| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TASK INSURANCE GROUP, LLC3 Filed as: TASK INSURANCE, LLC | 1821 WALDEN OFFICE SQUARE SUITE 350 SCHAUMBURG, IL 60173 | PRINCIPAL LIFE INSURANCE COMPANY | $22K | $0 | $22K | 6.92% |
| TASK INSURANCE GROUP, LLC3 Filed as: TASK INSURANCE, LLC | 1821 WALDEN OFFICE SQUARE SUITE 350 SCHAUMBURG, IL 60173 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9K | $0 | $9K | 15.21% |
| JOHNSON SCHAFF3 | 2124 WASHINGTON AVENUE WILMETTE, IL 60091 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $813 | $0 | $813 | 1.33% |
| MJ INSURANCE3 Filed as: MICHAEL BLOCK AND VARIOUS AGENTS | 16619 SOUTH PINECREEK DRIVE LOCKPORT, IL 60441 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $681 | $90 | $771 | 1.26% |
| LINDA CANTU3 | 902 WEST 12TH STREET FREEPORT, TX 77541 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $618 | $143 | $761 | 1.25% |
| REBECCA STERNBERG3 | 374 MILFORD ROAD DEERFIELD, IL 60015 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $493 | $11 | $504 | 0.83% |
| SANTIAGO OCHOA3 | 2120 EL PASEO HOUSTON, TX 77054 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $329 | $7 | $336 | 0.55% |
| DAVID TODD WEINSTEIN3 | 601 WEST JACKSON BOULEVARD UNIT 912 CHICAGO, IL 60661 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $242 | $10 | $252 | 0.41% |
| TASK INSURANCE GROUP, LLC3 Filed as: TASK INSURANCE, LLC | 1821 WALDEN OFFICE SQUARE SUITE 350 SCHAUMBURG, IL 60173 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $3K | $0 | $3K | 9.23% |
| TASK INSURANCE GROUP, LLC3 Filed as: TASK INSURANCE, LLC | 1821 WALDEN OFFICE SQUARE SUITE 350 SCHAUMBURG, IL 60173 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 14.99% |
| JOHNSON SCHAFF3 | 2124 WASHINGTON AVENUE WILMETTE, IL 60091 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $62 | $0 | $62 | 0.91% |
| REBECCA STERNBERG3 | 374 MILFORD ROAD DEERFIELD, IL 60015 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.57% |
| JORGE ALEJANDRO MONTEMAYOR3 Filed as: JORGE H. CASTELLANOS | 7441 FIGURA DRIVE JUSTICE, IL 60458 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.29% |
| MICHAEL BLOCK3 | 16619 SOUTH PINECREEK DRIVE LOCKPORT, IL 60441 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.26% |
| DAVID TODD WEINSTEIN3 | 601 WEST JACKSON BOULEVARD UNIT 912 CHICAGO, IL 60661 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.26% |
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 | 257 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 258 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 705 | $315K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 475 | $37K |
| Life insurance(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 705 | $383K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 705 | $315K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 705 | $315K |
| Other(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 705 | $383K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 705 | — |
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.