| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $1K | $7K | 18.29% |
| THE VOGT GROUP3 Filed as: VOGT GROUP INC | 1750 CREEK WOOD DR DUBUQUE, IA 52003 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $806 | $806 | 2.25% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $403 | $403 | 1.12% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC. | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 7.45% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201, BLDG I, SUITE 100 AUSTIN, TX 78766 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 5.02% |
| GIS BENEFITS INC3 Filed as: GIS OF ILLINOIS | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.02% |
| GIS BENEFITS INC3 Filed as: GIS COMMUNICATIONS | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $404 | — | $404 | 1.81% |
| THE VOGT GROUP3 Filed as: THE VOGT GROUP, INC | 1055 UNIVERSITY AVE DUBUQUE, IA 52001 | EQUITABLE | $3K | — | $3K | 15.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201, BLDG I, SUITE 100 AUSTIN, TX 78766 | EQUITABLE | — | $890 | $890 | 4.00% |
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 | 140 | 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) | 140 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 137 | $36K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 137 | $36K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 140 | $58K |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 140 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 140 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.