| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | $75K | $15K | $90K | 0.45% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $39K | $48K | $87K | 3.62% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $52 | $22K | 2.02% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $16K | $16K | 1.53% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $60K | $12K | $71K | 19.41% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-HOME OFFICE | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $4K | $4K | 0.97% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $678 | — | $678 | 0.18% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONNS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $60K | $12K | $71K | 19.41% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-HOME OFFICE | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $4K | $4K | 0.97% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $678 | — | $678 | 0.18% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $37K | — | $37K | 15.41% |
| LOCKTON COMPANIES, LLC3 | C/O COMMERCE BANK PO BOX 843844 KANSAS CITY, MO 64184 | KAISER FOUNDATION HEALTH PLAN REGION | $8K | — | $8K | 4.22% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $17K | $4K | $21K | 19.44% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-HOME OFFICE | 444 W 47TH ST., STE 900 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $456 | $456 | 0.42% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $197 | — | $197 | 0.18% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM INSURANCE COMPANY | $26K | $5K | $31K | 29.06% |
| LOCKTON COMPANIES, LLC3 | C/O COMMERCE BANK PO BOX 843844 KANSAS CITY, MO 64184 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 4.13% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC-DALLAS OFFIC | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $12K | $4K | $17K | 22.14% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC-HOME OFFICE | C/O COMMERCE BANK PO BOX 843844 KANSAS CITY, MO 64184 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $1K | $1K | 1.63% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $453 | — | $453 | 0.59% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | $1K | $18K | 26.12% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | FEDERAL INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCTON COMPANIES LLC | 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | FIRST UNUM LIFE INSURANCE COMPANY | — | $900 | $900 | 2.00% |
| LOCKTON COMPANIES, LLC3 | 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 20.46% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC-HOME OFFICE | PO BOX 843844 KANSAS CITY, MO 64184 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $3K | $3K | 6.04% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 500 WEST MONROE STREET SUITE 3400 CHICAGO, IL 60661 | HAWAII DENTAL SERVICE | $925 | — | $925 | 2.19% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $1K | — | $1K | 3.86% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 15.00% |
| STEVEN PERSKY & ASSOCIATES LTD3 Filed as: STEVEN PERSKY & ASSOCIATED LTD | 6 W HUBBARD ST STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 4.83% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $129 | $30 | $159 | 0.48% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 15.87% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
| WISTED, DANIEL, J3 | PRESTION RDG 1 STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $237 | $315 | $552 | 3.93% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $609 | — | $609 | 4.52% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $46 | $10 | $56 | 0.42% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST., STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $495 | — | $495 | 4.84% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $6 | $34 | 0.33% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC-DALLAS OFFICE | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | — | $2K | 20.67% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC-HOME OFFICE | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $624 | $624 | 6.32% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 15.00% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST., STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $446 | — | $446 | 4.76% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $47 | $9 | $56 | 0.60% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST, STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $404 | — | $404 | 4.57% |
| AON CONSULTING INC3 | 2940 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $143 | — | $143 | 1.62% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $19 | $4 | $23 | 0.26% |
| LOCKTON COMPANIES, LLC3 | 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 22.48% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC-HOME OFFICE | PO BOX 843844 KANSAS CITY, MO 64184 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $508 | $508 | 6.80% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $274 | — | $274 | 4.87% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES,LLC | C/O BANK OF AMERICA 15939 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $3 | $15 | 0.27% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $807 | — | $807 | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AFMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $694 | — | $694 | 15.01% |
| WISTED, DANIEL, J3 | PRESTON RDG IV STE 325 ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $103 | $95 | $198 | 4.76% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTION CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $78 | $78 | 2.00% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST, STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $3 | $17 | 0.44% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $559 | — | $559 | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTION CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $542 | — | $542 | 14.99% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $168 | — | $168 | 4.81% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICAN 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $2 | $14 | 0.40% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $277 | — | $277 | 15.01% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST, STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 4.72% |
| LOCKTON COMPANIES, LLC3 | C/O BANK OF AMERICA 15939 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $2 | $11 | 0.66% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AFMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $250 | — | $250 | 15.00% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $146 | — | $146 | 10.42% |
| STEVEN PERSKY & ASSOCIATES LTD3 | 6 W HUBBARD ST STE 200 CHICAGO, IL 60654 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.79% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE IINSURANCE COMPANY OF AMERICA | $172 | — | $172 | 14.98% |
| JAGGER, JOHN, R3 | 1085LULLWATAER RD, NE ATLANTA, GA 30307 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 5.57% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $98 | — | $98 | 14.98% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE OF AMERICA | $93 | — | $93 | 14.93% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $91 | — | $91 | 14.97% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $80 | — | $80 | 14.95% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AFMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $30 | — | $30 | 11.90% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O BANK OF AMERICA 15939 COLLECTIONS CENTER DR CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $23 | — | $23 | 14.84% |
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 | 1,560 | 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) | 1,560 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | 2,423 | $21.0M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,443 | $1.1M |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 1,950 | $143K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,560 | $2.4M |
| Short-term disability(2 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 203 | $372K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,560 | $2.4M |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | 2,423 | $20.1M |
| Other(49 contracts, 8 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,560 | $4.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,443 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.