| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON RISK SERVICES SOUTH, INC. | 501 CORPORATE CENTRE DRIVE SUITE 300 FRANKLIN, TN 37067 | HEALTH ALLIANCE PLAN | $37K | — | $37K | 2.30% |
| ACRISURE LLC3 | DBA THE CAMPBELL GROUP PO BOX 1788 GRAND RAPIDS, MI 49501 | HEALTH ALLIANCE PLAN | $29K | — | $29K | 1.85% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICE SOUTH INC. | 501 CORPORATE CENTRE DRIVE STE 300 FRANKLIN, TN 37067 | ALLIANCE HEALTH AND LIFE INSURANCE COMPANY | $8K | — | $8K | 2.60% |
| ACRISURE LLC3 | DBA THE CAMPBELL GROUP PO BOX 1788 GRAND RAPIDS, MI 49501 | ALLIANCE HEALTH AND LIFE INSURANCE COMPANY | $7K | — | $7K | 2.17% |
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 | 164 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ALLIANCE HEALTH AND LIFE INSURANCE COMPANY | 57 | $326K |
| 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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.