| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES R ALTON3 Filed as: JAMES ALTON | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | PRIORITY HEALTH | $80K | — | $80K | 3.00% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | JAMES ALTON 5664 PRAIRIE CREEK DR CALEDONIA, MI 49316 | DELTA DENTAL OF MICHIGAN | $8K | — | $8K | 4.36% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $8K | $13K | 10.56% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $7K | $12K | 11.03% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $6K | $14K | 17.02% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $3K | $6K | 15.02% |
| ACRISURE LLC3 | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | VISION SERVICE PLAN | $2K | — | $2K | 4.25% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $7K | 22.11% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 22.19% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE PHARMSCRIPT LLC, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $361 | $1K | 13.18% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 24.00% |
| ACRISURE LLC4 | PO BOX 1788 GRAND RAPIDS, MI 49501 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $453 | — | $453 | 7.86% |
| CROUSE COMPANY LLC4 | 601 REDLEAF RIDGE CIR NASHVILLE, TN 37211 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $333 | — | $333 | 5.78% |
| CAP STEWART4 | 5701 WALDEN WOODS CT KNOXVILLE, TN 37921 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $213 | — | $213 | 3.70% |
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 | 355 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 358 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PRIORITY HEALTH | 604 | $2.7M |
| Dental | DELTA DENTAL OF MICHIGAN | 530 | $179K |
| Vision | VISION SERVICE PLAN | 202 | $37K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 311 | $123K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 313 | $135K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 313 | $107K |
| Other(7 contracts, 4 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 365 | $202K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 604 | — |
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.