| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES HOU | 5444 WESTHEIMER RD #900 HOUSTON, TX 77056 | FIRST UNUM LIFE INSURANCE COMPANY | — | $7K | $7K | 0.80% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | FIRST UNUM LIFE INSURANCE COMPANY | — | $1K | $1K | 0.16% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $67K | — | $67K | 11.86% |
| 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 | — | $47K | $47K | 8.42% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $12K | — | $12K | 2.17% |
| MARSH & MCLENNAN AGENCY LLC3 | 1 SOUTH JEFFERSON ST ROANOKE, VA 24011 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $89 | — | $89 | 0.02% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $4K | — | $4K | 5.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | — | $1K | 2.09% |
| 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 | — | $436 | $436 | 0.61% |
| 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 | 12.73% |
| 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 | — | $3K | $3K | 8.80% |
| 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 | 6.69% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $492 | — | $492 | 1.45% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $655 | — | $655 | 6.30% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $588 | — | $588 | 5.65% |
| 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 | — | $341 | $341 | 3.28% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $548 | — | $548 | 5.44% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1120 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $154 | — | $154 | 1.53% |
| 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 | — | $22 | $22 | 0.22% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $150 | — | $150 | 4.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 1.91% |
| 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 | — | $24 | $24 | 0.67% |
| 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 ACCIDENT INSURANCE COMPANY | — | $10 | $10 | 0.28% |
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 | 2,546 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,572 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,527 | $274K |
| Life insurance(3 contracts, 2 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 1,706 | $1.9M |
| Long-term disability(7 contracts, 3 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 1,706 | $1.5M |
| Other(4 contracts, 3 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 2,546 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,546 | — |
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.