| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 500 W MADISON STREET 32ND FLOOR CHICAGO, IL 60661 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $51K | $9K | $60K | 11.66% |
| NFP INSURANCE SERVICES INC0 Filed as: NFP INSURANCE SERVICES | 1250 S CAPITAL OF TEXAS HIGHWAY AUSTIN, TX 78746 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $7K | $7K | 1.43% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL | 500 WEST MADISON STREET 32ND FLOOR CHICAGO, IL 60661 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.52% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HIGHWAY SOUTH BUILDING II SUITE 600 AUSTIN, TX 78746 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.24% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 500 WEST MADISON STREET 32ND FLOOR CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $29K | $6K | $36K | 24.22% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HIGHWAY BUILDING 2 SUITE 125 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 1.01% |
| AON CONSULTING INC3 | 200 E RANDOLPH STREET CHICAGO, IL 60601 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $7K | — | $7K | 4.85% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CA INSURANCE SERVICES INC | 2300 CONTRA COSTA BLVD SUITE 600 PLEASANT HILL, CA 945233979 | KAISER FOUNDATION HEALTH PLAN INC | $5K | — | $5K | 3.56% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 500 WEST MADISON STREET 32ND FLOOR CHICAGO, IL 60661 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | $3K | $19K | 24.21% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HIGHWAY SOUTH BUILDING 2 SUITE 125 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $781 | $781 | 1.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CA INSURANCE SERVICES INC | 2300 CONTRA COSTA BLVD SUITE 600 PLEASANT HILL, CA 945233979 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 14.49% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 222 S RIVERSIDE PLACE SUITE 630 CHICAGO, IL 60606 | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH PA | $2K | — | $2K | 15.00% |
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 | 5,946 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 80 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,026 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | HIGHMARK BLUECROSS BLUESHIELD | 154 | $1.5M |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 2,025 | $146K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,552 | $512K |
| Short-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 221 | $136K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 984 | $283K |
| Prescription drug | HIGHMARK BLUECROSS BLUESHIELD | 154 | $587K |
| Other(4 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,946 | $754K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,946 | — |
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.