| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 333 SOUTH HOPE STREET LOS ANGELES, CA 90071 | AETNA HEALTH, INC. | $92K | $3K | $94K | 3.30% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA HEALTH, INC. | $54K | — | $54K | 1.90% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 333 SOUTH HOPE STREET LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE COMPANY | $77K | $0 | $77K | 3.19% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE COMPANY | $45K | $12K | $57K | 2.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $72K | $219 | $72K | 11.72% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 745977 LOS ANGELES, CA 90074 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $6K | $6K | 0.94% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $33 | $33 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $2K | $0 | $2K | 9.37% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 745977 LOS ANGELES, CA 90074 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $182 | $182 | 0.94% |
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 | 639 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 639 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA HEALTH, INC. | 531 | $5.3M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 996 | $633K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 996 | $613K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 996 | $613K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 996 | $613K |
| Prescription drug(2 contracts, 2 carriers) | AETNA HEALTH, INC. | 531 | $5.3M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 996 | $613K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 996 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.