| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COURY HEALTH SERVICES LLC3 | 965 GREENTREE RD SUITE 310 PITTSBURGH, PA 152196401 | METROPOLITAN LIFE INSURANCE COMPANY | $57K | $3K | $60K | 15.69% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $4K | $25K | 6.61% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 767669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $19K | $19K | 4.96% |
| THE WORKSITE GROUP LLC3 Filed as: THE WORKSITE GROUP | 1900 POLARIS PKWY STE 450 COLUMBUS, OH 432404064 | METROPOLITAN LIFE INSURANCE COMPANY | $28K | $11 | $28K | 44.20% |
| GREGORY WOLFE3 | 11609 N MOUNTAINEER HWY NEWBURG, WV 264109067 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $0 | $7K | 10.76% |
| COURY HEALTH SERVICES LLC3 | 965 GREENTREE RD SUITE 310 PITTSBURGH, PA 152196401 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $107 | $5K | 8.34% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 6.29% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 767669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4K | $4K | 6.29% |
| THE WORKSITE GROUP LLC3 Filed as: THE WORKSITE GROUP | 1900 POLARIS PKWY STE 450 COLUMBUS, OH 432404064 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | $11 | $27K | 81.68% |
| GREGORY WOLFE3 | 11609 N MOUNTAINEER HWY NEWBURG, WV 264109067 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $0 | $6K | 19.57% |
| COURY HEALTH SERVICES LLC3 | 965 GREENTREE RD STE 310 PITTSBURGH, PA 152196401 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $162 | $5K | 15.91% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $0 | $5K | 13.70% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 13.70% |
| THE WORKSITE GROUP LLC3 Filed as: THE WORKSITE GROUP | 1900 POLARIS PKWY STE 450 COLUMBUS, OH 432404064 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $11 | $17K | — |
| COUNRY HEALTH SERVICES LLC3 | 965 GREENTREE RD STE 310 PITTSBURGH, PA 152196401 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $80 | $4K | — |
| GREGORY WOLFE3 | 11609 N MOUNTAINEER HWY NEWBURG, WV 264109067 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | — |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | — |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | — |
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 | 842 | 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) | 842 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 245 | $33K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 842 | $384K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 842 | $384K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 842 | $384K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 842 | $384K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 842 | $384K |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 842 | $448K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 842 | — |
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.