| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $55K | $9K | $64K | 15.06% |
| FMLASOURCE INC5 | 455 N CITYFRONT PLAZA DR, 13TH FL CHICAGO, IL 60611 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $61K | $61K | 14.28% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $95K | $9K | $104K | 27.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 2.74% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $10K | — | $10K | 3.56% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INS SVCS INC | 6143 S WILLOW DR, STE 200 GREENWOOD VILLAGE, CO 80111 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $2K | — | $2K | 0.69% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | KAISER FOUNDATION HEALTH PLAN INC | $3K | — | $3K | 1.39% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $22K | $9K | $30K | 18.28% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | — | $21K | 20.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | — | $11K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | — | $10K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 4.74% |
| ALLIANT INSURANCE SERVICES, INC.4 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $5K | — | $5K | 17.00% |
| JAYA NICHELLE CRAWFORD4 | 1321 MANTLEBROOK DRIVE DESOTO, TX 75115 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $635 | — | $635 | 2.37% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $312 | $2K | 18.43% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $876 | $112 | $988 | 14.65% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $91 | $2K | 26.39% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $22 | $22 | 2.90% |
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 | 2,863 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 47 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,910 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 41 | $807K |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 2,304 | $836K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 2,304 | $836K |
| Life insurance(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,863 | $495K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 531 | $387K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 464 | $172K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 41 | $807K |
| Other(8 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,863 | $766K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,863 | — |
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.