| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET SAN DIEGO, CA 92101 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $86K | — | $86K | 12.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | TWO PIERCE PLACE ITASCA, IL 60143 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $11K | — | $11K | 1.64% |
| THE CASON GROUP INC3 Filed as: CASON GROUP INC. | 1612 MARION ST COLUMBIA, SC 29201 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 0.25% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | $43K | $59 | $43K | 10.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 1.83% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UHC, INC. EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $513K |
| ALLIANT INSURANCE SERVICES INC. EIN 33-0785439 BROKER | Other commissions Service code 55 | — | $141K |
| BIND BENEFITS DBA SUREST EIN 81-4560965 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $74K |
| THE PRUDENTIAL INSURANCE COMPANY EIN 22-1211670 STD/FMLA FEES | Claims processing; Contract Administrator Service code 12 | — | $58K |
| WEX INC. EIN 01-0526993 FSA & HSA ADMIN | Contract Administrator; Claims processing Service code 12 | — | $9K |
| ALLIANT INSURANCE SERVICES, INC. TPA FEES | Contract Administrator; Claims processing Service code 12 | PO BOX 8527 PASADENA, CA 91109 | $0 |
| ALLIANT INSURANCE SVCS INC. EIN 33-0785439 BROKER | Other commissions Service code 55 | — | $0 |
| COMPSYCH EIN 35-3739783 TPA FEES | Contract Administrator; Claims processing Service code 12 | — | $0 |
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 | 734 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 26 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 766 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 995 | $411K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 995 | $411K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 734 | $677K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 734 | $677K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 734 | $677K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 995 | — |
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.