| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HEWITT INSURANCE BROKERAGE LLC Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 606949000 | FALLON HEALTH | $66K | — | $66K | 1.29% |
| LOCKTON COMPANIES, LLC Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE, STE. 1200 DALLAS, TX 75201 | SUN LIFE ASSURANCE COMPANY OF CANADA | $87K | $41K | $128K | 6.52% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON INSURANCE BROKERS LLC | C/O COMMERCE BANK P.O. BOX 843844 KANSAS CITY, MO 641843844 | HARTFORD LIFE AND ACCIDENT | $0 | $46K | $46K | 3.39% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON INSURANCE BROKERS LLC | 2100 ROSS AVE, STE 1200 DALLAS, TX 75201 | HARTFORD LIFE AND ACCIDENT | $0 | $27K | $27K | 2.00% |
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 | 4,236 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 65 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,301 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 7 carriers) | FALLON HEALTH | 870 | $7.6M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,236 | $2.0M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 5,608 | $1.4M |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,236 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,608 | — |
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.