| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE BUCKNER COMPANY3 Filed as: THE BUCKNER GROUP INC | 6550 S MILLROCK DR STE 300 SALT LAKE CITY, UT 84121 | SELECTHEALTH | $37K | $12K | $49K | 4.00% |
| THE BUCKNER COMPANY3 Filed as: THE BUCKNER GROUP INC | 6550 S MILLROCK DR STE 300 SALT LAKE CITY, UT 84121 | SELECTHEALTH | $3K | $943 | $4K | 4.00% |
| THE BUCKNER COMPANY3 Filed as: THE BUCKNER GROUP INC | 6550 S MILLROCK DR STE 300 SALT LAKE CITY, UT 84121 | COM | $4K | — | $4K | 3.94% |
| THE BUCKNER COMPANY3 Filed as: THE BUCKNER GROUP INC | 6550 S MILLROCK DR STE 300 SALT LAKE CITY, UT 84121 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 14.06% |
| THE BUCKNER COMPANY3 Filed as: THE BUCKNER GROUP INC | 6550 S MILLROCK DR STE 300 SALT LAKE CITY, UT 84121 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 15.01% |
| THE BUCKNER COMPANY3 Filed as: THE BUCKNER GROUP INC | 6550 S MILLROCK DR STE 300 SALT LAKE CITY, UT 84121 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $566 | — | $566 | 13.67% |
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 | 181 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 181 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | SELECTHEALTH | 283 | $1.3M |
| Dental | COM | 181 | $90K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 140 | $4K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 140 | $20K |
| Other(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 140 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 283 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.