| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFIT PLANNING ASSOCIATES3 Filed as: BENEFIT PLANNING ASSOCIATES INC | 712 IAA DRIVE PO BOX 7 BLOOMINGTON, IL 61702 | BLUECROSS BLUESHIELD OF ILLINOIS | $40K | $873 | $41K | 4.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL BENEFEITS LLC | 712 IAA DRIVE BLOOMINGTON, IL 61701 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 5.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL BENEFITS LLC | 712 IAA DRIVE BLOOMINGTON, IL 61701 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL BENEFITS LLC | 712 IAA DRIVE BLOOMINGTON, IL 61701 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL BENEFITS LLC | 712 IAA DRIVE BLOOMINGTON, IL 61701 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL BENEFITS, LLC | 712 IAA DRIVE BLOOMINGTON, IL 61701 | VISION SERVICE PLAN | $687 | — | $687 | 6.23% |
| BENEFIT PLANNING ASSOCIATES3 Filed as: BENEFIT PLANNING ASSOCAITES, INC. | 712 IAA DRIVE BLOOMINGTON, IL 61701 | VISION SERVICE PLAN | $101 | — | $101 | 0.92% |
| MIDWESTERN INS ASSOC AGY INC3 Filed as: MIDWESTERN INSURANCE ASSOCIATES | 120 SOUTH MAIN MINIER, IL 61759 | CONTINENTAL AMERICAN INSURANCE COMPANY | $149 | — | $149 | 2.22% |
| ABBY E ALEXANDER3 | 1532 MARIETTA AVENUE PEORIA HEIGHTS, IL 61616 | CONTINENTAL AMERICAN INSURANCE COMPANY | $116 | — | $116 | 1.73% |
| MARK L RHODES3 | 133A SOUTH MAIN STREET MORTON, IL 61550 | CONTINENTAL AMERICAN INSURANCE COMPANY | $82 | — | $82 | 1.22% |
| NATHAN A WHITEMAN3 | 503 BROADWAY STREET LINCOLN, IL 62656 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | — | $63 | 0.94% |
| MICHAEL K SIDELL3 | 6820 NORTH ROCKVALE DRIVE PEORIA, IL 51614 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.80% |
| CHRISTOPHER J BAYER3 | 1416 NORTH BROAD STREET GALESBURG, IL 61401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $48 | — | $48 | 0.71% |
| MARK L RHODES3 | 133A SOUTH MAIN STREET MORTON, IL 61550 | CONTINENTAL AMERICAN INSURANCE COMPANY | $47 | — | $47 | 0.70% |
| TRAVIS COCKBURN3 | 402 NORTH MAIN STREET BENTON, IL 62812 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.30% |
| TERRY J SILVERS3 | 120 WEST ALLEN STREET HENDERSONVILLE, NC 28792 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.16% |
| GARY J IRVIN3 | 675 SOUTH RIDGEVIEW LANE PEORIA, IL 61604 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.15% |
| JAMIE WITTE3 | 4612 NORTH WOODVIEW AVENUE PEORIA, IL 61614 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.13% |
| JASON HOFFARD3 Filed as: JASON T HOFFARD | 16485 BANISTER ROAD SESSER, IL 62884 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.12% |
| PATRICIA M TOWNSEND3 | 109 EAST IDLEWOOD MORTON, IL 61550 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.10% |
| MARTHA MONCKTON3 Filed as: MARTHA S MONCKTON | 2411 EAST GRANDVIEW AVENUE PEORIA, IL 61614 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.09% |
| TRAVIS COCKBURN3 | 402 NORTH MAIN STREET BENTON, IL 62812 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.04% |
| TAMMY KILGORE3 Filed as: TAMMY L KILGORE | 210 NORTH PLUM STREET PONTIAC, IL 61764 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| WILLIAM T GANT3 | 1355 B LYNNFIELD ROAD SUITE 259 MEMPHIS, TN 38119 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL BENEFITS LLC | 712 IAA DRIVE BLOOMINGTON, IL 61701 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $496 | — | $496 | 14.98% |
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 | 121 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF ILLINOIS | 156 | $1.0M |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 72 | $65K |
| Vision | VISION SERVICE PLAN | 67 | $11K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 113 | $30K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 50 | $27K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 65 | $33K |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 113 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 156 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.