| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | FIRST UNUM LIFE INSURANCE COMPANY | — | $11K | $11K | 1.83% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $57K | — | $57K | 9.67% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC.-HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $40K | $40K | 6.89% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $25K | — | $25K | 4.18% |
| MARSH & MCLENNAN AGENCY LLC3 | 1 SOUTH JEFFERSON ST ROANOKE, VA 24011 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $217 | — | $217 | 0.04% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $7K | — | $7K | 6.55% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | — | $2K | 2.13% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $2K | $2K | 1.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 11.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC.-HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $2K | $2K | 4.53% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $883 | — | $883 | 2.66% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | — | $1K | 9.17% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $770 | — | $770 | 5.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $517 | $517 | 3.44% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | — | $1K | 9.65% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $248 | — | $248 | 1.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. -HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 ALPHARETTA, GA 92660 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $47 | $47 | 0.37% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $313 | — | $313 | 7.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC.- HQ | ATTN ERICA MENDEZ 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $56 | $56 | 1.26% |
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 | 1,255 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,265 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,112 | $176K |
| Life insurance(3 contracts, 2 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 1,255 | $1.3M |
| Long-term disability(7 contracts, 3 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 1,255 | $1.4M |
| Other(3 contracts, 2 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 1,255 | $808K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,255 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.