| 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 | $133K | $28K | $161K | 14.27% |
| JOHN H BRIDE3 | 47 WINTER STREET 6TH FLOOR BOSTON, MA 02108 | ZURICH AMERICAN LIFE INSURANCE COMPANY | $12K | $0 | $12K | 5.00% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER STREET 6TH FLOOR BOSTON, MA 021084776 | AETNA INTERNATIONAL | $21K | $0 | $21K | 10.17% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER ST BOSTON, MA 02018 | AETNA LIFE INSURANCE COMPANY | $11K | $29K | $39K | 38.34% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC | 800 BOYLSTON ST 16TH FLOOR BOSTON, MA 02108 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 6.42% |
| EMERSON REID LLC3 | 250 5TH AVE #3700 NEW YORK, NY 10118 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $2K | $5K | 5.37% |
| ALLEGIANT GLOBAL PARTNERS3 | 800 BOYLSTON 16TH FL BOSTON, MA 02199 | VISION SERVICE PLAN | $994 | — | $994 | 4.57% |
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC. | 47 WINTER ST 6TH FLOOR BOSTON, MA 02108 | AETNA INTERNATIONAL | $101 | — | $101 | 2.24% |
| MARTY JOE TURNER3 Filed as: MARTY J TURNER | 209 WATERFORD DR CATAULA, GA 31804 | AFLAC | $34 | — | $34 | 2.18% |
| SEAN THOMAS PEARCE3 | 3640 POLARIS WAY REDDING, CA 96002 | AFLAC | $31 | — | $31 | 1.99% |
| JAMES LUEHRS3 | 11902 WINSTEAD LANE RESTON, VA 20194 | AFLAC | $24 | — | $24 | 1.54% |
| ROBIN STROUD3 | PO BOX 2768 WOODBRIDGE, VA 22192 | AFLAC | $18 | — | $18 | 1.15% |
| VARIOUS - SEE ATTACHED3 Filed as: MISC AFLAC BROKERS | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $16 | — | $16 | 1.03% |
| EDWIN VEGA3 | 134 PINECOVE AVE ODENTON, MD 21113 | AFLAC | $8 | — | $8 | 0.51% |
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 | 161 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 163 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 195 | $1.4M |
| Dental(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 93 | $1.4M |
| Vision(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 195 | $1.5M |
| Life insurance | ZURICH AMERICAN LIFE INSURANCE COMPANY | 161 | $234K |
| Short-term disability | ZURICH AMERICAN LIFE INSURANCE COMPANY | 161 | $234K |
| Long-term disability | ZURICH AMERICAN LIFE INSURANCE COMPANY | 161 | $234K |
| Other(2 contracts, 2 carriers) | AETNA INTERNATIONAL | 104 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 195 | — |
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.