| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 9200 INDIAN CREEK PKWY, SUITE 195 OVERLAND PARK, KS 66210 | AETNA LIFE INSURANCE CO. | $4K | $5K | $9K | 0.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 8110 E. 32ND ST. N., SUITE 100 WICHITA, KS 67226 | METROPOLITAN LIFE INSURANCE COMPANY | $21K | $75 | $21K | 8.89% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 6100 S. YALE AVENUE, SUITE 1900 TULSA, OK 74136 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $55 | $9K | 3.66% |
| GALLAGHER BENEFIT SERVICES, INC.3 | P.O. BOX 3009 ARLINGTON HEIGHTS, IL 60006 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 0.94% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 16253 COLLECTION CENTER DR. 40 W. MADISON, 4TH FLOOR CHICAGO, IL 60693 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.43% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 100 MATSONFORD RD 4 RADNOR CORPORATE CENTER RANDOR, PA 19087 | METROPOLITAN LIFE INSURANCE COMPANY | — | $19 | $19 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 8110 E. 32ND ST. N., SUITE 100 WICHITA, KS 67226 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 16.71% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | P.O. BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $764 | — | $764 | 2.92% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 2850 W. GOLF RD., 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $540 | $540 | 2.06% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 8110 E. 32ND ST. N., SUITE 100 WICHITA, KS 67226 | SURENCY LIFE AND HEALTH | $3K | — | $3K | 9.98% |
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 | 166 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 169 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 341 | $1.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 533 | $236K |
| Vision | SURENCY LIFE AND HEALTH | 135 | $25K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 533 | $236K |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 533 | $263K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 533 | $236K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 533 | $263K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 533 | — |
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.