| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WADE WISAN3 | 6440 S WASATCH BLVD STE 150 SLC, UT 841213513 | METROPOLITAN LIFE INSURANCE AGENCY | $8K | $0 | $8K | 4.32% |
| SCOTT T BUIE3 Filed as: SCOTT BUIE | 4525 S 2300 E STE 201 SLC, UT 841174639 | METROPOLITAN LIFE INSURANCE AGENCY | $7K | $0 | $7K | 3.99% |
| BUIE INSURANCE SERVICES3 Filed as: BUIE INS SERVICES LLC | 4525 S 2300 E STE 201 SLC, UT 841174639 | METROPOLITAN LIFE INSURANCE AGENCY | $581 | $0 | $581 | 0.33% |
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 | 437 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 437 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AMERICA'S TPA, INC DBA HEALTHEZ | 185 | $257K |
| Dental | METROPOLITAN LIFE INSURANCE AGENCY | 437 | $176K |
| Vision | METROPOLITAN LIFE INSURANCE AGENCY | 437 | $176K |
| Life insurance | METROPOLITAN LIFE INSURANCE AGENCY | 437 | $176K |
| Short-term disability | METROPOLITAN LIFE INSURANCE AGENCY | 437 | $176K |
| Stop-loss / reinsurancereinsurance | AMERICA'S TPA, INC DBA HEALTHEZ | 185 | $257K |
| Other | METROPOLITAN LIFE INSURANCE AGENCY | 437 | $176K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 437 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.