| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER HEALTH AND BENEFITS INC.3 Filed as: CONNER HEALTH AND BENEFITS | 8445 KEYSTONE CROSSING, SUITE 200 INDIANAPOLIS, IN 46240 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $2K | $14K | 12.36% |
| PLANSOURCE BENEFIT ADMINISTRATION3 Filed as: PLANSOURCE BNFTS ADMINISTRATION INC | 101 SOUTH GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.26% |
| CONNER HEALTH AND BENEFITS INC.3 Filed as: CONNER HEALTH AND BENEFITS | 8445 KEYSTONE CROSSING BOULEVARD SUITE 200 INDIANAPOLIS, IN 46240 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | -$117 | $0 | -$117 | -0.80% |
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 | 240 | 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) | 240 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF MINNESOTA | 489 | $141K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 128 | $15K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 240 | $112K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 240 | $112K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 240 | $149K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 489 | — |
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."
No prospect flags tripped on this filing.