| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | TOKIO MARINE HCC | $20K | $0 | $20K | 1.67% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 33213 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | TOKIO MARINE HCC | $9K | $0 | $9K | 0.75% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE SUITE 1200 DALLAS, TX 75201 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $18K | $18K | 2.44% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STREET #900 KANSAS CITY, MO 64112 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $5K | $5K | 0.69% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE SUITE 1200 DALLAS, TX 75201 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $12K | $12K | 2.04% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STREET #900 KANSAS CITY, MO 64112 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $8K | $8K | 1.38% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STREET #900 KANSAS CITY, MO 64112 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | $6K | $15K | 4.91% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | PO BOX 510925 NEW BERLIN, WI 53151 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | $0 | $13K | 4.12% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE SUITE 1200 DALLAS, TX 75201 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $6K | $6K | 2.05% |
| MARSH & MCLENNAN AGENCY LLC3 | 2725 SOUTH MOORLAND RD NEW BERLIN, WI 53151 | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC. | $5K | $0 | $5K | 2.07% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON C/O COMMERCE BANK | C/O COMMERCE BANK KANSAS CITY, MO 64184 | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC. | $5K | $0 | $5K | 2.04% |
| MARSH & MCLENNAN AGENCY LLC3 | 33213 COLLECTION CENTER DR CHICAGO, IL 60693 | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC. | $2K | $0 | $2K | 0.82% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STREET #900 KANSAS CITY, MO 64112 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $796 | $539 | $1K | 4.78% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | PO BOX 510925 NEW BERLIN, WI 53151 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.15% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES LLC | 2100 ROSS AVE SUITE 1200 DALLAS, TX 75201 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $569 | $569 | 2.04% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | HARTFORD FIRE INSURANCE COMPANY | $744 | $74 | $818 | 16.50% |
| LOCKTON COMPANIES, LLC3 | 3 CITY PLACE DR. STE. 900 ST LOUIS, MO 63141 | METROPOLITAN LIFE INSURANCE COMPANY | $349 | $0 | $349 | 12.40% |
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 | 2,404 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,416 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC. | 2,983 | $248K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,088 | $896K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,041 | $721K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC | 1,983 | $1.2M |
| Other(5 contracts, 4 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,519 | $714K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,983 | — |
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.