| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $31K | $0 | $31K | 2.89% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN AVENUE, 10TH FLOOR IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $3K | $3K | 0.31% |
| BENEFIT TECHNOLOGY RESOURCES3 Filed as: BENEFIT TECHNOLOGY RESOURCES, LLC | 6230 FAIRVIEW ROAD, SUITE 210 CHARLOTTE, NC 28210 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 0.23% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 745977 LOS ANGELES, CA 90074 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4K | $4K | 0.93% |
| PLANSOURCE BENEFITS ADMNTRTN., INC.3 | 101 SOUTH GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.46% |
| ALLIANT INSURANCE SERVICES, INC.3 | 401 UNION STREET, SUITE 3100 SEATTLE, WA 98101 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $73 | $73 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | PREMERA BLUE CROSS BLUE SHIELD OF ALASKA, INC. | $5K | $2K | $6K | 2.02% |
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 | 541 | 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) | 541 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PREMERA BLUE CROSS BLUE SHIELD OF ALASKA, INC. | 31 | $396K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 790 | $451K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 790 | $451K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 541 | $1.1M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 541 | $1.1M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 541 | $1.1M |
| Prescription drug(2 contracts, 2 carriers) | PREMERA BLUE CROSS BLUE SHIELD OF ALASKA, INC. | 31 | $396K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 541 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 790 | — |
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."
No prospect flags tripped on this filing.