| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $24K | $55 | $24K | 2.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $16K | $16K | 1.44% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $20K | $20K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $15K | $15K | 2.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $4K | $4K | 2.80% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | CIGNA LIFE INSURANCE CO. OF NEW YORK | — | $33 | $33 | 2.51% |
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 | 2,338 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 436 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,774 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 173 | $911K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 4,308 | $1.1M |
| Vision | VISION SERVICE PLAN | 1,853 | $299K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,338 | $799K |
| Short-term disability | CIGNA LIFE INSURANCE CO. OF NEW YORK | 9 | $1K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,203 | $537K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 173 | $911K |
| Other(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,315 | $141K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,308 | — |
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."
No prospect flags tripped on this filing.