| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER ST 6TH FLOOR BOSTON, MA 021084776 | AETNA LIFE INSURANCE COMPANY | $123K | $17K | $140K | 11.92% |
| JOHN H BRIDE3 | 47 WINTER STREET 6TH FLOOR BOSTON, MA 02108 | ZURICH AMERICAN LIFE INSURANCE COMPANY | $10K | — | $10K | 5.00% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER STREET 6TH FLOOR BOSTON, MA 021084776 | AETNA INTERNATIONAL | $21K | $3K | $24K | 12.16% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER ST BOSTON, MA 02018 | AETNA LIFE INSURANCE COMPANY | $8K | $1K | $10K | 11.40% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC | 800 BOYLSTON ST 16TH FLOOR BOSTON, MA 02108 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| ALLEGIANT GLOBAL PARTNERS3 | 800 BOYLSTON ST 16TH FL BOSTON, MA 02199 | KONTERRA GROUP | — | $3K | $3K | 13.71% |
| ALLEGIANT GLOBAL PARTNERS3 | 800 BOYLSTON 16TH FL BOSTON, MA 02199 | VISION SERVICE PLAN | $957 | — | $957 | 5.00% |
| SEAN THOMAS PEARCE3 Filed as: SEAN PEARCE | 3640 PLARIS WAY REDDING, CA 96002 | AFLAC | — | — | $0 | — |
| VARIOUS - SEE ATTACHED3 Filed as: MISC AFLAC BROKERS | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | — | — | $0 | — |
| MARTY JOE TURNER3 Filed as: MARTY J TURNER | 110 CORPORATE WAY STE 100 SACRAMENTO, CA 95831 | AFLAC | — | — | $0 | — |
| MARTY JOE TURNER3 Filed as: MARTY J TURNER | 209 WATERFORD DR CATAULA, GA 31804 | AFLAC | — | — | $0 | — |
| ROBIN STROUD3 | 4196 MERCHANT PLZ #456 WOODBRIDGE, VA 22192 | AFLAC | — | — | $0 | — |
| JAMES LUEHRS3 | 11902 WINSTEAD LANE RESTON, VA 20194 | AFLAC | — | — | $0 | — |
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 | 155 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 156 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 174 | $1.5M |
| Dental(3 contracts, 3 carriers) | AETNA INTERNATIONAL | 93 | $365K |
| Vision(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 174 | $1.5M |
| Life insurance | ZURICH AMERICAN LIFE INSURANCE COMPANY | 150 | $205K |
| Short-term disability | ZURICH AMERICAN LIFE INSURANCE COMPANY | 150 | $205K |
| Long-term disability | ZURICH AMERICAN LIFE INSURANCE COMPANY | 150 | $205K |
| Other(4 contracts, 4 carriers) | ZURICH AMERICAN LIFE INSURANCE COMPANY | 155 | $233K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 174 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.