| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 300097614 | METROPOLITAN LIFE INSURANCE COMPANY | $62K | $35 | $62K | 15.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 1.57% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | DBA PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE STE 500 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 1.16% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4 | $4 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 18.99% |
| PETRA RMS LLC3 | 2140 11TH AVE SOUTH SUITE 400 BIRMINGHAM, AL 35205 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $398 | — | $398 | 1.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 18.18% |
| PETRA RMS LLC3 | 2140 11TH AVE SOUTH SUITE 400 BIRMINGHAM, AL 35205 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $487 | — | $487 | 1.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 17.63% |
| PETRA RMS LLC3 | 2140 11TH AVE SOUTH SUITE 400 BIRMINGHAM, AL 35205 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $509 | — | $509 | 2.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $639 | — | $639 | 18.63% |
| PETRA RMS LLC3 | 2140 11TH AVE SOUTH SUITE 400 BIRMINGHAM, AL 35205 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $47 | — | $47 | 1.37% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF NORTH CAR EIN 56-0894904 INSURANCE AGENTS& BROKER | Insurance agents and brokers Service code 22 | — | $99K |
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 | 528 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 532 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 231 | $819K |
| Dental(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 866 | $1.2M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 866 | $407K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 866 | $428K |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 866 | $446K |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 866 | $433K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 231 | $819K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | 600 | $539K |
| Other(4 contracts, 4 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 866 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 866 | — |
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.