| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $80K | $25K | $105K | 5.48% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60673 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | — | $16K | 0.83% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $37K | — | $37K | 4.23% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $13K | $13K | 1.44% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60673 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 0.77% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 102159 PASADENA, CA 911892189 | VISION SERVICE PLAN | $33K | — | $33K | 5.98% |
| EMPOWER BENEFITS INC DBA CORESTREAM3 | 5404 CYPRESS CENTER DRIVE STE 130 TAMPA, FL 336091021 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $2K | $25K | 15.19% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 303288103 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $43 | $23K | 14.06% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.73% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH SALDANA | CITY VIEW PLAZA - SUITE 700 #48 RD GUAYNABO, PR 00966 | TRIPLE S SALUD, INC. | $7K | — | $7K | 4.95% |
| EMPOWER BENEFITS INC DBA CORESTREAM3 | 5404 CYPRESS CENTER DRIVE STE 130 TAMPA, FL 336091021 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $1K | $17K | 15.69% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 303288103 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $43 | $16K | 14.59% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $780 | $780 | 0.73% |
| EMPOWER BENEFITS INC DBA CORESTREAM3 | 5404 CYPRESS CENTER DRIVE STE 130 STE 130 TAMPA, FL 336091021 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $738 | $9K | 13.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 303288103 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $43 | $9K | 12.05% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $476 | $476 | 0.67% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4 EMBARCADERO CTR STE 40 SAN FRANCISCO, CA 94111 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.88% |
| EMPOWER BENEFITS INC DBA CORESTREAM3 | 5404 CYPRESS CENTER DRIVE STE 130 TAMPA, FL 33609 | TRANSAMERICA LIFE INSURANCE COMPANY | $93 | — | $93 | 0.18% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 11.35% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $557 | — | $557 | 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 | 4,675 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 39 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,714 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRIPLE S SALUD, INC. | 25 | $151K |
| Vision | VISION SERVICE PLAN | 3,196 | $551K |
| Life insurance(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,675 | $2.0M |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 83 | $11K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,975 | $865K |
| Prescription drug | TRIPLE S SALUD, INC. | 25 | $151K |
| Other(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 933 | $391K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,675 | — |
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.