| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $79K | $0 | $79K | 2.06% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISOR | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 12.00% |
| DIGITAL INSURANCE LLC4 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SE ATLANTA, GA 30339 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $3K | $0 | $3K | — |
| THE AGURS GROUP INC.3 Filed as: THE AGURS GROUP INC | 5721 FRENCH LACE COURT NORTH LAS VEGAS, NV 89081 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $155 | $0 | $155 | — |
| JOHN F MURPHY AND OTHER AGENTS | 301 RIVER WALK DRIVE SIMPSONVILLE, SC 29681 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $94 | $0 | $94 | — |
| HEARTLAND BENEFITS GROUP LLC4 | 3120 CASTLETON XING SUN PRAIRIE, WI 53590 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $79 | $0 | $79 | — |
| STEVEN W. CHISM3 Filed as: STEVEN W CHISM | 4007 HILLSIDE DRIVE NORTH LITTLE ROCK, AR 72118 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $51 | $0 | $51 | — |
| TODAY'S THE DAY LLC4 | DBA NATALIE GUTIERREZ 7312 SEAWALL BOULEVARD GALVESTON, TX 77551 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $49 | $0 | $49 | — |
| MARCIA D SHEA4 | 711 DEL RIO COURT HANFORD, CA 93230 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $39 | $0 | $39 | — |
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 | 5,190 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 67 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,257 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 5 | $83K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 7,106 | $2.6M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 2,292 | $253K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,023 | $3.8M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,023 | $3.8M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 5 | $83K |
| Other(5 contracts, 5 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 13,030 | $4.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,030 | — |
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.