| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 525 W MONROE STREET SUITE 600 CHICAGO, IL 606613640 | BLUECROSS BLUESHIELD OF ILLINOIS | $307K | $107K | $414K | 1.16% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 8110 E UNION STE 700 DENVER, CO 80237 | BLUE CROSS OF CALIFORNIA (G0200) | $65K | $8K | $74K | 2.63% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC, C/O BOA | 15939 COLLECTIONS CTR DR CHICAGO, IL 60693 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $18K | — | $18K | 0.98% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $82K | $21K | $103K | 9.44% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $82K | $18K | $100K | 9.15% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 0.33% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 8110 E UNION AVE SUITE 700 DENVER, CO 80237 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | — | $1K | $1K | 0.10% |
| LOCKTON COMPANIES, LLC3 | 500 W MONROE #3400 CHICAGO, IL 60661 | TOTAL HEALTH CARE USA, INC. | $21K | — | $21K | 3.90% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | $6K | $32K | 9.31% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | $6K | $32K | 9.21% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 0.34% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCTON COMPANIES LLC (CHICAGO) | 500 W MONROE ST STE 3400 CHICAGO, IL 606613778 | UNITEDHEALTHCARE INSURANCE COMPANY | $16K | — | $16K | 5.04% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $4K | $19K | 9.35% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $4K | $19K | 9.25% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $692 | $692 | 0.34% |
| J. DEUTSCH ASSOCIATES, INC.3 Filed as: J. DEUTSCH ASSOCIATES | 111 JOHN STREET SUITE 750 NEW YORK, NY 10038 | ARCH INSURANCE COMPANY | $13K | — | $13K | 7.12% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 E FIRST ST. STE 400 SANTA ANA, CA 92705 | RELIASTAR LIFE INSURANCE COMPANY | $18K | — | $18K | 10.00% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | $2K | $13K | 14.54% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | $2K | $13K | 14.43% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $301 | $301 | 0.35% |
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 | 10,721 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 80 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,801 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | BLUECROSS BLUESHIELD OF ILLINOIS | 6,333 | $41.0M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 4,453 | $1.8M |
| Vision | TOTAL HEALTH CARE USA, INC. | 51 | $534K |
| Life insurance(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,811 | $1.1M |
| Short-term disability(4 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,841 | $498K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,848 | $533K |
| Prescription drug | TOTAL HEALTH CARE USA, INC. | 51 | $534K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF ILLINOIS | 6,333 | $35.6M |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,811 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,811 | — |
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.