| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA | 6255 SUDBURY DRIVE DALLAS, TX 75214 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $15K | — | $15K | 2.54% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 6255 SUDBURY DRIVE DALLAS, TX 75214 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | — | $10K | 2.54% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 6255 SUDBURY DRIVE DALLAS, TX 75214 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | — | $9K | 2.55% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DRIVE CALEDONIA, MI 49316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $100K | — | $100K | 31.38% |
| ERIC J CONDRON3 | 10880 SANDY OAK TRAIL CEDAR SPRINGS, MI 49319 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.36% |
| MIKE S GAYNOR3 | 625 KENMOOR AVE SE STE 200 GRAND RAPIDS, MI 49546 | CONTINENTAL AMERICAN INSURANCE COMPANY | $53 | — | $53 | 0.02% |
| K HARRIS & ASSOCIATES, LLC3 | 950 W. NORTON AVE. SUITE 201 MUSKEGON, MI 49441 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | — | $34 | 0.01% |
| CROUSE COMPANY LLC4 | 818A DELMAS AVE NASHVILLE, TN 37216 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $9K | — | $9K | 10.15% |
| ACRISURE LLC4 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $4K | — | $4K | 5.12% |
| LYNDA BLANKENSHIP4 Filed as: LYNDA N BLANKENSHIP | 2442 WOODBINE AVE KNOXVILLE, TN 37917 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $236 | — | $236 | 0.27% |
| KATHERINE C CERIDWEN GREEN4 | 16714 HILLSIDE PLACE TINLEY PARK, IL 60477 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $129 | — | $129 | 0.15% |
| LYLE HARRIS4 | 3417 KENILWORTH LN KNOXVILLE, TN 37917 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $102 | — | $102 | 0.12% |
| SMART SHIELD INC.4 Filed as: SMART SHIELD INC | 332 KINGSPORT CT CRYSTAL LAKE, IL 60012 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $87 | — | $87 | 0.10% |
| MIKE RICHES AND ASSOCIATES INC4 | 14532 RICHMOND CIRCLE LITTLE ELM, TX 75068 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $28 | — | $28 | 0.03% |
| LISA M TAYLOR4 | 394 WHITETAIL WAY DEERFIELD, WI 53531 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $28 | — | $28 | 0.03% |
| MICHAEL SCHECHTER4 | 158 FOUR BROOKS RD STAMFORD, CT 06903 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $27 | — | $27 | 0.03% |
| HYLANT GROUP INC4 | PO BOX 541 ANN ARBOR, MI 48106 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $26 | — | $26 | 0.03% |
| WILLIAM LARSON4 | 1513 PLEASANT PL OTTAWA, IL 61350 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $23 | — | $23 | 0.03% |
| KENNETH MARTIN WZOREK4 | 601 CHADWICK DR WATERTOWN, WI 53094 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $23 | — | $23 | 0.03% |
| JOHN WYNN4 | 849 ISLE OF PALMS WAY WILMINGTON, NC 28412 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $22 | — | $22 | 0.03% |
| LIVING DREAMS INC.4 Filed as: LIVING DREAMS | 18 CHAMBORD LN VOORHEES, NJ 08043 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $22 | — | $22 | 0.03% |
| GWENYTH LEWIS4 | 6800 VISTA DEL NORTE RD N APT 1517 ALBUQUERQUE, NM 87113 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $18 | — | $18 | 0.02% |
| PATRICIA A NEAL4 | 3237 E TUDOR RD APT 4 ANCHORAGE, AK 99507 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $18 | — | $18 | 0.02% |
| CRUM HALSTED AGENCY INC4 | 2350 BETHANY RD SYCAMORE, IL 60178 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $13 | — | $13 | 0.02% |
| MORELLA VILLAVICENCIO4 | 2601 S COURSE DR APT 407 POMPANO BEACH, FL 33069 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $12 | — | $12 | 0.01% |
| DENNIS E HENNESSY4 | 970 WEDGEWOOD DR CRYSTAL LAKE, IL 60014 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $12 | — | $12 | 0.01% |
| MIDWEST REAL ESTATE ASSOCIATION LLC4 | PO BOX 5210 ELGIN, IL 60121 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $11 | — | $11 | 0.01% |
| A SECURE YOU INC4 | 63 SABLE RUN EAST AMHERST, NY 14051 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $11 | — | $11 | 0.01% |
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 | 3,156 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 30 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,186 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 243 | $2.1M |
| Vision | VISION SERVICE PLAN | 1,934 | $374K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,020 | $961K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,997 | $363K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 243 | $2.1M |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,020 | $785K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,020 | — |
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."
No prospect flags tripped on this filing.