| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON AFFINITY LLC | 10895 LOWELL AVE STE 300 OVERLAND PARK, KS 662101679 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 1.48% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON AFFINITY LLC | 10895 LOWELL AVE STE 300 OVERLAND PARK, KS 662101679 | PRINCIPAL LIFE INSURANCE COMPANY | $10K | $0 | $10K | 13.30% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | PRINCIPAL LIFE INSURANCE COMPANY | $6K | $0 | $6K | 7.67% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS IN | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $519 | $141 | $660 | 7.44% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $519 | $519 | 5.85% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON AFFINITY LLC | 7300 COLLEGE BLVD SUITE 500 OVERLAND PARK, KS 662101679 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $87 | $87 | 0.98% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $329 | $84 | $413 | 6.45% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $329 | $329 | 5.14% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON AFFINITY LLC | 10895 LOWELL AVE STE 300 OVERLAND PARK, KS 662101679 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $87 | $87 | 1.36% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $234 | $59 | $293 | 6.42% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $234 | $234 | 5.13% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON AFFINITY LLC | 10895 LOWELL AVE STE 300 OVERLAND PARK, KS 662101679 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $87 | $87 | 1.91% |
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 | 102 | 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) | 102 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 44 | $419K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 138 | $78K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 138 | $78K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 138 | $78K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 138 | $78K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 138 | $78K |
| Other(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 54 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 138 | — |
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.