| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $95K | $32K | $127K | 18.33% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 0.86% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST STE 1410 LITTLE ROCK, AR 72201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 0.60% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD STE 1600 ATLANTA, GA 30326 | METROPOLITAN LIFE INSURANCE COMPANY | — | $12 | $12 | 0.00% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $15K | $15K | 6.09% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST STE 1410 LITTLE ROCK, AR 72201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $7K | $12K | 4.88% |
| BENEFIT ADVISORS SVCS GRP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 3.08% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 1.96% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD STE 1600 ATLANTA, GA 30326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $860 | — | $860 | 0.34% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST STE 1410 LITTLE ROCK, AR 72201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | $6K | $31K | 14.19% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $9K | $9K | 4.31% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD STE 1600 ATLANTA, GA 30326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 2.84% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.96% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST STE 1410 LITTLE ROCK, AR 72201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $33K | $5K | $38K | 18.83% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $11K | $11K | 5.43% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD STE 1600 ATLANTA, GA 30326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 3.70% |
| BENEFIT ADVISORS SVCS GRP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 2.65% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.96% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST STE 1410 LITTLE ROCK, AR 72201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | $4K | $27K | 23.42% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 8.60% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST STE 1410 LITTLE ROCK, AR 72201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | $2K | $14K | 14.98% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 4.62% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD STE 1600 ATLANTA, GA 30326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 3.48% |
| BENEFIT ADVISORS SVCS GRP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 2.11% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 1.96% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST STE 1410 LITTLE ROCK, AR 72201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $459 | $2K | 13.04% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $733 | $733 | 4.06% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD STE 1600 ATLANTA, GA 30326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $524 | — | $524 | 2.90% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $334 | $334 | 1.85% |
| STEPHENS INSURANCE LLC3 | 111 CENTER ST STE 1410 LITTLE ROCK, AR 72201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $217 | $2K | 11.99% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD STE 1600 ATLANTA, GA 30326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $659 | — | $659 | 3.79% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $642 | $642 | 3.69% |
| BENEFIT ADVISORS SVCS GRP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $337 | — | $337 | 1.94% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $324 | $324 | 1.86% |
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 | 1,240 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,257 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 871 | $694K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 871 | $694K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,246 | $331K |
| Short-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,215 | $268K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,246 | $202K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,246 | $229K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,246 | — |
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.