| 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 | $20K | — | $20K | 3.24% |
| 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 | $484 | $2K | 6.68% |
| 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 | $433 | $2K | 6.52% |
| 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 | $880 | $255 | $1K | 6.45% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $637 | $223 | $860 | 6.75% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $687 | — | $687 | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $344 | $105 | $449 | 6.54% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $655 | — | $655 | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $328 | $117 | $445 | 6.79% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 WEST PLATT STREET TAMPA, GA 33606 | FIRST STOP HEALTH, LLC | $538 | — | $538 | 10.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $415 | — | $415 | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $138 | $41 | $179 | 6.47% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNIISTRATORS | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $2K | $9K | — |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | — | $802 | $802 | — |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | PO BOX 373 TAMPA, FL 33601 | METROPOLITAN LIFE INSURANCE COMPANY | — | $19 | $19 | — |
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 | 127 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | 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 | 62 | $610K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 134 | $29K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 48 | $29K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 26 | $18K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 62 | $610K |
| Other(6 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 134 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 134 | — |
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.