| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | RELIASTAR LIFE INSURANCE COMPANY | — | $123K | $123K | 5.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | RELIASTAR LIFE INSURANCE COMPANY | $50K | — | $50K | 2.03% |
| CONNER HEALTH AND BENEFITS INC.3 Filed as: CONNER HEALTH AND BENEFITS INC | 8445 KEYSTONE XING #200 INDIANAPOLIS, IN 46240 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $123K | — | $123K | 15.00% |
| BENEFITVISION3 Filed as: BENEFITVISION INC | 4522 RFD LONG GROVE, IL 60047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $150K | — | $150K | 20.96% |
| CONNER HEALTH AND BENEFITS INC.3 Filed as: CONNER HEALTH AND BENEFITS INC | 8445 KEYSTONE CROSSING SUITE 200 INDIANAPOLIS, IN 46240 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21K | — | $21K | 2.90% |
| CONNER HEALTH AND BENEFITS INC.3 Filed as: CONNER HEALTH AND BENEFITS INC | 8445 KEYSTONE XING #200 INDIANAPOLIS, IN 46240 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $72K | — | $72K | 14.91% |
| CONNER HEALTH AND BENEFITS INC.3 Filed as: CONNER HEALTH AND BENEFITS INC | 8445 KEYSTONE XING #200 INDIANAPOLIS, IN 46240 | HM LIFE INSURANCE COMPANY | $6K | — | $6K | 2.00% |
| CONNER HEALTH AND BENEFITS INC.3 Filed as: CONNER HEALTH AND BENEFITS INC | 8445 KEYSTONE XING #200 INDIANAPOLIS, IN 46240 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $23K | — | $23K | 10.00% |
| CONNER HEALTH AND BENEFITS INC.3 Filed as: CONNER HEALTH AND BENEFITS INC | 8445 KEYSTONE XING #200 INDIANAPOLIS, IN 46240 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | — | $16K | 10.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Float revenue; Claims processing Service code 12 | — | $1.6M |
| TRUERX MANAGEMENT SEERVICES, INC. EIN 26-0502364 NONE | Claims processing; Direct payment from the plan Service code 12 | 10 WILLIAMS BROS. DR. WASHINGTON, IN 47501 | $374K |
| CONNER HEALTH AND BENEFITS INC EIN 47-2310802 NONE | Other commissions; Direct payment from the plan Service code 50 | — | $237K |
| RX HELP CENTERS NONE | Claims processing; Direct payment from the plan Service code 12 | 3905 VINCENNES RD SUITE 200 INDIANAPOLIS, IN 46268 | $111K |
| WEX BENEFITS EIN 90-0058554 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $26K |
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 | 6,292 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,311 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM INSURANCE COMPANIES, INC. | 3,267 | $1.0M |
| Vision | HM LIFE INSURANCE COMPANY | 5,052 | $298K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 6,292 | $649K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,740 | $820K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 510 | $226K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 3,354 | $2.5M |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,310 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,292 | — |
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.