| 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 | $38K | — | $38K | 10.83% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST #200 TAMPA, FL 33606 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | PRINCIPAL LIFE INSURANCE COMPANY | — | $6K | $6K | 8.19% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO. LLC | 300 WEST PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 Filed as: ADMINISTRATORS, INC. BOON-CHAPMAN | 9401 AMBERGLEN BLVD. SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $133 | $133 | 0.57% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO. LLC | 300 WEST PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 20.02% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.01% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 Filed as: ADMINISTRATORS, INC BOON-CHAPMAN | 9401 AMBERGLEN BLVD. SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $117 | $117 | 0.57% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 20.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $921 | — | $921 | 5.00% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 Filed as: ADMINISTRATORS, INC. BOON-CHAPMAN | 9401 AMBERGLEN BLVD. SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $104 | $104 | 0.56% |
| 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 | 20.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $418 | — | $418 | 5.00% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 Filed as: ADMINISTRATORS, INC. BOON-CHAPMAN | 9401 AMBERGLEN BLVD. SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $49 | $49 | 0.59% |
| 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 | 20.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $300 | — | $300 | 5.00% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 Filed as: ADMINISTRATORS, INC. BOON-CHAPMAN | 9401 AMBERGLEN BLVD. SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $39 | $39 | 0.65% |
| 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 | 20.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $267 | — | $267 | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO LLC | 300 W. PLATT ST. TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $298 | — | $298 | 19.99% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET STE 200 MORRIS, FL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $75 | — | $75 | 5.03% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 Filed as: ADMINISTRATORS, INC. BOON-CHAPMAN | 9401 AMBERGLEN BLVD. SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $9 | $9 | 0.60% |
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 | 148 | 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) | 148 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 165 | $350K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 270 | $79K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 270 | $79K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 148 | $21K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 148 | $23K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 148 | $18K |
| Other(5 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 148 | $42K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 270 | — |
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.