| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA DOYLE ALLIANCE | GROUP 200 NORTH WARNER ROAD, SUITE 430 KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 0.52% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA DOYLE ALLIANCE | GROUP 200 NORTH WARNER ROAD, SUITE 430 KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 0.51% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC DBA | DOYLE ALLIANCE GROUP 200 NORTH WARNER ROAD, SUITE 430 KING OF PRUSSIA, PA 19406 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 0.51% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR CALEDONIA, MI 49316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $98K | — | $98K | 38.79% |
| ERIC J CONDRON3 | 10880 SANDY OAK TRAIL CEDAR SPRINGS, MI 49319 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.82% |
| MIKE S GAYNOR3 | 8672 SHORE WAY DRIVE SW BYRON CENTER, MI 49315 | CONTINENTAL AMERICAN INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| K HARRIS & ASSOCIATES, LLC3 | 950 W NORTON AVE SUITE 201 MUSKEGON, MI 49441 | CONTINENTAL AMERICAN INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| CROUSE COMPANY LLC4 | 818A DELMAS AVW NASHVILLE, TN 37216 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $10K | — | $10K | 18.99% |
| ACRISURE LLC4 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $4K | — | $4K | 8.40% |
| LYNDA BLANKENSHIP4 | 2442 WOODBINE AVE KNOXVILLE, TN 37917 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $312 | — | $312 | 0.59% |
| KATHERINE C CERIDWEN GREEN4 | 16714 HILLSIDE PLACE TINELY PARK, IL 60477 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $255 | — | $255 | 0.48% |
| LYLE HARRIS4 | 3417 KENILWORTH LN KNOXVILLE, TN 37917 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $102 | — | $102 | 0.19% |
| SMART SHIELD INC.4 Filed as: SMART SHIELD INC | 332 KINGSPORT CT CRYSTAL LAKE, IL 60012 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $97 | — | $97 | 0.18% |
| A SECURE YOU INC4 | 346 REIST ST WILLIAMSVILLE, NY 14221 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $93 | — | $93 | 0.18% |
| LISA M TAYLOR4 | 394 WHITETAIL WAY DEERFIELD, WI 53531 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $72 | — | $72 | 0.14% |
| PATRICIA A NEAL4 | 3237 E TUDOR RD APT 4 ANCHORAGE, AK 99507 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $65 | — | $65 | 0.12% |
| GWENYTH LEWIS4 | 6800 VISTA DEL NORTE RD N ALBUQUERQUE, NM 87113 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $57 | — | $57 | 0.11% |
| MICHAEL W. SCHECHTER4 Filed as: MICHAEL W SCHECHTER | 158 FOUR BROOKS RD STAMFORD, CT 06903 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $34 | — | $34 | 0.06% |
| MIKE RICHES AND ASSOCIATES INC4 | 14532 RICHMOND CIRCLE LITTLE ELM, TX 75068 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $30 | — | $30 | 0.06% |
| WILLIAM LARSON4 | 1513 PLEASANT PL OTTAWA, IL 61350 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $25 | — | $25 | 0.05% |
| KENNETH MARTIN WZOREK4 | 601 CHADWICK DR WATERTOWN, WI 53094 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $25 | — | $25 | 0.05% |
| LIVING DREAMS INC.4 Filed as: LIVING DREAMS INC | 18 CHAMBORD LN VOORHEES, NJ 08043 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $20 | — | $20 | 0.04% |
| MS BENEFITS TEAM4 | 7734 MORLEY RD MENTOR, OH 44060 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $17 | — | $17 | 0.03% |
| JOHN WYNN4 | 849 ISLE OF PALMS WAY WILMINGTON, NC 28412 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $15 | — | $15 | 0.03% |
| MORELLA VILLAVICENCIO4 | 2601 S COURSE DR POMPANO BEACH, FL 33069 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $14 | — | $14 | 0.03% |
| ZITO INSURANCE AGENCY INC3 | 8339 TYLER BLVD MENTOR, OH 44060 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $12 | — | $12 | 0.02% |
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 | 2,554 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 33 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,587 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 157 | $1.2M |
| Vision | VISION SERVICE PLAN | 1,427 | $283K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,318 | $737K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,294 | $283K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 157 | $1.2M |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,318 | $602K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,318 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.