| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $72K | $59 | $72K | 9.67% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $17K | $17K | 2.28% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $8K | $8K | 1.13% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | 14.09% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $251 | $4K | 12.07% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $692 | $351 | $1K | 3.15% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $4K | 16.28% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $260 | $3K | 14.46% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $580 | $383 | $963 | 4.13% |
| CLARICE R MIMS3 Filed as: CLARICE MIMS | 17290 HIGHLAND AVENUE, APARTMENT 2B JAMAICA, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $101 | $12 | $113 | 0.48% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $954 | $3K | 16.29% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $165 | $2K | 13.21% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $390 | $258 | $648 | 4.01% |
| CLARICE R MIMS3 Filed as: CLARICE MIMS | 17290 HIGHLAND AVENUE, APARTMENT 2B JAMAICA, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | $11 | $100 | 0.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $799 | $453 | $1K | 16.07% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $949 | $79 | $1K | 13.20% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $232 | $154 | $386 | 4.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $341 | $194 | $535 | 16.17% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $421 | $35 | $456 | 13.78% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $55 | $138 | 4.17% |
| CLARICE R MIMS3 Filed as: CLARICE MIMS | 17290 HIGHLAND AVENUE, APARTMENT 2B JAMAICA, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.36% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $110 | $63 | $173 | 16.21% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $131 | $11 | $142 | 13.31% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $17 | $42 | 3.94% |
| CLARICE R MIMS3 Filed as: CLARICE MIMS | 17290 HIGHLAND AVENUE, APARTMENT 2B JAMAICA, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $3 | $28 | 2.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $52 | $144 | 16.20% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $9 | $117 | 13.16% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $13 | $32 | 3.60% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $16 | $44 | 15.88% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $3 | $35 | 12.64% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $3 | $8 | 2.89% |
| GENWIL BENEFITS GROUP LLC3 | 2163 WEST VILLAGE DRIVE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $3 | $36 | 26.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $8 | $22 | 15.94% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $4 | $10 | 7.25% |
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 | 621 | 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) | 621 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHEILD OF TEXAS | 384 | $2.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 911 | $749K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 911 | $749K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 911 | $749K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 911 | $749K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 911 | $749K |
| Other(10 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 911 | $835K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 911 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.