| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 4.97% |
| GA SOLUTIONS LLC3 Filed as: GA SOLUTIONS | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 3.99% |
| BEP SOLUTIONS, LLC3 Filed as: BEP SOLUTIONS LLC | 329 WATERMILL DRIVE WASHINGTON, MO 63090 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.99% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $509 | $509 | 0.47% |
| BEP SOLUTIONS, LLC3 Filed as: BEP SOLUTIONS LLC | 329 WATERMILL DRIVE WASHINGTON, MO 63090 | PRINCIPAL LIFE INSURANCE COMPANY | — | $3K | $3K | 9.96% |
| GA SOLULIONS3 | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | — | $1K | $1K | 4.98% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | PRINCIPAL LIFE INSURANCE COMPANY | — | $1K | $1K | 4.34% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | PRINCIPAL LIFE INSURANCE COMPANY | — | $129 | $129 | 0.43% |
| GA SOLUTIONS LLC3 Filed as: GA SOLUTIONS | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 4.98% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49501 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $577 | $577 | 2.56% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $107 | $107 | 0.47% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | — | $668 | $668 | 4.98% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | PRINCIPAL LIFE INSURANCE COMPANY | — | $636 | $636 | 4.75% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | PRINCIPAL LIFE INSURANCE COMPANY | — | $59 | $59 | 0.44% |
| SCOTT SCHROEPFER INSURANCE AGENCY3 | 1424 W 5TH STREET WASHINGTON, MO 63090 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 19.96% |
| GA SOLUTIONS LLC3 Filed as: GA SOLUTIONS | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $441 | $441 | 4.99% |
| SCOTT SCHROEPFER INSURANCE AGENCY3 | 1424 W 5TH STREET WASHINGTON, MO 63090 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | — | $1K | 19.91% |
| GA SOLUTIONS LLC3 Filed as: GA SOLUTIONS | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $356 | $356 | 4.99% |
| SCOTT SCHROEPFER INSURANCE AGENCY3 | 1424 W 5TH STREET WASHINGTON, MO 63090 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 19.93% |
| GA SOLUTIONS LLC3 Filed as: GA SOLUTIONS | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $353 | $353 | 4.99% |
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 | 119 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 119 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 119 | $107K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 101 | $23K |
| Life insurance(2 contracts) | PRINCIPAL LIFE INSURANCE COMPANY | 119 | $43K |
| Other(3 contracts) | PRINCIPAL LIFE INSURANCE COMPANY | 38 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 119 | — |
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.