| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $32K | $32K | 1.98% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $21K | $89 | $21K | 1.33% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $55K | — | $55K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON, INC. | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $15K | $15K | 2.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON, INC. | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $14K | $14K | 2.66% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | — | $20K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON, INC. | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $11K | $11K | 2.68% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $0 | $2K | $2K | 1.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON, INC. | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 2.58% |
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 | 2,087 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 172 | $891K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 6,035 | $1.6M |
| Vision | VISION SERVICE PLAN | 2,321 | $339K |
| Life insurance(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,035 | $2.7M |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,053 | $710K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 172 | $891K |
| Other(5 contracts, 4 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,650 | $510K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,035 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.