| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 6830 COCHRAN ROAD SOLON, OH 44139 | AMERICAN NATIONAL LIFE INSURANCE COMPANY OF TEXAS | — | — | $0 | 0.00% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 BEACHWOOD, OH 44122 | DENTAL SERVICE OF MASSACHUSETTS, INC.D/B/A DELTA DENTAL | $5K | — | $5K | 3.76% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $88 | $88 | 0.19% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $62 | $62 | 0.20% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 20.00% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $823 | — | $823 | 19.99% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $347 | — | $347 | 20.02% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $219 | — | $219 | 14.98% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3 | $3 | 0.21% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $81 | — | $81 | 9.96% |
| RACINE, RICHARD R3 | 52 PHILIP STREET MEDFIELD, MA 02052 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7 | — | $7 | 0.86% |
| SMITH, THOMAS, CHRISTOPHER3 Filed as: SMITH, THOMAS CHRISTOPHER | PO BOX 40386 798 BERRY RD NASHVILLE, TN 37204 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7 | — | $7 | 0.86% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC. | 22901 MILL CREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $648 | — | $648 | 100.00% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $11 | $11 | 1.70% |
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 | 128 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AMERICAN NATIONAL LIFE INSURANCE COMPANY OF TEXAS | 123 | $820K |
| Dental | DENTAL SERVICE OF MASSACHUSETTS, INC.D/B/A DELTA DENTAL | 255 | $133K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 128 | $31K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 128 | $48K |
| Other(8 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 128 | $77K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 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."
No prospect flags tripped on this filing.