| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1120 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30004 | DELTA DENTAL INSURANCE COMPANY | $75K | — | $75K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 701 B ST., FL 6 ATTN JAMES PEDERSON SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $68K | $61 | $68K | 4.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $14K | $14K | 0.81% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIR CHICAGO, IL 60674 | FOUR EVER LIFE INS CO. | $24K | — | $24K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $56K | — | $56K | 12.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE | 1120 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 2.25% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 710 B ST FL 6 SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $6K | — | $6K | 1.42% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 1166 AVENUE OF AMERICAS NEW YORK, NY 10036 | ACE AMERICAN INSURANCE COMPANY | $43K | — | $43K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 5847 SAN FELIPE STE. 2750 HOUSTON, TX 77057 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $17K | — | $17K | 9.69% |
| AGIS NETWORK INC3 Filed as: AGIS NETWORK INC. | 2122 KRATKY RD ST. LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $17K | — | $17K | 9.69% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $1.8M |
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 | 2,305 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 67 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,372 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 402 | $3.5M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 1,819 | $2.5M |
| Vision | VISION SERVICE PLAN | 1,674 | $395K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,555 | $1.7M |
| Short-term disability | CIGNA LIFE INSURANCE CO. OF NEW YORK | 250 | $77 |
| Long-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 250 | $509K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 402 | $2.7M |
| Stop-loss / reinsurancereinsurance | ZURICH AMERICAN INSURANCE CO. | 1,553 | $1.0M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,555 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,555 | — |
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.