| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC. | 1701 GOLF RD TOWER 3, STE 700 ROLLING MEADOWS, IL 60008 | HM LIFE INSURANCE COMPANY | $38K | — | $38K | 15.00% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD TOWER 3, STE 700 ROLLING MEADOWS, IL 60008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $162 | $7K | 10.08% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 5.63% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD TOWER 3, STE 700 ROLLING MEADOWS, IL 60008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $1K | $6K | 18.96% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 7.01% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 4.38% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD TOWER 3, STE 700 ROLLING MEADOWS, IL 60008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $84 | $3K | 15.24% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.43% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $848 | $848 | 4.53% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD TOWER 3, STE 700 ROLLING MEADOWS, IL 60008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $76 | $3K | 16.03% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.72% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $761 | $761 | 4.60% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $459 | $459 | 5.77% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD TOWER 3, STE 700 ROLLING MEADOWS, IL 60008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $391 | $23 | $414 | 5.21% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $398 | $398 | 5.01% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF RD TOWER 3, STE 700 ROLLING MEADOWS, IL 60008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $319 | $7 | $326 | 15.58% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $132 | $132 | 6.31% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $100 | $100 | 4.78% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $69K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $8K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $19K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $19K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $30K |
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 0 | $254K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.