| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 125 HIGH STREET, 22ND FLOOR BOSTON, MA 02110 | BLUE CROSS OF CALIFORNIA | $47K | $871 | $48K | 3.76% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN, INC. | $11K | $0 | $11K | 2.24% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 91109 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $32K | $11K | $43K | 12.28% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | DELTA DENTAL OF CALIFORNIA | $9K | $0 | $9K | 3.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $2K | $0 | $2K | 4.94% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | PO BOX 745977 LOS ANGELES, CA 90074 | METLIFE LEGAL PLANS | $0 | $109 | $109 | 4.78% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 745977 LOS ANGELES, CA 90074 | METLIFE LEGAL PLANS | $102 | $0 | $102 | 4.47% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $15 | $21 | $36 | 1.58% |
| ALLIANT INSURANCE SERVICES, INC.3 | 3600 NORTH CAPITAL OF TEXAS HIGHWAY SUITE B-200 AUSTIN, TX 78746 | METLIFE LEGAL PLANS | $0 | $26 | $26 | 1.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | $315 | $0 | $315 | 15.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | PO BOX 745977 LOS ANGELES, CA 90074 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $109 | $109 | 8.60% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 745977 LOS ANGELES, CA 90074 | METROPOLITAN GENERAL INSURANCE COMPANY | $64 | $0 | $64 | 5.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $15 | $15 | 1.18% |
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 | 139 | 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) | 142 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 236 | $3.2M |
| Dental | DELTA DENTAL OF CALIFORNIA | 374 | $258K |
| Vision | VISION SERVICE PLAN | 130 | $39K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 61 | $352K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 61 | $352K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 61 | $352K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 236 | $3.2M |
| Other(5 contracts, 5 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 139 | $361K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 374 | — |
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.