| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY | 300 WEST PLATT STREET TAMPA, GA 33606 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $13K | — | $13K | 2.60% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNIISTRATORS | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $2K | $8K | 18.38% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | — | $759 | $759 | 1.67% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | PO BOX 373 TAMPA, FL 33601 | METROPOLITAN LIFE INSURANCE COMPANY | — | $30 | $30 | 0.07% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $35 | $1K | 5.14% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $35 | $1K | 5.16% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $644 | $20 | $664 | 5.16% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 70.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $580 | $20 | $600 | 5.18% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 70.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $301 | $9 | $310 | 5.15% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 70.01% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $268 | $8 | $276 | 5.14% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 WEST PLATT STREET TAMPA, GA 33606 | TELADOC | $526 | — | $526 | 17.39% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201, BLDG1 SUITE 100 AUSTIN, TX 78766 | TELADOC | — | $132 | $132 | 4.36% |
| GIS BENEFITS INC3 Filed as: GIS OF FLORIDA | 9500 KOGER AVE STE 200 ST. PETERSBURG, FL 33702 | TELADOC | $132 | — | $132 | 4.36% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $311 | — | $311 | 14.98% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $104 | $3 | $107 | 5.15% |
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 | 129 | 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) | 129 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 56 | $495K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 116 | $46K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 116 | $46K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 104 | $25K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 32 | $22K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 15 | $13K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 56 | $495K |
| Other(6 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 104 | $53K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 116 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.