| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE STREET SUITE 3400 CHICAGO, IL 60661 | BLUECROSS BLUESHIELD OF ILLINOIS | $259K | $96K | $355K | 1.10% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STREET STE 900 KANSAS CITY, MO 64112 | BLUE CROSS OF CALIFORNIA (G0200) | $40K | $6K | $46K | 2.38% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC, C/O BOA | 15939 COLLECTIONS CTR DR CHICAGO, IL 60693 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $14K | $2K | $16K | 1.10% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $82K | — | $82K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $82K | — | $82K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $14K | $14K | 1.25% |
| T2B SOLUTIONS INC.3 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 0.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 8110 E UNION AVE SUITE 700 DENVER, CO 80237 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | — | $2K | $2K | 0.19% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $28K | — | $28K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $28K | — | $28K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 1.23% |
| T2B SOLUTIONS INC.3 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.50% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $23K | — | $23K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $23K | — | $23K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 1.14% |
| T2B SOLUTIONS INC.3 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.52% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCTON COMPANIES LLC (CHICAGO) | 500 W MONROE ST STE 3400 CHICAGO, IL 606613778 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 5.19% |
| LOCKTON COMPANIES, LLC3 | 500 W MONROE #3400 CHICAGO, IL 60661 | TOTAL HEALTH CARE USA, INC. | $11K | — | $11K | 4.09% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 12121 WILSHIRE BOULEVARD SUITE 1001 LOS ANGELES, CA 90025 | ARCH INSURANCE COMPANY | $10K | — | $10K | 6.23% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 E FIRST ST. STE 400 SANTA ANA, CA 92705 | RELIASTAR LIFE INSURANCE COMPANY | $21K | — | $21K | 13.93% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 12.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 12.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $924 | $924 | 1.44% |
| T2B SOLUTIONS INC.3 Filed as: T2B SOLUTIONS LLC | PO BOX 43 INDIANOLA, IA 50125 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $308 | $308 | 0.48% |
| LOCKTON COMPANIES, LLC3 | 1801 K STREET NW SUITE 200 WASHINGTON, DC 20006 | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | $2K | — | $2K | 15.00% |
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 | 8,634 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 67 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,701 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | BLUECROSS BLUESHIELD OF ILLINOIS | 5,032 | $36.2M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 3,259 | $1.4M |
| Vision | TOTAL HEALTH CARE USA, INC. | 32 | $268K |
| Life insurance(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 6,016 | $1.1M |
| Short-term disability(4 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,824 | $539K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,829 | $530K |
| Prescription drug | TOTAL HEALTH CARE USA, INC. | 32 | $268K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF ILLINOIS | 4,763 | $32.3M |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 6,016 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,016 | — |
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.