| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 360 EAST VINE STREET, SUITE 200 LEXINGTON, KY 40507 | SYMETRA LIFE INSURANCE COMPANY | $50K | $21K | $71K | 16.28% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 250 PHLE AVENUE WEST, SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | SYMETRA LIFE INSURANCE COMPANY | $12K | $0 | $12K | 2.83% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | SYMETRA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 1.15% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 360 EAST VINE STREET, SUITE 200 LEXINGTON, KY 40507 | METROPOLITAN LIFE INSURANCE COMPANY | $33K | $0 | $33K | 8.58% |
| LOCKTON COMPANIES, LLC3 | 3 EMBARCADERO CENTER, SUITE 609 SAN FRANCISCO, CA 94111 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $127 | $3K | 0.91% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 250 PEHLE AVENUE, SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 0.86% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN., INC. | 101 SOUTH GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.44% |
| LOCKTON COMPANIES, LLC3 | PO BOX 650823 DALLAS, TX 75265 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $333 | $333 | 0.09% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 6279 TRI RIDGE BOULEVARD SUITE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $49 | $49 | 0.01% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $8 | $8 | 0.00% |
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 | 526 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 527 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WELLMARK BLUE CROSS AND BLUE SHIELD OF SOUTH DAKOTA | 421 | $3.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 837 | $383K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 837 | $383K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 564 | $434K |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 564 | $434K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 564 | $434K |
| Prescription drug | WELLMARK BLUE CROSS AND BLUE SHIELD OF SOUTH DAKOTA | 421 | $3.6M |
| Other | SYMETRA LIFE INSURANCE COMPANY | 564 | $434K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 837 | — |
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."
No prospect flags tripped on this filing.