| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | AMERICAN NATIONAL LIFE INSURANCE COMPANY OF TEXAS | — | — | $0 | 0.00% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL | $5K | — | $5K | 3.50% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $88 | $88 | 0.24% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $62 | $62 | 0.25% |
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 | 125 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AMERICAN NATIONAL LIFE INSURANCE COMPANY OF TEXAS | 109 | $654K |
| Dental | DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL | 108 | $131K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 125 | $25K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 123 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 125 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.