| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 Filed as: BOON-CHAPMAN BENEFIT ADMINISTRATORS | P.O. BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $3K | $18K | 18.36% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.68% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC. | 1055 UNIVERSITY AVENUE DUBUQUE, IA 520016154 | METROPOLITAN LIFE INSURANCE COMPANY | — | $43 | $43 | 0.04% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC. | 1750 CREEK WOOD DRIVE DUBUQUE, IA 52003 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $2K | $9K | 18.45% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| GROUP SOLUTIONS LLC3 Filed as: GROUP SOLUTIONS, LLC | 16703 RIVER ROAD NORTH BRANCH, MN 55056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $833 | — | $833 | 1.70% |
| GIS BENEFITS INC3 Filed as: GIS | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $572 | $572 | 1.17% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 | 9401 AMBERGLEN BLVD SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $188 | $188 | 0.38% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC. | 1750 CREEK WOOD DRIVE DUBUQUE, IA 52003 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | $1K | $7K | 18.02% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| GIS BENEFITS INC3 Filed as: GIS | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $922 | $922 | 2.42% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 | 9401 AMBERGLEN BLVD SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $135 | $135 | 0.35% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC. | 1750 CREEK WOOD DRIVE DUBUQUE, IA 52003 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $564 | $4K | 17.77% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| GIS BENEFITS INC3 Filed as: GIS | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $451 | $451 | 2.22% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 | 9401 AMBERGLEN BLVD SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $76 | $76 | 0.37% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC. | 1750 CREEK WOOD DRIVE DUBUQUE, IA 52003 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $532 | $2K | 12.46% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $768 | — | $768 | 5.00% |
| GIS BENEFITS INC3 Filed as: GIS | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $197 | $197 | 1.28% |
| GROUP SOLUTIONS LLC3 Filed as: GROUP SOLUTIONS, LLC | 16703 RIVER ROAD NORTH BRANCH, MN 55056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $154 | — | $154 | 1.00% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 | 9401 AMBERGLEN BLVD SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $55 | $55 | 0.36% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC. | 1750 CREEK WOOD DRIVE DUBUQUE, IA 52003 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $487 | $2K | 12.42% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $713 | — | $713 | 5.00% |
| GIS BENEFITS INC3 Filed as: GIS | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $180 | $180 | 1.26% |
| GROUP SOLUTIONS LLC3 Filed as: GROUP SOLUTIONS, LLC | 16703 RIVER ROAD NORTH BRANCH, MN 55056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $143 | — | $143 | 1.00% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 | 9401 AMBERGLEN BLVD SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $54 | $54 | 0.38% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC. | 1750 CREEK WOOD DRIVE DUBUQUE, IA 52003 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $288 | $2K | 18.56% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $442 | — | $442 | 5.00% |
| GROUP SOLUTIONS LLC3 Filed as: GROUP SOLUTIONS, LLC | 16703 RIVER ROAD NORTH BRANCH, MN 55056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $150 | — | $150 | 1.70% |
| GIS BENEFITS INC3 Filed as: GIS | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $107 | $107 | 1.21% |
| ADMINISTRATORS, INC, BOON-CHAPMAN B3 | 9401 AMBERGLEN BLVD SUITE 100 AUSTIN, TX 78729 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $34 | $34 | 0.38% |
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 | 153 | 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) | 153 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 296 | $101K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 296 | $101K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 180 | $49K |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 296 | $139K |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 296 | $121K |
| Other(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 180 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 296 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.