| 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 | $40K | — | $40K | 12.26% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $20K | $5K | $25K | 7.63% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P.O. BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $20K | $20K | 6.13% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $88K | — | $88K | 69.53% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | — | $12K | 9.82% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 4.91% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $11K | — | $11K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 5.00% |
| MARK METTILLE3 | 422 WAUPONSEE STREET MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $51K | $1K | $53K | 54.44% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE, 2 COOPER STREET P.O. BOX 99106 CAMDEN, NC 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | — | $22K | 22.69% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $1K | $9K | 9.22% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P.O. BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 7.99% |
| MARK METTILLE3 Filed as: MARK METTILE | 422 WAUPONSEE STREET MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $2K | $25K | 33.99% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE, 2 COOPER STREET P.O. BOX 99106 CAMDEN, NJ 08101 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | — | $10K | 13.42% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $1K | $10K | 13.14% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P.O. BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 11.37% |
| DANIEL P KEENAN3 Filed as: DANIEL KEENAN | 30 WASHINGTON AVE. STE B-5 HADDONFIELD, NJ 08033 | METROPOLITAN LIFE INSURANCE COMPANY | $90 | — | $90 | 0.12% |
| GIS NATIONAL3 | 9500 KOGER AVE. SUITE 200 ST. PETERSBURG, FL 33702 | METLIFE LEGAL PLANS | $4K | — | $4K | 16.04% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | METLIFE LEGAL PLANS | $4K | — | $4K | 13.65% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P.O. BOX 9201 AUSTIN, TX 787669201 | METLIFE LEGAL PLANS | $0 | $2K | $2K | 6.86% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $970 | — | $970 | 11.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS | 422 WAUPONSEE STREET MORRIS, IL 604502215 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $441 | — | $441 | 5.00% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $699 | — | $699 | 11.30% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $747 | — | $747 | 15.01% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $249 | — | $249 | 5.00% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $597 | — | $597 | 13.75% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $318 | — | $318 | 18.01% |
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 | 492 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 497 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 378 | $196K |
| Dental(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 649 | $341K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 649 | $329K |
| Life insurance(3 contracts, 2 carriers) | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 348 | $250K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 95 | $97K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 109 | $5K |
| Other(10 contracts, 7 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,840 | $701K |
| 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.