| 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 | — | $124K | $124K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $23K | — | $23K | 0.59% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 701 B STREET 6TH FLR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | $51K | $51K | 1.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $42K | $28K | $70K | 4.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $5K | — | $5K | 0.63% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SVCS HOUSTON LLC | 1120 SANCTUARY PKWY SUITE 300 ALPHARETTA, GA 300097631 | HARTFORD LIFE AND ACCIDENT | — | $2K | $2K | 1.23% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | FIRST UNUM LIFE INSURANCE COMPANY | $5K | $3K | $8K | 8.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $97 | $97 | 2.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTH CARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $5.2M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 ADMINISTRATOR | Contract Administrator; Claims processing Service code 12 | — | $790K |
| UNUM LIFE INSU COMPANY OF AMERICA EIN 01-0278678 ADMINISTRATOR | Plan Administrator Service code 14 | — | $270K |
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 | 13,189 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 84 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,273 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 795 | $5.1M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL INSURANCE COMPANY | 9,256 | $7.0M |
| Vision(6 contracts, 4 carriers) | VISION SERVICE PLAN | 4,407 | $1.4M |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 12,282 | $2.9M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 8 | $5K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 13,813 | $1.4M |
| Prescription drug | TRIPLE S SALUD, INC. | 44 | $345K |
| Other(4 contracts, 3 carriers) | UNITED BEHAVIORAL HEALTH DBA OPTUM | 12,282 | $544K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,813 | — |
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.