| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MID ILLINOIS INSURANCE SERVICES INC3 | 1524 W GLEN AVE SUITE B PEORIA, IL 61614 | BLUE CROSS BLUE SHIELD | $76K | — | $76K | 3.98% |
| MID ILLINOIS INSURANCE SERVICES INC3 Filed as: MID ILLINOIS INSURANCE | 1524 W GLEN AVE SUITE B PEORIA, IL 61614 | AFLAC | $1K | — | $1K | 3.90% |
| JUDITH HAEFLINGER3 | 16135 MALBEC ST FISHERS, IN 46037 | AFLAC | $752 | — | $752 | 1.96% |
| ROGER THORNTON3 | 4402 W CAPRI CT PEORIA, IL 61615 | AFLAC | $301 | — | $301 | 0.78% |
| LEGACY INSURANCE AGENCY3 | 89 EASTGATE DR WASHINGTON, IL 61571 | AFLAC | $260 | — | $260 | 0.68% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PKWY BLDG 300 STE 350 NORCROSS, GA 30093 | AFLAC | $208 | — | $208 | 0.54% |
| ROSEMARY TRIMBLE3 | 810 S JOHANSON RD PEORIA, IL 61607 | AFLAC | $160 | — | $160 | 0.42% |
| ROY TRIMBLE3 | 810 S JOHANSON RD PEORIA, IL 61607 | AFLAC | $129 | — | $129 | 0.34% |
| LORI A WALLACE3 Filed as: LORI WALLACE | 2001 W WILLOW KNOLLS DR STE 206 PEORIA, IL 61614 | AFLAC | $112 | — | $112 | 0.29% |
| TYE ELLIOTT3 | 1300 N INDEPENDENCE CT GERMANTOWN HILLS, IL 61548 | AFLAC | $109 | — | $109 | 0.28% |
| ELIZABETH M GASPAROVIC3 Filed as: ELIZABETH GASPAROVIC | 1653 N BELMONT CT ARLINGTON HEIGHTS, IL 60004 | AFLAC | $95 | — | $95 | 0.25% |
| L EDWARD LANTMAN3 | 2001 W WILLOW KNOLLS RD SUITE C PEORIA, IL 61614 | AFLAC | $91 | — | $91 | 0.24% |
| MICHAEL E MCCARTHY3 Filed as: MICHAEL MCCARTHY | PO BOX 1047 DUNDEE, IL 60118 | AFLAC | $64 | — | $64 | 0.17% |
| MICHAEL A ORTIZ3 Filed as: MICHAEL ORTIZ | 3433 VOLTAIRE LANE ST CHARLES, IL 60175 | AFLAC | $64 | — | $64 | 0.17% |
| JILL MURPHY3 | 3210 N SHERIDAN RD PEORIA, IL 61604 | AFLAC | $61 | — | $61 | 0.16% |
| TOSHA MCQUEARY3 | 2214 W GLEN AVE PEORIA, IL 61614 | AFLAC | $58 | — | $58 | 0.15% |
| JENNIFER WOODRUM3 | 410 W. MARKET ST COLCHESTER, IL 62326 | AFLAC | $54 | — | $54 | 0.14% |
| HANA M MUELLER3 Filed as: HANA MUELLER | PO BOX 283 STANFORD, IL 61774 | AFLAC | $52 | — | $52 | 0.14% |
| TERRY SILVERS3 | 100 GREENLEAF DR FLAT ROCK, NC 28731 | AFLAC | $45 | — | $45 | 0.12% |
| BRIAN ELLIOTT3 | 117 KAITLIN COURT EAST PEORIA, IL 61611 | AFLAC | $42 | — | $42 | 0.11% |
| MICHAEL MOORE3 | 18705 E 200TH ST BLANDINSVILLE, IL 61420 | AFLAC | $42 | — | $42 | 0.11% |
| MARK L RHODES3 Filed as: MARK RHODES | 133A SOUTH MAIN ST MORTON, IL 61550 | AFLAC | $33 | — | $33 | 0.09% |
| BRENT GOODE3 | 301 MALLORY STATION RD SUITE 100 FRANKLIN, TN 37067 | AFLAC | $31 | — | $31 | 0.08% |
| CHRISTOPHER J BAYER3 Filed as: CHRISTOPHER BAYER | 1416 N BROAD ST GALESBURG, IL 61401 | AFLAC | $19 | — | $19 | 0.05% |
