| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC-MO | PO BOX 632886 CINCINNATI, OH 452632886 | UNITEDHEALTCARE INSURANCE COMPANY | $36K | — | $36K | 5.06% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC | PO BOX 632886 CINCINNATI, OH 452632886 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 14.57% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 6.09% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 5.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC | PO BOX 632886 CINCINNATI, OH 452632886 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 15.90% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 6.58% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC | 130 W SANTA CLARA ST STE 675 SAN JOSE, CA 951131700 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 9.72% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.57% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAMPMAN BNFT ADMSTRS INC | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC | PO BOX 632886 CINCINNATI, OH 452632886 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 14.58% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 6.13% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSRUANCE SCVS INC | 160 W SANTA CLARA ST STE 675 SAN JOSE, CA 951131700 | THE LINCOLN NATIONAL INSURANCE COMPANY | $4K | — | $4K | 15.96% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL INSURANCE COMPANY | — | $2K | $2K | 6.65% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 452632886 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $197 | $3K | 21.43% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $691 | $131 | $822 | 5.95% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | PO BOX 632886 CINCINNATI, OH 452632886 | RELIANCE STANDARD LIFE INSRUANCE COMPANY | $1K | $87 | $1K | 21.27% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSRUANCE COMPANY | $342 | $58 | $400 | 5.84% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC | PO BOX 632886 CINCINNATI, OH 45263 | RELIANCE STANTDARD LIFE INSURANCE COMPANY | $880 | — | $880 | 15.01% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BNFT ADMIN INC | 9401 AMBERGLEN BLVD BLDG. 1 SUITE 100 AUSTIN, TX 78729 | RELIANCE STANTDARD LIFE INSURANCE COMPANY | $293 | — | $293 | 5.00% |
| MARK METTILLE3 | C/O GROUP INSURANCE SVCS INC. 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANTDARD LIFE INSURANCE COMPANY | $293 | — | $293 | 5.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONALLIFE INSURANCE COMPANY | — | $237 | $237 | 5.64% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONALLIFE INSURANCE COMPANY | — | $210 | $210 | 5.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SVCS INC | 160 W SANTA CLARA ST STE 675 SAN JOSE, CA 951131700 | THE LINCOLN NATIONALLIFE INSURANCE COMPANY | $204 | — | $204 | 4.86% |
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 | 136 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 136 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTCARE INSURANCE COMPANY | 134 | $719K |
| Dental(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 64 | $53K |
| Vision | UNITEDHEALTCARE INSURANCE COMPANY | 134 | $719K |
| Life insurance(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 136 | $92K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 135 | $45K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 135 | $77K |
| Other(5 contracts, 5 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 136 | $118K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 136 | — |
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.