| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | UNITED HEALTHCARE INSURANCE COMPANY | $65K | — | $65K | 8.80% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $62K | $1K | $63K | 19.59% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 200 E RANDOLPH STREET CHICAGO, IL 60601 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $19K | — | $19K | 5.78% |
| FMLASOURCE INC5 | 455 N CITYFRONT PLAZA DR, 13TH FL CHICAGO, IL 60611 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $67K | $67K | 21.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $31K | $12K | $43K | 13.61% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 200 E RANDOLPH STREET CHICAGO, IL 60601 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | — | $10K | 3.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 6400 S FIDDLERS GREEN CIRCLE SUITE 2000 GREENWOOD VILLAGE, CO 80111 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $5K | — | $5K | 2.16% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 29840 NETWORK PLACE CHICAGO, IL 60673 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $2K | — | $2K | 1.03% |
| 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 | $1K | — | $1K | 0.54% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $6K | $19K | 15.74% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 200 E RANDOLPH STREET CHICAGO, IL 60601 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 2.64% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $5K | $19K | 20.38% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 200 E RANDOLPH STREET CHICAGO, IL 60601 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 3.92% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $3K | $10K | 16.54% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 200 E RANDOLPH STREET CHICAGO, IL 60601 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.61% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $3K | $10K | 16.52% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 200 E RANDOLPH STREET CHICAGO, IL 60601 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.54% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 4.88% |
| AON CONSULTING INC4 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | — | $3K | 10.66% |
| ALLIANT INSURANCE SERVICES, INC.4 | FLOOR 6 701 B ST SAN DIEGO, CA 92101 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | — | $3K | 10.64% |
| SELF DEFINED INC4 | 14300 TURNER WOOTTON PARKWAY UPPER MARLBORO, MD 20774 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $270 | — | $270 | 1.00% |
| FOCUSED VENTURES UNLIMITED LLC4 | 929 WENDLEBURY COURT ALPHARETTA, GA 30004 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $202 | — | $202 | 0.75% |
| BRIAN CARRUTHERS LLC4 | 43604 TUCKAWAY PLACE LEESBURG, VA 20176 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $67 | — | $67 | 0.25% |
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 | 2,956 | 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) | 2,962 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 39 | $737K |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 7,390 | $735K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 7,390 | $735K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,847 | $375K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 534 | $322K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 431 | $119K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 39 | $737K |
| Other(6 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,847 | $622K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,390 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.