| 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 | $282K | $131K | $413K | 0.97% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | THREE EMBARCADERO CENTER SUITE 600 SAN FRANCISCO, CA 94111 | BLUE CROSS OF CALIFORNIA (G0200) | $34K | — | $34K | 2.01% |
| EOI SERVICE COMPANY INC3 | 3100 E MIRALOMA AVE # 240 ANAHEIM, CA 92806 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $110K | $5K | $115K | 7.86% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $109K | — | $109K | 7.43% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $59K | $59K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $13K | $13K | 0.88% |
| EOI SERVICE COMPANY INC3 | 3100 E MIRALOMA AVE # 240 ANAHEIM, CA 92806 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $36K | $2K | $38K | 7.86% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $36K | — | $36K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $19K | $19K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 0.88% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 KANSAS CITY, MO 641121906 | RELIASTAR LIFE INSURANCE COMPANY | $63K | — | $63K | 14.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 3100 E MIRALOMA AVE STE 240 STE 400 ANAHEIM, CA 92806 | RELIASTAR LIFE INSURANCE COMPANY | $38K | — | $38K | 8.33% |
| T2B SOLUTIONS INC.3 | PO BOX 43 INDIANOLA, IA 501250043 | RELIASTAR LIFE INSURANCE COMPANY | — | $4K | $4K | 0.84% |
| EOI SERVICE COMPANY INC3 | 3100 E MIRALOMA AVE # 240 ANAHEIM, CA 92806 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $30K | $1K | $32K | 7.86% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $30K | — | $30K | 7.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $16K | $16K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 0.87% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE STREET SUITE 3400 CHICAGO, IL 60661 | ARCH INSURANCE COMPANY | $18K | — | $18K | 5.10% |
| THOMAS SCHAFFLER3 | 525 W MONROE STE 600 CHICAGO, IL 60661 | PRIORITY HEALTH | $10K | — | $10K | 4.00% |
| THOMAS SCHAFFLER3 | 525 W MONROE STE 600 CHICAGO, IL 60661 | PRIORITY HEALTH | $8K | — | $8K | 4.00% |
| EOI SERVICE COMPANY INC3 | 3100 E MIRALOMA AVE # 240 ANAHEIM, CA 92806 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | $365 | $14K | 12.82% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 W MONROE ST SUITE 3400 CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | — | $14K | 12.50% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 0.89% |
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 | 12,489 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 42 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 24 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,555 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | BLUECROSS BLUESHIELD OF ILLINOIS | 5,719 | $46.1M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 3,943 | $2.0M |
| Vision | EYEMED VISION CARE | 5,909 | $239K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 9,903 | $1.5M |
| Short-term disability(4 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,523 | $878K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,517 | $832K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF ILLINOIS | 5,719 | $42.4M |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 9,903 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,903 | — |
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.