| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1120 SANCTUARY PKWY, SUITE 300 ALPHARETTA, GA 30009 | DELTA DENTAL INSURANCE COMPANY | $121K | — | $121K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $18K | — | $18K | 0.53% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 701 B STREET 6TH FLR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | $26K | $26K | 1.40% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 0.34% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $44K | $44K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 701 B STREET 6TH FLR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | $3K | $3K | 1.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | FIRST UNUM LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $383 | $383 | 5.01% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $1.3M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 ADMINISTRATOR | Claims processing; Contract Administrator Service code 12 | — | $295K |
| UNUM LIFE INS. COMPANY OF AMERICA EIN 01-0278678 ADMINISTRATOR | Plan Administrator Service code 14 | — | $178K |
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 | 10,021 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 62 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,083 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,540 | $5.6M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL INSURANCE COMPANY | 7,949 | $6.4M |
| Vision(4 contracts, 2 carriers) | VISION SERVICE PLAN | 3,822 | $899K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 9,336 | $1.9M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 7 | $8K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 10,514 | $884K |
| Prescription drug | PAN AMERICAN LIFE INSURANCE GROUP | 35 | $232K |
| Other(4 contracts, 3 carriers) | UNITED BEHAVIORAL HEALTH DBA OPTUM | 8,845 | $368K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,514 | — |
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.