| 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 | $50K | $55 | $50K | 11.64% |
| 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 | — | $6K | $6K | 1.46% |
| 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 | 1.45% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | — | $262 | $262 | 0.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $8K | — | $8K | 4.47% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | DBA PEC, 13750 SAN PEDRO AVENUE SUITE 550 SAN ANTONIO, TX 78232 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $8K | — | $8K | 4.41% |
| JENNINGS INSURANCE SERVICES3 Filed as: JENNINGS INSURANCE SERVICES, INC. | 10524 MOSS PARK ROAD #204-306 ORLANDO, FL 32832 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $2K | — | $2K | 1.15% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | DBA PEC, 13750 SAN PEDRO AVENUE SUITE 550 SAN ANTONIO, TX 78232 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $10K | — | $10K | 5.37% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $9K | — | $9K | 5.24% |
| JENNINGS INSURANCE SERVICES3 Filed as: JENNINGS INSURANCE SERVICES, INC. | 10524 MOSS PARK ROAD #204-306 ORLANDO, FL 32832 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $1K | — | $1K | 0.63% |
| 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 | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | PO BOX 8299 DB EB OPERATING ACCOUNT PASADENA, CA 91109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $768 | $768 | 2.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES 785439 | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | PO BOX 8299 DB EB OPERATING ACCOUNT PASADENA, CA 91109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $615 | $615 | 1.86% |
| 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 | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | PO BOX 8299 DB EB OPERATING ACCOUNT PASADENA, CA 91109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $367 | $367 | 1.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE 785439 | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 20.00% |
| 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 | $3K | — | $3K | 20.00% |
| 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 | $2K | — | $2K | 20.00% |
| 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 | $760 | — | $760 | 20.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 DB EB OPERATING ACCOUNT PASADENA, CA 91109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $136 | $136 | 3.58% |
| 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 | $615 | — | $615 | 19.99% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF NORTH CAR EIN 56-0894904 INSURANCE AGENTS& BROKER | Insurance agents and brokers Service code 22 | — | $127K |
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 | 765 | 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) | 771 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 249 | $1.6M |
| Dental(3 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 1,045 | $2.1M |
| Vision(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,045 | $442K |
| Life insurance(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,045 | $828K |
| Short-term disability(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,045 | $486K |
| Long-term disability(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,045 | $484K |
| Prescription drug(2 contracts) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 249 | $1.6M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | 715 | $711K |
| Other(7 contracts, 4 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 1,045 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,045 | — |
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.