| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY SUITE 200B AUSTIN, TX 787463210 | UNITED HEALTHCARE INSURANCE COMPANY | $234K | $0 | $234K | 7.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY SUITE 200B AUSTIN, TX 78746 | UNITED HEALTHCARE INSURANCE COMPANY | $112K | $0 | $112K | 9.36% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET FLOOR 6 SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $45 | $4K | 1.19% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.34% |
| PAUL GLOBAL BENEFITS INC3 Filed as: PAUL GLOBAL BENEFITS INC. | 6851 JERICHO TPKE SUITE 270 SYOSSET, NY 117914454 | METROPOLITAN LIFE INSURANCE COMPANY | $49 | $1K | $1K | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $610 | $610 | 0.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $12 | $12 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY #B200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | $0 | $13K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY #B200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | $0 | $16K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY #B200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $0 | $15K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET 6TH FLOOR SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $45 | $7K | 18.40% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $418 | $418 | 1.14% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $121 | $121 | 0.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9 | $9 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET 6TH FLOOR SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $45 | $6K | 18.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $398 | $398 | 1.15% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $116 | $116 | 0.34% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9 | $9 | 0.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET 6TH FLOOR SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $45 | $6K | 18.48% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $393 | $393 | 1.15% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $116 | $116 | 0.34% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9 | $9 | 0.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY #B200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
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 | 479 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 492 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 756 | $4.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 954 | $368K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 954 | $368K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 708 | $212K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 468 | $19K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 467 | $133K |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 708 | $317K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 954 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.