| HINRICHS, GREG, I3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $19 | $58 | 4.19% |
| RICHARDSON, DANIEL, WARD3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 2.96% |
| DEUINK, JAMES, WILLIAM3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 2.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $27 | $27 | 1.95% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS HOUSTON LLC | 5444 WESTHEIMER RD 9TH FL HOUSTON, TX 77056 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 11.82% |
| HINRICHS, GREG, I3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $4 | $13 | 3.94% |
| RICHARDSON, DANIEL, WARD3 | STE 450, 11525 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 3.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 10TH FLOOR 18100 VON KARMAN AVE IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $6 | $6 | 1.82% |
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 | 11,456 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 38 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,494 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 262 | $3.1M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 9,584 | $4.4M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 9,584 | $4.1M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 11,456 | $1.4M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 11,456 | $1.0M |
| Long-term disability(12 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 11,456 | $1.6M |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 262 | $3.1M |
| Other(5 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 11,456 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,456 | — |
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.