| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER STREET 6TH FLOOR BOSTON, MA 02108 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $29K | — | $29K | 2.75% |
| VIATOR INTERNATIONAL LLC3 | 41-B NEW LONDON TURNPIKE GLASTONBURY, CT 06033 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $11K | — | $11K | 1.02% |
| JOHN H BRIDE3 | 47 WINTER STREET 6TH FLOOR BOSTON, MA 02108 | ZURICH AMERICAN LIFE INSURANCE COMPANY | $8K | — | $8K | 5.00% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER STREET 6TH FLOOR BOSTON, MA 021084776 | AETNA INTERNATIONAL | $15K | $285 | $15K | 11.23% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER STREET 6TH FLOOR BOSTON, MA 002108477 | AETNA LIFE INSURANCE COMPANY | $5K | $498 | $6K | 16.71% |
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 | 77 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 80 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 148 | $1.2M |
| Dental(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 148 | $1.2M |
| Vision(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 148 | $1.2M |
| Life insurance | ZURICH AMERICAN LIFE INSURANCE COMPANY | 118 | $167K |
| Short-term disability | ZURICH AMERICAN LIFE INSURANCE COMPANY | 118 | $167K |
| Long-term disability | ZURICH AMERICAN LIFE INSURANCE COMPANY | 118 | $167K |
| Prescription drug | AETNA INTERNATIONAL | 49 | $136K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 148 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.