| 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 | $243K | $99K | $341K | 1.04% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STREET STE 900 KANSAS CITY, MO 64112 | BLUE CROSS OF CALIFORNIA (G0200) | $35K | — | $35K | 1.97% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC, C/O BOA | 13923 COLLECTIONS CTR DR CHICAGO, IL 60693 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $15K | $10K | $26K | 1.66% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $86K | — | $86K | 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 | $85K | — | $85K | 7.45% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $23K | $23K | 2.01% |
| 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 | — | $7K | $7K | 1.96% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 12121 WILSHIRE BOULEVARD SUITE 1001 LOS ANGELES, CA 90025 | ARCH INSURANCE COMPANY | $17K | — | $17K | 4.90% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | — | $24K | 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 | $24K | — | $24K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $6K | $6K | 1.76% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 KANSAS CITY, MO 641121906 | RELIASTAR LIFE INSURANCE COMPANY | $39K | — | $39K | 14.15% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 E FIRST ST. STE 400 SANTA ANA, CA 92705 | RELIASTAR LIFE INSURANCE COMPANY | $29K | — | $29K | 10.59% |
| T2B SOLUTIONS INC.3 | PO BOX 43 INDIANOLA, IA 501250043 | RELIASTAR LIFE INSURANCE COMPANY | — | $2K | $2K | 0.59% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC (MIDWEST) | 500 W MONROE ST STE 3400 CHICAGO, IL 60661 | UNITEDHEALTHCARE INSURANCE COMPANY | $28K | — | $28K | 10.79% |
| THOMAS SCHAFFLER3 | 525 W MONROE STE 600 CHICAGO, IL 60661 | PRIORITY HEALTH | $6K | — | $6K | 4.00% |
| THOMAS SCHAFFLER3 | 525 W MONROE STE 600 CHICAGO, IL 60661 | PRIORITY HEALTH | $4K | — | $4K | 4.00% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 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 | $9K | — | $9K | 12.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.75% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC - ST. LOUIS | 3 CITY PLACE DR. STE 900 ST. LOUIS, MO 63141 | METLIFE INSURANCE COMPANY | $4K | — | $4K | 20.01% |
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 | 10,996 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,003 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 7 carriers) | BLUECROSS BLUESHIELD OF ILLINOIS | 5,750 | $36.8M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 3,511 | $1.6M |
| Vision | BLUE CROSS OF CALIFORNIA (G0200) | 231 | $1.8M |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 8,913 | $1.1M |
| Short-term disability(4 contracts, 3 carriers) | ARCH INSURANCE COMPANY | 3,467 | $752K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,461 | $729K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF ILLINOIS | 5,095 | $32.8M |
| Other(3 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 8,913 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,913 | — |
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.