| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 22901 MILLCREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | $0 | $26K | 10.00% |
| NATIONAL BENEFIT CENTER3 | 22901 MILLCREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $317 | $317 | 0.12% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 22901 MILLCREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | $0 | $12K | 10.00% |
| NATIONAL BENEFIT CENTER3 | 22901 MILLCREEK BLVD STE 160 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $256 | $256 | 0.22% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 22901 MILLCREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $0 | $9K | 10.00% |
| NATIONAL BENEFIT CENTER3 | 22901 MILLCREEK BLVD STE 160 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $203 | $203 | 0.22% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 22901 MILLCREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $0 | $6K | 10.00% |
| NATIONAL BENEFIT CENTER3 | 22901 MILLCREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $140 | $140 | 0.25% |
| CORPORATE PLANS, LLC3 Filed as: CORPORATE PLANS LLC | 22901 MILLCREEK BLVD STE 160 HIGHLAND HILLS, OH 44122 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $4K | $0 | $4K | 8.32% |
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 | 463 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 463 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 360 | $264K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | 671 | $50K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 463 | $173K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 432 | $94K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 463 | $173K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 671 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.