| MICHAEL MOORE3 | 2630 E COUNTY ROAD 1300 CARTHAGE, IL 62321 | AFLAC | $14 | — | $14 | 0.04% |
| CHRISTOPHER L ALTON3 Filed as: CHRISTOPHER ALTON | 150 N MILLER RD SUITE 300A FAIRLAWN, OH 44333 | AFLAC | $13 | — | $13 | 0.03% |
| GCG FINANCIAL LLC3 Filed as: PAMELA DICKERSON | 120 ARROWHEAD COURT EAST PEORIA, IL 61611 | AFLAC | $11 | — | $11 | 0.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: ELDON GALLAHER | 704 E 1900TH ST LIBERTY, IL 62347 | AFLAC | $9 | — | $9 | 0.02% |
| TODD DEVOSS3 | 321 N CLARK ST SUITE 625 CHICAGO, IL 60654 | AFLAC | $9 | — | $9 | 0.02% |
| TROY ALEXANDER3 | 1532 EAST MARIETTA AVE PEORIA, IL 61616 | AFLAC | $7 | — | $7 | 0.02% |
| CHRISTIE MARZARI3 | 1932 WYNNTON RD COLUMBUS, GA 31999 | AFLAC | $4 | — | $4 | 0.01% |
| GREGORY SHARP3 | 702 E 5TH ST COAL VALLEY, IL 61240 | AFLAC | $4 | — | $4 | 0.01% |
| TRAVIS COCKBURN3 | 402 N MAIN ST BENTON, IL 62812 | AFLAC | $3 | — | $3 | 0.01% |
| AMANDA HELMAN3 | 2550 STONEHAVEN DR. SUN PRAIRIE, WI 53590 | AFLAC | $2 | — | $2 | 0.01% |
| BARBIER GROUP INC3 | 414 N ORLEANS ST SUITE 601 CHICAGO, IL 60654 | AFLAC | $2 | — | $2 | 0.01% |
| KYLE J HORN3 Filed as: KYLE HORN | 2119 W GERALD DR PEORIA, IL 61615 | AFLAC | $1 | — | $1 | 0.00% |
| TAMMY KILGORE3 | 2209 BELLA FIORE LANE PONTIAC, IL 61764 | AFLAC | $1 | — | $1 | 0.00% |
| GEORGE P OWENS3 Filed as: GEORGE OWENS | 653 N ANTLER DR MT ZION, IL 62549 | AFLAC | $1 | — | $1 | 0.00% |
| MID ILLINOIS INSURANCE SERVICES INC3 Filed as: MID ILLINOIS INSURANCE | 1524 W GLEN AVE SUITE B PEORIA, IL 61614 | PEKIN LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MID ILLINOIS INSURANCE SERVICES INC3 Filed as: MID ILLINOIS INSURANCE SERVICES | 1524 W GLEN AVE SUITE B PEORIA, IL 61614 | AFLAC | $471 | — | $471 | 3.79% |
| JUDITH HAEFLINGER3 | 1275 SAXONY CIR UNIT 3205 PUNTA GORDA, FL 33983 | AFLAC | $197 | — | $197 | 1.58% |
| LEGACY INSURANCE AGENCY OF IL INC3 Filed as: LEGACY INSURANCE AGENCY OF IL | 89 EASTGATE DR WASHINGTON, IL 61571 | AFLAC | $127 | — | $127 | 1.02% |
| L EDWARD LANTMAN3 | 2001 W WILLOW KNOLLS DR STE 206 PEORIA, IL 61614 | AFLAC | $93 | — | $93 | 0.75% |
| ROY TRIMBLE3 | 810 S JOHANSON RD PEORIA, IL 61607 | AFLAC | $76 | — | $76 | 0.61% |
| TOSHA MCQUEARY3 | 2214 W GLEN AVE PEORIA, IL 61614 | AFLAC | $68 | — | $68 | 0.55% |
| JILL MURPHY3 | 3210 N SHERIDAN RD PEORIA, IL 61604 | AFLAC | $58 | — | $58 | 0.47% |
| BRIAN ELLIOTT3 | 117 KAITLIN CT EAST PEORIA, IL 61611 | AFLAC | $45 | — | $45 | 0.36% |
