| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES3 | 31248 OAK CREST DR #140 WESTLAKE VILLAGE, CA 913614692 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $494 | $4K | 6.66% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 31248 OAK CREST DR STE 140 WESTLAKE VILLAGE, CA 91361 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $835 | $3K | 20.00% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS & FIN SVC LLC | 1133 WESTCHESTER AVE STE S229 WHITE PLAINS, NY 10604 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $637 | $637 | 3.81% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $477 | $477 | 2.85% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 501 OFFICE CENTER DRIVE, SUITE 215 FORT WASHINGTON, PA 19034 | MANHATTANLIFE | $5K | — | $5K | 32.28% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 31248 OAK CREST DR STE 140 WESTLAKE VILLAGE, CA 91361 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $471 | $2K | 21.31% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS & FIN SVC LLC | 1133 WESTCHESTER AVE STE S229 WHITE PLAINS, NY 10604 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $351 | $351 | 3.82% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $269 | $269 | 2.93% |
| VOLUNTARY BENEFITS SPECIALISTS LLC3 | 289 FARRIS AVE LAS VEGAS, NV 89183 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 18.80% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 31248 OAK CREST DR STE 140 WESTLAKE VILLAGE, CA 91361 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $653 | $200 | $853 | 21.13% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS & FIN SVC LLC | 1133 WESTCHESTER AVE STE S229 WHITE PLAINS, NY 10604 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $155 | $155 | 3.84% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $114 | $114 | 2.82% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 31248 OAK CREST DR STE 140 WESTLAKE VILLAGE, CA 91361 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $533 | $167 | $700 | 21.26% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS & FIN SVC LLC | 1133 WESTCHESTER AVE STE S229 WHITE PLAINS, NY 10604 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $126 | $126 | 3.83% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $96 | $96 | 2.92% |
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 | 131 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 108 | $58K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 108 | $58K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 134 | $21K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 46 | $9K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 46 | $3K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 134 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 134 | — |
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.