| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 100 PINE STREET, 11TH FLOOR SAN FRANCISCO, CA 94111 | AETNA LIFE INSURANCE COMPANY | $28K | — | $28K | 3.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 570 RANCHEROS DRIVE, SUITE 100 SAN MARCOS, CA 92069 | AETNA LIFE INSURANCE COMPANY | — | $195 | $195 | 0.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 100 PINE STREET, 11TH FLOOR SAN FRANCISCO, CA 94111 | AETNA HEALTH, INC. | $16K | — | $16K | 2.76% |
| ALLIANT INSURANCE SERVICES, INC.3 | 735 EAST CARNEGIE DRIVE, SUITE 200 SAN BERNADINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $2K | $11K | 18.59% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701B STREET, SUITE 600 SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $760 | — | $760 | 10.01% |
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 | 140 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 140 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 258 | $1.3M |
| Dental | AETNA LIFE INSURANCE COMPANY | 258 | $699K |
| Vision | AETNA LIFE INSURANCE COMPANY | 258 | $699K |
| Life insurance(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 258 | $757K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 140 | $59K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 258 | $1.3M |
| Other(4 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 258 | $768K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 258 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.