| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $38K | $18 | $38K | 10.49% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $5K | $24K | 6.54% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P.O. BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $19K | $19K | 5.24% |
| MARK METTILLE3 | 422 WAUPONSEE STREET MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $32K | $1K | $33K | 29.38% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE, 2 COOPER STREET P.O. BOX 99106 CAMDEN, NC 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $18 | $14K | 12.22% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $1K | $7K | 6.62% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P.O. BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 5.39% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | — | $10K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $2K | $7K | 7.18% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $51K | — | $51K | 62.45% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $2K | $5K | 7.02% |
| MARK J MATSOCK & ASSOCIATES INC3 Filed as: MARK METTILE | 422 WAUPONSEE STREET MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $651 | $8K | 11.31% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $1K | $6K | 7.93% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P.O. BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 6.37% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE, 2 COOPER STREET P.O. BOX 99106 CAMDEN, NJ 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $18 | $3K | 4.49% |
| GIS BENEFITS INC3 Filed as: GIS NATIONAL | 9500 KOGER AVE. SUITE 200 ST. PETERSBURG, FL 33702 | METLIFE LEGAL PLANS | $1K | — | $1K | 11.75% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METLIFE LEGAL PLANS | $1K | — | $1K | 10.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P.O. BOX 9201 AUSTIN, TX 787669201 | METLIFE LEGAL PLANS | — | $601 | $601 | 5.03% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 11.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS | 422 WAUPONSEE STREET MORRIS, IL 604502215 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $314 | -$6 | $308 | 3.36% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 15.01% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $292 | $2 | $294 | 3.85% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $708 | — | $708 | 10.29% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $368 | — | $368 | 9.89% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $289 | — | $289 | 9.60% |
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 | 590 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 602 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 332 | $148K |
| Dental(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 590 | $379K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 590 | $366K |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 276 | $194K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 95 | $113K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 112 | $8K |
| Other(10 contracts, 7 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,840 | $666K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,840 | — |
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.