| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 323 WEST LAKESIDE AVENUE, SUITE 410 CLEVELAND, OH 44113 | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | $104K | $0 | $104K | 2.46% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DRIVE, SUITE 100 MOUNT PLEASANT, WI 53406 | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | -$290 | $0 | -$290 | -0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 650 EAST CARMEL DRIVE, SUITE 400 CARMEL, IN 46032 | SUN LIFE ASSURANCE COMPANY OF CANADA | $63K | $0 | $63K | 7.32% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY LLC | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | $0 | $8K | 0.98% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD, 5TH FLOOR ROLLING MEADOWS, IL 60008 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $284 | $5K | 0.56% |
| MGIS3 | 111 SOUTH MAIN STREET, SUITE 400 SALT LAKE CITY, UT 84111 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $180 | $180 | 0.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 323 WEST LAKESIDE AVENUE, SUITE 410 CLEVELAND, OH 44113 | BLUE CROSS BLUE SHIELD OF WISCONSIN | $6K | $0 | $6K | 2.46% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DRIVE, SUITE 100 MOUNT PLEASANT, WI 53406 | BLUE CROSS BLUE SHIELD OF WISCONSIN | -$16 | $0 | -$16 | -0.01% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY LLC | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | TRANSAMERICA LIFE INSURANCE COMPANY | $534 | $0 | $534 | 3.62% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 181 EAST 5600 SOUTH, SUITE 240 SALT LAKE CITY, UT 19087 | TRANSAMERICA LIFE INSURANCE COMPANY | $287 | $0 | $287 | 1.94% |
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 | 417 | 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) | 417 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | 732 | $4.2M |
| Dental | BLUE CROSS BLUE SHIELD OF WISCONSIN | 697 | $230K |
| Vision | BLUE CROSS BLUE SHIELD OF WISCONSIN | 697 | $230K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 417 | $881K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 417 | $866K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 417 | $866K |
| Prescription drug | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | 732 | $4.2M |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 417 | $881K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 732 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.