| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 3.68% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.86% |
| BEP SOLUTIONS, LLC3 Filed as: BEP SOLUTIONS | 329 WATERMILL DR WASHINGTON, MO 630907145 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.84% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.84% |
| BEP SOLUTIONS, LLC3 Filed as: BEP SOLUTIONS | 329 WATERMILL DR WASHINGTON, MO 630907145 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 9.21% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 4.60% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $596 | $596 | 1.51% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $596 | $596 | 1.51% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 4.64% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $450 | $450 | 1.84% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $227 | $227 | 0.93% |
| ACRISURE LLC3 Filed as: ACRISURE SPECIALTY INSURANCE | 1424 W 5TH STREET WASHINGTON, MO 630901406 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 18.82% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $754 | $754 | 4.71% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $155 | $155 | 0.97% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495035087 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $72 | $72 | 0.45% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $675 | $675 | 4.63% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $267 | $267 | 1.83% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $266 | $266 | 1.82% |
| ACRISURE LLC3 Filed as: ACRISURE SPECIALTY INSURANCE | 1424 W 5TH STREET WASHINGTON, MO 630901406 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 18.61% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $566 | $566 | 4.65% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $141 | $141 | 1.16% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $71 | $71 | 0.58% |
| ACRISURE LLC3 Filed as: ACRISURE SPECIALTY INSURANCE | 1424 W 5TH STREET WASHINGTON, MO 630901406 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 17.82% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 105094059 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $328 | $328 | 4.45% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 495035087 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $176 | $176 | 2.39% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $80 | $80 | 1.09% |
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 | 122 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 121 | $116K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 101 | $24K |
| Life insurance(2 contracts) | PRINCIPAL LIFE INSURANCE COMPANY | 122 | $54K |
| Other(3 contracts) | PRINCIPAL LIFE INSURANCE COMPANY | 57 | $36K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 122 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.