| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 9 E. RIVER PARK PLACE EAST SUITE 310 FRESNO, CA 93720 | AETNA LIFE INSURANCE CO. | $36K | — | $36K | 3.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AETNA LIFE INSURANCE CO. | $3K | — | $3K | 0.36% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 9 E. RIVER PARK PLACE EAST SUITE 310 FRESNO, CA 93720 | AETNA HEALTH, INC. | $22K | — | $22K | 2.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AETNA HEALTH, INC. | $2K | — | $2K | 0.25% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 735 E. CARNEGIE DRIVE SUITE 200 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 19.52% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 735 E. CARNEGIE DRIVE SUITE 200 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 19.57% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 735 E. CARNEGIE DRIVE SUITE 200 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $700 | $3K | 19.04% |
| MASTER CARE SOLUTIONS INC.3 | 10300 SW GREENBURG ROAD SUITE 380 PORTLAND, OR 97223 | TRANSAMERICA LIFE INSURANCE COMPANY | $504 | — | $504 | 5.70% |
| CATHERINE LEWIS3 | 117 NW TRINITY PLACE APT. 38 PORTLAND, OR 97209 | TRANSAMERICA LIFE INSURANCE COMPANY | $154 | — | $154 | 1.74% |
| CURT HOROWITZ3 | 2215 NW CLEARWATER DRIVE BEND, OR 97701 | TRANSAMERICA LIFE INSURANCE COMPANY | $124 | — | $124 | 1.40% |
| NATHAN SANOW3 | 10300 SW GREENBURG ROAD SUITE 380 PORTLAND, OR 97223 | TRANSAMERICA LIFE INSURANCE COMPANY | $119 | — | $119 | 1.35% |
| WILLIAM WETMORE3 Filed as: WILLIAM R. WETMORE | 392 HERITAGE DRIVE GETTYSBURG, PA 17325 | TRANSAMERICA LIFE INSURANCE COMPANY | $93 | — | $93 | 1.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 735 CARNEGIE DRIVE SUITE 200 SAN BERNARDINO, CA 92408 | TRANSAMERICA LIFE INSURANCE COMPANY | $66 | — | $66 | 0.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 735 E. CARNEGIE DRIVE SUITE 200 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $627 | — | $627 | 10.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 735 E. CARNEGIE DRIVE SUITE 200 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $716 | — | $716 | 14.99% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 735 E. CARNEGIE DRIVE SUITE 200 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $665 | — | $665 | 15.00% |
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 | 147 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 149 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 258 | $1.8M |
| Dental | AETNA LIFE INSURANCE CO. | 258 | $956K |
| Vision | AETNA LIFE INSURANCE CO. | 258 | $956K |
| Life insurance(3 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 258 | $998K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 23 | $4K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 153 | $25K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 258 | $1.8M |
| Other(7 contracts, 4 carriers) | AETNA LIFE INSURANCE CO. | 258 | $1.0M |
| 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."
No prospect flags tripped on this filing.