| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 18100 VON KARMAN AVE SUITE 1000 IRVINE, CA 92612 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $111 | $6K | 1.17% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | 0.58% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $856 | $856 | 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 | $9 | $9 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY STE 100B AUSTIN, TX 78746 | KAISER FOUNDATION HEALTH PLAN, INC | $6K | $0 | $6K | 2.79% |
| JOHN MONROE DRYE3 | 11175 CICERO DRIVE SUITE 500 ALPHARETTA, GA 30022 | KAISER FOUNDATION HEALTH PLAN, INC | $2K | $0 | $2K | 1.08% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | $5K | $19K | 13.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS INC | 320 WEST 57TH STREET NEW YORK, NY 10019 | AETNA LIFE INSURANCE COMPANY | $20K | $0 | $20K | 15.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $16K | $4K | $20K | 19.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $15K | $4K | $19K | 18.79% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $3K | $10K | 13.79% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | P.O. BOX 745977 LOS ANGELES, CA 90074 | METLIFE LEGAL PLANS | $2K | $0 | $2K | 5.87% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY STE 100B AUSTIN, TX 78746 | METLIFE LEGAL PLANS | $399 | $0 | $399 | 1.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $457 | $2K | 19.35% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 18100 VON KARMAN AVE SUITE 1000 IRVINE, CA 92612 | METROPOLITAN LIFE INSURANCE COMPANY | $726 | $109 | $835 | 103.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $212 | $212 | 26.34% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $75 | $0 | $75 | 9.32% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 18100 VON KARMAN AVE SUITE 1000 IRVINE, CA 92612 | METROPOLITAN LIFE INSURANCE COMPANY | $761 | $111 | $872 | 114.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $239 | $239 | 31.28% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $84 | $0 | $84 | 10.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 18100 VON KARMAN AVE SUITE 1000 IRVINE, CA 92612 | METROPOLITAN LIFE INSURANCE COMPANY | $730 | $111 | $841 | 124.41% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $236 | $236 | 34.91% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $80 | $0 | $80 | 11.83% |
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 | 550 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 556 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | AETNA LIFE INSURANCE CO. | 979 | $6.1M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,082 | $493K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,082 | $493K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 467 | $206K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 460 | $76K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 450 | $135K |
| Prescription drug | UNIVERSITY HEALTH ALLIANCE | 25 | $232K |
| Other(9 contracts, 5 carriers) | AETNA LIFE INSURANCE COMPANY | 548 | $381K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,082 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.