| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 401 UNION STREET, 31ST FLOOR SEATTLE, WA 98101 | REGENCE BLUESHIELD | $54K | $7K | $61K | 4.47% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | DELTA DENTAL OF WASHINGTON | $5K | $0 | $5K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 3424 PEACHTREE ROAD NE, SUITE 1400 ATLANTA, GA 30326 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 10.08% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2415 EAST CAMELBACK ROAD, SUITE 950 PHOENIX, AZ 85016 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $934 | $934 | 1.74% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $754 | — | $754 | 7.42% |
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 | 152 | 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) | 152 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUESHIELD | 178 | $1.4M |
| Dental | DELTA DENTAL OF WASHINGTON | 201 | $103K |
| Vision | VISION SERVICE PLAN | 139 | $10K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 152 | $54K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 152 | $54K |
| Prescription drug | REGENCE BLUESHIELD | 178 | $1.4M |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 152 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 201 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.