| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF MO LLC | 12645 OLIVE BOULEVARD SUITE 300 SAINT LOUIS, MO 63141 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF MO LLC | 12645 OLIVE BOULEVARD SUITE 300 SAINT LOUIS, MO 63141 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF MISSOURI | 1441 CHRISTY DRIVE JEFFERSON CITY, MO 65101 | FIDELITY SECURITY LIFE INSURANCE | $1K | — | $1K | 9.99% |
| WELLMARK INC3 | 1331 GRAND AVENUE DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE | $110 | — | $110 | 0.99% |
| SELECT NETWORKS3 | 6165 NW 86TH STREET SUITE 108 JOHNSTON, IA 50131 | FIDELITY SECURITY LIFE INSURANCE | $1 | — | $1 | 0.01% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF MO LLC | 12645 OLIVE BOULEVARD SUITE 300 SAINT LOUIS, MO 63141 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF MO LLC | 12645 OLIVE BOULEVARD SUITE 300 SAINT LOUIS, MO 63141 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 10.00% |
| CJ AMMONS LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 55.01% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE INNOVATIONS AND CJ AMMONS | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 20.76% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF MO LLC | 12645 OLIVE BOULEVARD SUITE 300 SAINT LOUIS, MO 63141 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $264 | — | $264 | 15.02% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $176 | $176 | 10.01% |
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 | 157 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 23 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 182 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | WELLARMK BLUE CROSS AND BLUE SHIELD OF IOWA | 140 | $915K |
| Vision | FIDELITY SECURITY LIFE INSURANCE | 142 | $11K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 318 | $21K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 266 | $48K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 42 | $25K |
| Other(4 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 318 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 318 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.