| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | TWO PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | BLUECROSS BLUESHIELD OF ILLINOIS | $321 | $166 | $487 | 0.14% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC. | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 4.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $771 | $771 | 1.80% |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER AND COMPANY | 606 S MENDENHALL RD # 200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $572 | $0 | $572 | 1.33% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC. | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 4.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $713 | $713 | 1.97% |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER AND COMPANY | 606 S MENDENHALL RD # 200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $496 | $0 | $496 | 1.37% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $506 | $506 | 4.79% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC. | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $423 | $423 | 4.00% |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER AND COMPANY | 606 S MENDENHALL RD # 200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $145 | $0 | $145 | 1.37% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $28 | $28 | 4.85% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC. | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $23 | $23 | 3.99% |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER AND COMPANY | 606 S MENDENHALL RD # 200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10 | $0 | $10 | 1.73% |
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 | 58 | 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) | 58 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF ILLINOIS | 58 | $345K |
| Vision | VISION SERVICE PLAN | 58 | $7K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 58 | $11K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 58 | $43K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 58 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 58 | — |
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.