| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $55K | $2K | $58K | 18.56% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST #200 TAMPA, FL 33606 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $3K | $6K | 8.77% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO. LLC | PO BOX 373 TAMPA, FL 33601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 14.26% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.12% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 787669201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $500 | $500 | 2.15% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO LLC | PO BOX 373 TAMPA, FL 33601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 14.26% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.10% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 787669201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $500 | $500 | 2.24% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 16.76% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 7.31% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 787669201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $821 | $821 | 5.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO. LLC | 300 W. PLATT ST. #200 TAMPA, FL 33606 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $500 | $500 | 3.05% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 WEST PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 19.99% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $398 | $64 | $462 | 5.81% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 WEST PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | 9401 AMBERGLEN BLVD. BLDG 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $365 | — | $365 | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 WEST PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $900 | — | $900 | 20.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $225 | $36 | $261 | 5.80% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO. LLC | PO BOX 373 TAMPA, FL 33601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $655 | — | $655 | 16.38% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON CO, LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $500 | $500 | 12.50% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $282 | $282 | 7.05% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | P.O. BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $200 | $200 | 5.00% |
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 | 129 | 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) | 129 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 151 | $310K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 249 | $70K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 249 | $70K |
| Life insurance(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 129 | $20K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 147 | $22K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 147 | $23K |
| Other(5 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 129 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 249 | — |
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.