| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHRISTENSEN GROUP INC3 | 9855 WEST 78TH STREET, SUITE 100 EDEN PRAIRIE, MN 55344 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $14 | $14K | 10.37% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP, INC. | 5110 NORTH 40TH STREET, SUITE 234 PHOENIX, AZ 85018 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 2.26% |
| CHRISTENSEN GROUP INC3 | 9855 WEST 78TH STREET, SUITE 100 EDEN PRAIRIE, MN 55344 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 13.00% |
| CHRISTENSEN GROUP INC3 | 9855 WEST 78TH STREET, SUITE 100 EDEN PRAIRIE, MN 55344 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| ENROLLLEASE INC3 | 1980 FESTIVAL PLAZA DRIVE SUITE 810 LAS VEGAS, NV 89135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $961 | $961 | 3.00% |
| CHRISTENSEN GROUP INC3 Filed as: CHRISTENSEN GROUP INC. | 9855 WEST 78TH STREET, SUITE 100 EDEN PRAIRIE, MN 55344 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 8.07% |
| CHRISTENSEN GROUP INC3 | 9855 WEST 78TH STREET, SUITE 100 EDEN PRAIRIE, MN 55344 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| ENROLLLEASE INC3 | 1980 FESTIVAL PLAZA DRIVE SUITE 810 LAS VEGAS, NV 89135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $685 | $685 | 3.00% |
| CHRISTENSEN GROUP INC3 | 9855 WEST 78TH STREET, SUITE 100 EDEN PRAIRIE, MN 55344 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $1K | $2K | 18.63% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH | 3510 N CAUSEWAY BLVD SUITE 300 METAIRIE, LA 70002 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $223 | $1K | 11.87% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | METROPOLITAN LIFE INSURANCE COMPANY | $472 | — | $472 | 3.97% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 300 METAIRIE, LA 70002 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 13.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 300 METAIRIE, LA 70002 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $633 | — | $633 | 15.00% |
| ENROLLLEASE INC3 | 1980 FESTIVAL PLAZA DRIVE SUITE 810 LAS VEGAS, NV 89135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $127 | $127 | 3.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 300 METAIRIE, LA 70002 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $436 | — | $436 | 13.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 300 METAIRIE, LA 70002 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $343 | — | $343 | 15.00% |
| ENROLLLEASE INC3 | 1980 FESTIVAL PLAZA DRIVE SUITE 810 LAS VEGAS, NV 89135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $69 | $69 | 3.02% |
| CHRISTENSEN GROUP INC3 | 9855 WEST 78TH STREET, SUITE 100 EDEN PRAIRIE, MN 55344 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $267 | — | $267 | 12.19% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 778 | $148K |
| Vision | VISION SERVICE PLAN | 297 | $34K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 487 | $31K |
| Short-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 98 | $25K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 130 | $36K |
| Other(4 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 487 | $124K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 778 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.