| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREPARE BENEFITS, LLC3 Filed as: PREPARE BENEFITS LLC | 7157 NARCOOSSEE RD #1579 ORLANDO, FL 32822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $22K | $22K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $22K | — | $22K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $17K | $17K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $6K | $6K | 1.28% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | — | $16K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $13K | $13K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.23% |
| PREPARE BENEFITS, LLC3 Filed as: PREPARE BENEFITS LLC | 7157 NARCOOSSEE RD #1579 ORLANDO, FL 32822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $16K | $16K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | — | $16K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $13K | $13K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.27% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $10K | $10K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 1.21% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 4221 W BOY SCOUT BLVD STE 550 TAMPA, FL 33607 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $46K | — | $46K | 20.00% |
| PREPARE BENEFITS, LLC3 Filed as: PREPARE BENEFITS LLC | 7157 NARCOOSSEE RD #1579 ORLANDO, FL 32822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $12K | $12K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | LOCKTON DUNNING BENEFITS DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 1.45% |
| LOCKTON COMPANIES, LLC3 | 1200 SW 145TH AVENUE, SUITE 140A PEMBROKE PINES, FL 33027 | UNITEDHEALTHCARE INSURANCE COMPANY | $21K | — | $21K | 10.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 4221 W BOY SCOUT BLVD STE 550 TAMPA, FL 33607 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $42K | — | $42K | 20.00% |
| PREPARE BENEFITS, LLC3 Filed as: PREPARE BENEFITS LLC | 7157 NARCOOSSEE RD #1579 ORLANDO, FL 32822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $11K | $11K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | LOCKTON DUNNING BENEFITS DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 1.12% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 4221 W BOY SCOUT BLVD STE 550 TAMPA, FL 33607 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $38K | $10K | $48K | 25.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | LOCKTON DUNNING BENEFITS DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 1.20% |
| LOCKTON COMPANIES, LLC3 | 1200 SW 145TH AVENUE, SUITE 140A PEMBROKE PINES, FL 33027 | NATIONWIDE | $12K | — | $12K | 8.00% |
| LOCKTON COMPANIES, LLC4 | 3280 PEACHTREE ROAD NE, SUITE 250 ATLANTA, GA 30305 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $15K | — | $15K | 17.00% |
| DORSEY & ASSOCIATES, INC.4 | 1655 VINERY AVENUE CUMMING, GA 30041 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $1K | — | $1K | 1.50% |
| THOMPSON SUCCESS PARTNERS, INC.4 | 2776 GEARY STREET MATLACHA, FL 33993 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $222 | — | $222 | 0.25% |
| C & D ASSOCIATES, INC.4 | PO BOX 388 TAVARES, FL 32778 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $222 | — | $222 | 0.25% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $845 | $845 | 1.14% |
| PREPARE BENEFITS, LLC3 Filed as: PREPARE BENEFITS LLC | 7157 NARCOOSSEE RD #1579 ORLANDO, FL 32822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 3.55% |
| PREPARE BENEFITS, LLC3 Filed as: PREPARE BENEFITS LLC | 7157 NARCOOSSEE RD #1579 ORLANDO, FL 32822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 120 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $152 | $152 | 0.33% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $472 | $472 | 1.10% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $439 | $439 | 1.09% |
| PREPARE BENEFITS, LLC3 Filed as: PREPARE BENEFITS LLC | 7157 NARCOOSSEE RD #1579 ORLANDO, FL 32822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $435 | $435 | 1.13% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $356 | $356 | 1.04% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $337 | $337 | 1.13% |
| PREPARE BENEFITS, LLC3 Filed as: PREPARE BENEFITS LLC | 7157 NARCOOSSEE RD #1579 ORLANDO, FL 32822 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $624 | $624 | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 741738 ATLANTA, GA 30374 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $624 | — | $624 | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $499 | $499 | 4.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | -$253 | -$253 | -2.03% |
| LOCKTON COMPANIES, LLC3 | 1200 SW 145TH AVENUE, SUITE 140A PEMBROKE PINES, FL 33027 | CRUM & FORSTER | $245 | — | $245 | 8.01% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | FOUR EVER LIFE INS CO. | $161 | — | $161 | 14.98% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 116 | $214K |
| Vision | COMMUNITY INSURANCE COMPANY | 4,047 | $184K |
| Life insurance(7 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,092 | $862K |
| Short-term disability(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,099 | $436K |
| Long-term disability(4 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,020 | $618K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 116 | $214K |
| Other(11 contracts, 5 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,284 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,284 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.