| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE Filed as: FIRST PERSON, INC | 8900 KEYSTONE CROSSING SUITE 910 INDIANAPOLIS, IN 46240 | DELTA DENTAL | $34K | — | $34K | 16.39% |
| ENROLLEASE Filed as: FIRST PERSON, INC | 9000 KEYSTONE CROSSING SUITE 910 INDIANAPOLIS, IN 46240 | RELIANCE STANDARD | $22K | — | $22K | 17.28% |
| ALTERITY BROKER SOLUTIONS Filed as: ALTERITY BROKERS | 8777 N GAINEY CENTER DR SUITE 260 SCOTTSDALE, AZ 85258 | RELIANCE STANDARD | $6K | — | $6K | 5.02% |
| WATCH TOWER TECHNOLOGIES INC Filed as: WATCH TOWER TECHNOLOGIES, INC | 2734 NORTH MILDRED AVE #3 CHICAGO, IL 60614 | RELIANCE STANDARD | — | $3K | $3K | 2.71% |
| NFP INSURANCE SERVICES INC Filed as: NFP INSURANCE SERVICES, INC | 1250 CAPITAL OF TX HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD | — | $1K | $1K | 1.12% |
| ENROLLEASE Filed as: FIRST PERSON, INC | 9000 KEYSTONE CROSSING SUITE 910 INDIANAPOLIS, IN 46240 | RELIANCE STANDARD | $12K | — | $12K | 17.39% |
| ALTERITY BROKER SOLUTIONS | 8777 N GAINEY CENTER DR STE 260 SCOTTSDALE, AZ 85258 | RELIANCE STANDARD | $4K | — | $4K | 5.00% |
| NFP INSURANCE SERVICES INC Filed as: NFP INSURANCE SERVICES, INC | 1250 CAPITAL OF TX HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD | — | $782 | $782 | 1.10% |
| ENROLLEASE Filed as: FIRST PERSON, INC | 8900 KEYSTONE CROSSING SUITE 900 INDIANAPOLIS, IN 46240 | VISION CARE | $4K | — | $4K | 10.00% |
| WATCH TOWER TECHNOLOGIES INC Filed as: WATCH TOWER TECHNOLOGIES, INC | 306 W ERIE ST SUITE 300 CHICAGO, IL 60654 | VISION CARE | $596 | — | $596 | 1.50% |
| ENROLLEASE Filed as: FIRST PERSON, INC | 9000 KEYSTONE CROSSING SUITE 910 INDIANAPOLIS, IN 46240 | RELIANCE STANDARD | $2K | — | $2K | 20.00% |
| ALTERITY BROKER SOLUTIONS | 8777 N GAINEY CENTER DR STE 260 SCOTTDALE, AZ 85258 | RELIANCE STANDARD | $914 | — | $914 | 7.49% |
| ENROLLEASE Filed as: FIRST PERSON, INC | 9000 KEYSTONE CROSSING SUITE 910 INDIANAPOLIS, IN 46240 | RELIANCE STANDARD | $2K | — | $2K | 20.00% |
| ALTERITY BROKER SOLUTIONS | 8777 N GAINEY CENTER DR STE 260 SCOTTDALE, AZ 85258 | RELIANCE STANDARD | $532 | — | $532 | 5.00% |
| ENROLLEASE Filed as: FIRST PERSON, INC | 9000 KEYSTONE CROSSING SUITE 910 INDIANAPOLIS, IN 46240 | RELIANCE STANDARD | $2K | — | $2K | 20.00% |
| ALTERITY BROKER SOLUTIONS | 8777 N GAINEY CENTER DR STE 260 SCOTTDALE, AZ 85258 | RELIANCE STANDARD | $769 | — | $769 | 8.01% |
| ENROLLEASE Filed as: FIRST PERSON, INC | 9000 KEYSTONE CROSSING SUITE 910 INDIANAPOLIS, IN 46240 | RELIANCE STANDARD | $372 | — | $372 | 11.02% |
| ALTERITY BROKER SOLUTIONS | 8777 N GAINEY CENTER DR STE 260 SCOTTDALE, AZ 85258 | RELIANCE STANDARD | $169 | — | $169 | 5.01% |
| WATCH TOWER TECHNOLOGIES INC Filed as: WATCH TOWER TECHNOLOGIES, INC | 306 W ERIE ST SUITE 300 CHICAGO, IL 60614 | RELIANCE STANDARD | — | $95 | $95 | 2.81% |
| NFP INSURANCE SERVICES INC Filed as: NFP INSURANCE SERVICES, INC | 1250 CAPITAL OF TX HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD | — | $42 | $42 | 1.24% |
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 | 225 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 230 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 485 | $210K |
| Vision | VISION CARE | 200 | $40K |
| Life insurance(3 contracts) | RELIANCE STANDARD | 484 | $141K |
| Long-term disability | RELIANCE STANDARD | 270 | $71K |
| Other(2 contracts) | RELIANCE STANDARD | 65 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 485 | — |
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.