| GCG FINANCIAL LLC3 Filed as: PAMELA DICKERSON | 120 ARROWHEAD CT EAST PEORIA, IL 61611 | AFLAC | $37 | — | $37 | 0.30% |
| ELIZABETH M GASPAROVIC3 Filed as: ELIZABETH GASPAROVIC | 1531 W RUE JAMES PL PALATINE, IL 60067 | AFLAC | $32 | — | $32 | 0.26% |
| LORI A WALLACE3 Filed as: LORI WALLACE | PO BOX 370 LINCOLN, IL 62656 | AFLAC | $30 | — | $30 | 0.24% |
| TYE ELLIOTT3 | 1300 N INDEPENDENCE CT GERMANTOWN HILLS, IL 61548 | AFLAC | $30 | — | $30 | 0.24% |
| MICHAEL A ORTIZ3 Filed as: MICHAEL ORTIZ | 3219 RENARD LN SAINT CHARLES, IL 60175 | AFLAC | $25 | — | $25 | 0.20% |
| TERRY SILVERS3 | 100 GREENLEAF DR FLAT ROCK, NC 28731 | AFLAC | $23 | — | $23 | 0.19% |
| MARK L RHODES3 Filed as: MARK RHODES | 133A SOUTH MAIN ST MORTON, IL 61550 | AFLAC | $14 | — | $14 | 0.11% |
| HANA M MUELLER3 Filed as: HANA MUELLER | PO BOX 283 STANFORD, IL 61774 | AFLAC | $12 | — | $12 | 0.10% |
| TODD DEVOSS3 | 321 N CLARK ST SUITE 625 CHICAGO, IL 60654 | AFLAC | $8 | — | $8 | 0.06% |
| TROY ALEXANDER3 | 1532 EAST MARIETTA AVE PEORIA, IL 61616 | AFLAC | $8 | — | $8 | 0.06% |
| SCOTT A SMITH3 Filed as: SCOTT SMITH | 5300 OAKBROOK PKWY STE 300 STE 350 NORCROSS, GA 30093 | AFLAC | $8 | — | $8 | 0.06% |
| GREGORY SHARP3 | 702 E 5TH ST COAL VALLEY, IL 61240 | AFLAC | $7 | — | $7 | 0.06% |
| CHRISTOPHER J BAYER3 Filed as: CHRISTOPHER BAYER | 1416 N BROAD ST GALESBURG, IL 61401 | AFLAC | $6 | — | $6 | 0.05% |
| TRAVIS COCKBURN3 | 402 N MAIN ST BENTON, IL 62812 | AFLAC | $4 | — | $4 | 0.03% |
| TAMMY KILGORE3 | 2209 BELLA FIORE LANE PONTIAC, IL 61764 | AFLAC | $3 | — | $3 | 0.02% |
| CHRISTIE MARZARI3 | 1932 WYNNTON RD COLUMBUS, GA 31999 | AFLAC | $3 | — | $3 | 0.02% |
| BARBIER GROUP INC3 | 414 N ORLEANS ST STE 601 CHICAGO, IL 60654 | AFLAC | $2 | — | $2 | 0.02% |
| GEORGE P OWENS3 Filed as: GEORGE OWENS | 653 N ANTLER DR MT ZION, IL 62549 | AFLAC | $1 | — | $1 | 0.01% |
| KYLE J HORN3 Filed as: KYLE HORN | 2119 W GERALD DR PEORIA, IL 61615 | AFLAC | $1 | — | $1 | 0.01% |
| LARRY HARDESTY3 | P.O. BOX 1587 PEKIN, IL 61555 | GROUP PLAN SOLUTIONS BENEFIT ADMINISTRATION | — | $14K | $14K | — |
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 | 310 | 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) | 310 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 497 | $1.9M |
| Dental | GROUP PLAN SOLUTIONS BENEFIT ADMINISTRATION | 0 | $0 |
| Life insurance | PEKIN LIFE INSURANCE COMPANY | 309 | $16K |
| Prescription drug | BLUE CROSS BLUE SHIELD | 497 | $1.9M |
| Other(2 contracts) | AFLAC | 62 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 497 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.