| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PLANSOURCE BEN ADMINISTRATION INC5 | PO BOX 1313 ORLANDO, FL 32802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 0.71% |
| BENEFIT TECHNOLOGY RESOURCES5 Filed as: BENEFIT TECHNOLOGY RESOURCES LLC | PO BOX 26622 TAMPA, FL 33623 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 0.50% |
| PLANSOURCE BEN ADMINISTRATION INC5 | PO BOX 1313 ORLANDO, FL 32802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 1.63% |
| BENEFIT TECHNOLOGY RESOURCES5 Filed as: BENEFIT TECHNOLOGY RESOURCES LLC | PO BOX 26622 TAMPA, FL 33623 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 1.18% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS, INC. | P.O. BOX 8950 MADISON, WI 537088950 | RELIASTAR LIFE INSURANCE COMPANY | $25K | — | $25K | 10.00% |
| BENE RE LLC3 | 5217 MONROE ST STE B TOLEDO, OH 436234615 | RELIASTAR LIFE INSURANCE COMPANY | — | $20K | $20K | 8.00% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | RELIASTAR LIFE INSURANCE COMPANY | — | $3K | $3K | 1.21% |
| C2 CENTRIC LLC3 | 8804 S WINNIPEG CT AURORA, CO 800167904 | RELIASTAR LIFE INSURANCE COMPANY | — | $3K | $3K | 1.00% |
| PLANSOURCE BEN ADMINISTRATION INC5 | PO BOX 1313 ORLANDO, FL 32802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $8K | $8K | 3.52% |
| BENEFIT TECHNOLOGY RESOURCES5 Filed as: BENEFIT TECHNOLOGY RESOURCES LLC | PO BOX 26622 TAMPA, FL 33623 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | 2.54% |
| PLANSOURCE BEN ADMINISTRATION INC5 | PO BOX 1313 ORLANDO, FL 32802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $982 | $982 | 1.17% |
| BENEFIT TECHNOLOGY RESOURCES5 Filed as: BENEFIT TECHNOLOGY RESOURCES LLC | PO BOX 26622 TAMPA, FL 33623 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $702 | $702 | 0.84% |
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 | 2,208 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,218 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,535 | $164K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,215 | $751K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 638 | $195K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,501 | $399K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,215 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,215 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.