| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SCOTT BURKHARDT3 | 111 N 2ND ST SUITE 10M COEUR D ALENE, ID 83814 | REGENCE BLUE SHIELD OF IDAHO INC | $31K | $20K | $50K | 10.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST 6TH FLOOR SAN DIEGO, CA 92101 | DELTA DENTAL OF IDAHO | $20K | $65K | $86K | 20.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST 6TH FLOOR SAN DIEGO, CA 92101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $24K | $1K | $25K | 15.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1301 DOVE ST SUITE 200 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST 6TH FLOOR SAN DIEGO, CA 92101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $14K | $868 | $15K | 12.84% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | P.O. BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $134 | $0 | $134 | 0.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1301 DOVE ST SUITE 200 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST 6TH FLOOR SAN DIEGO, CA 92101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 8.26% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN | P.O. BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 8.24% |
| PLANSOURCE BENEFIT ADMINISTRATION3 Filed as: PLANSOURCE BENEFIT ADMINI | P.O. BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 3.70% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1301 DOIVE ST SUITE 200 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $912 | $912 | 1.32% |
| SCOTT BURKHARDT3 | 701 B ST 6TH FLOOR SAN DIEGO, CA 92101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $703 | — | $703 | 1.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST FL 6 SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $7K | — | $7K | 9.87% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | P.O. BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 15.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B ST 6TH FLOOR SAN DIEGO, CA 92101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $384 | $7K | 12.79% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | P.O. BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 10.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1301 DOVE ST SUITE 200 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
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 | 643 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 643 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUE SHIELD OF IDAHO INC | 1,062 | $493K |
| Dental | DELTA DENTAL OF IDAHO | 537 | $409K |
| Vision | VISION SERVICE PLAN | 439 | $67K |
| Life insurance(4 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 884 | $395K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,062 | — |
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.