| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 500 WEST MADISON ST STE 2760 CHICAGO, IL 60661 | BLUECROSS BLUESHIELD OF ILLINOIS | $45K | $2K | $47K | 1.98% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 500 W MADISON ST FL 32 CHICAGO, IL 606614563 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $32 | $3K | 1.46% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC | 1250 S CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $337 | — | $337 | 0.15% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OH INC | 7438 JAGER CT CINCINNATI, OH 45230 | METROPOLITAN LIFE INSURANCE COMPANY | $39 | $32 | $71 | 0.03% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 5 REVERE DR STE 550 NORTHBROOK, IL 60062 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $3K | $7K | 12.52% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HWY STE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 2.08% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 5 REVERE DR STE 550 NORTHBROOK, IL 60062 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $4K | $10K | 17.91% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HWY STE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.86% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 5 REVERE DR STE 550 NORTHBROOK, IL 60062 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $4K | $7K | 13.66% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HWY STE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 2.79% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (IL) INC. | 500 WEST MADISON ST STE 2760 CHICAGO, IL 60661 | METLIFE LEGAL PLANS | $2K | $32 | $2K | 10.19% |
| JR KATZ INC3 Filed as: JR KATZ, INC. | 5 REVERE DRIVE, SUITE 130 NORTHBROOK, IL 60062 | METLIFE LEGAL PLANS | $0 | $32 | $32 | 0.20% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 500 W MADISON ST FL 32 CHICAGO, IL 606614563 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $32 | $3K | 22.70% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC | 1250 S CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $132 | — | $132 | 1.11% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OH INC | 7438 JAGER CT CINCINNATI, OH 45230 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $32 | $32 | 0.27% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 500 W MADISON ST FL 32 CHICAGO, IL 606614563 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $32 | $2K | 22.05% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC | 1250 S CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $103 | — | $103 | 1.06% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OH INC | 7438 JAGER CT CINCINNATI, OH 45230 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $32 | $32 | 0.33% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES IL INC | 5 REVERE DR STE 550 NORTHBROOK, IL 60062 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $965 | $987 | $2K | 20.22% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HWY STE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $411 | $411 | 4.26% |
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 | 211 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 228 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF ILLINOIS | 416 | $2.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 393 | $219K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 393 | $219K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 218 | $64K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 218 | $52K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 111 | $56K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 218 | $137K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 416 | — |
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.