| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES INC | 1701 GOLF ROAD STE 700 ROLLING MEADOWS, IL 60008 | BLUECROSS BLUESHIELD OF ILLINOIS | $26K | $1K | $27K | 1.27% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES, INC. | 1701 GOLF ROAD STE 700 ROLLING MEADOWS, IL 600084227 | KAISER FOUNDATION HEALTH PLAN, INC. | $11K | — | $11K | 5.02% |
| ASSOCIATED AGENCIES, INC3 | 1701 GOLF ROAD, STE 700 THREE CONTINENTAL TOWERS ROLLING MEADOWS, IL 60008 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | — | $12K | 15.00% |
| ASSOCIATED AGENCIES, INC3 | 1701 GOLF ROAD, STE 700 THREE CONTINENTAL TOWERS ROLLING MEADOWS, IL 60008 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 15.00% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES, INC. | 1701 GOLF RD TOWER 3 7TH FLOOR ROLLING MEADOWS, IL 600084227 | VISION SERVICE PLAN | $1K | — | $1K | 5.47% |
| ASSOCIATED AGENCIES, INC3 | 1701 GOLF ROAD STE 700 THREE CONTINENTAL TOWERS ROLLING MEADOWS, IL 60008 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 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 | 210 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 218 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF ILLINOIS | 322 | $2.4M |
| Dental | BLUECROSS BLUESHIELD OF ILLINOIS | 322 | $2.2M |
| Vision | VISION SERVICE PLAN | 132 | $20K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 210 | $83K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 210 | $65K |
| Other(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 210 | $92K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 322 | — |
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.