| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | AMERITAS LIFE INSURANCE CORP. | $22K | $0 | $22K | 6.68% |
| DIVERSIFIED INSURANCE GROUP3 Filed as: DIVERSIFIED INSURANCE BENEFIT SVCS | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | AMERITAS LIFE INSURANCE CORP. | $11K | $0 | $11K | 3.32% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 28932 FRESNO, CA 93729 | AMERITAS LIFE INSURANCE CORP. | $0 | $3K | $3K | 0.90% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVE STE 1500 SEATTLE, WA 98101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $0 | $9K | 10.20% |
| DIVERSIFIED INSURANCE GROUP3 | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 4.80% |
| NAMELY EMPLOYEE BENEFITS, LLC3 Filed as: NAMELY,INC | 195 BROADWAY 15TH FL NEW YORK, NY 10007 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.00% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK SUITE A BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $243 | $243 | 0.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1420 5TH AVE STE 1500 SEATTLE, WA 98101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $0 | $9K | 10.26% |
| DIVERSIFIED INSURANCE GROUP3 | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 4.74% |
| NAMELY EMPLOYEE BENEFITS, LLC3 Filed as: NAMELY INC | 195 BROADWAY 15TH FL NEW YORK, NY 10007 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.00% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK SUITE A BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $230 | $230 | 0.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1420 5TH AVE STE 1500 SEATTLE, WA 98101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 10.24% |
| DIVERSIFIED INSURANCE GROUP3 | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.76% |
| NAMELY EMPLOYEE BENEFITS, LLC3 Filed as: NAMELY INC | 195 BROADWAY 15TH FL NEW YORK, NY 10007 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.00% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $126 | $126 | 0.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $287 | $5K | 16.00% |
| DIVERSIFIED INSURANCE GROUP3 | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1420 5TH AVE SUITE 1500 SEATTLE, WA 98101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.97% |
| DIVERSIFIED INSURANCE GROUP3 | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.04% |
| NAMELY EMPLOYEE BENEFITS, LLC3 Filed as: NAMELY INC | 195 BROADWAY 15 FL NEW YORK, NY 10007 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $734 | $734 | 3.00% |
| NATIONAL BENEFITS CENTER LLC3 Filed as: NATIONAL BENEFITS CENTER | 23825 COMMERCE PARK SUITE A BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $73 | $73 | 0.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE COMPANY | $3K | $222 | $3K | 17.51% |
| DIVERSIFIED INSURANCE GROUP3 | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE COMPANY | $748 | $0 | $748 | 4.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE | $463 | $126 | $589 | 4.67% |
| BRIAN D. COOMBS3 Filed as: BRIAN CARTER | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE | $449 | $0 | $449 | 3.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 NORTH CALIFORNIA BLVD SUITE 400 WALNUT CREEK, CA 94596 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE | $350 | $0 | $350 | 2.77% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY AUSTIN, TX 78746 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE | $0 | $55 | $55 | 0.44% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1420 5TH AVE SUITE 1500 SEATTLE, WA 98101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $559 | $0 | $559 | 10.29% |
| DIVERSIFIED INSURANCE GROUP3 | 136 E SOUTH TEMPLE STE 2300 SALT LAKE CITY, UT 84111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $256 | $0 | $256 | 4.71% |
| NAMELY EMPLOYEE BENEFITS, LLC3 Filed as: NAMELY INC | 195 BROADWAY 15TH FL NEW YORK, NY 10007 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $163 | $163 | 3.00% |
| NATIONAL BENEFITS CENTER LLC3 Filed as: NATIONAL BENEFITS CENTER | 23825 COMMERCE PARK SUITE A BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $16 | $16 | 0.29% |
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 | 308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 308 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 302 | $47K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 613 | $332K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 613 | $332K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 308 | $87K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 308 | $84K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 308 | $46K |
| Other(5 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 308 | $158K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 613 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.