| 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 | $116K | — | $116K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $27K | — | $27K | 0.72% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 701 B STREET 6TH FLR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | $48K | $48K | 1.94% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $35K | $35K | 2.46% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 0.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON LLC | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 30009 | HARTFORD LIFE AND ACCIDENT | — | $4K | $4K | 1.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | FIRST UNUM LIFE INSURANCE COMPANY | — | $2K | $2K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $443 | $443 | 4.90% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $4.8M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 ADMINISTRATOR | Claims processing; Contract Administrator Service code 12 | — | $364K |
| UNUM LIFE INS. COMPANY OF AMERICA EIN 01-0278678 ADMINISTRATOR | Plan Administrator Service code 14 | — | $220K |
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 | 11,686 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 56 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,742 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,625 | $5.5M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL INSURANCE COMPANY | 8,378 | $6.3M |
| Vision(4 contracts, 2 carriers) | VISION SERVICE PLAN | 3,877 | $967K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 11,320 | $2.6M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 8 | $9K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 9,397 | $1.4M |
| Prescription drug | TRIPLE S SALUD, INC. | 41 | $162K |
| Other(4 contracts, 3 carriers) | UNITED BEHAVIORAL HEALTH DBA OPTUM | 11,320 | $531K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,320 | — |
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.