| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $6K | $6K | 5.00% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 3.34% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 4.66% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 7.76% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | VISION SERVICE PLAN | $10K | — | $10K | 16.30% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ACRISURE LLC3 | DBA HNI RISK SERVICES 16805 W. CLEVELAND AVE NEW BERLIN, WI 53151 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $391 | $26 | $417 | 11.67% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC DBA EMPLOYEE BENEFIT | SERVICES 489 SEMINOLE ROAD MUSKEGON, MI 49444 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | $23 | $23 | 0.64% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 999 PEACHTEET ST. NE SUITE 1500 ATLANTA, GA 30309 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | $3 | $3 | 0.08% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $335 | — | $335 | 15.01% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $112 | $112 | 5.02% |
| ACRISURE LLC3 | DBA HNI RISK SERVICES 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | MAHATTANLIFE | — | — | $0 | — |
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 | 461 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 462 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 246 | $58K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 425 | $104K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 269 | $113K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 394 | $63K |
| Other(4 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 425 | $74K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 425 | — |
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.