| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURANCE APPLICATION GROUP3 | 13770 NOELLE ROAD DALLAS, TX 753800192 | BCS INSURANCE COMPANY | — | $26K | $26K | 19.00% |
| PLANNED ADMINISTRATORS, INC.5 Filed as: PLANNED ADMINISTRATORS, INC | 17 TECHNOLOGY CIRCLE, SUITE E2AG COLUMBIA, SC 29203 | BCS INSURANCE COMPANY | — | $20K | $20K | 14.50% |
| INSURANCE APPLICATIONS GROUP3 | 13770 NOELLE ROAD DALLAS, TX 753800192 | BCS INSURANCE COMPANY | — | $7K | $7K | 23.00% |
| PLANNED ADMINISTRATORS, INC.5 Filed as: PLANNED ADMINISTRATORS, INC | 17 TECHNOLOGY CIRCLE, SUITE E2AG COLUMBIA, SC 29203 | BCS INSURANCE COMPANY | — | $4K | $4K | 14.50% |
| INSURANCE APPLICATIONS GROUP3 | 13770 NOELLE ROAD DALLAS, TX 753800192 | BCS INSURANCE COMPANY | — | $3K | $3K | 23.00% |
| PLANNED ADMINISTRATORS, INC.5 Filed as: PLANNED ADMINISTRATORS, INC | 17 TECHNOLOGY CIRCLE, SUITE E2AG COLUMBIA, SC 29203 | BCS INSURANCE COMPANY | — | $2K | $2K | 14.50% |
| INSURANCE APPLICATION GROUP3 | 2 MID AMERICA PLAZA, SUITE 200 OAKBROOK TERRACE, IL 60181 | 4 EVER LIFE INSURANCE COMPANY | — | $2K | $2K | 23.00% |
| PLANNED ADMINISTRATORS, INC.5 Filed as: PLANNED ADMINISTRATOR, INC | 17 TECHNOLOGY CIRCLE, SUITE E2AG COLUMBIA, SC 29203 | 4 EVER LIFE INSURANCE COMPANY | — | $1K | $1K | 14.50% |
| INSURANCE APPLICATIONS GROUP3 | 2 MID AMERICA PLAZA, SUITE 200 OAKBROOK TERRACE, IL 60181 | 4 EVER LIFE INSURANCE COMPANY | — | $422 | $422 | 23.02% |
| PLANNED ADMINISTRATORS, INC.5 Filed as: PLANNED ADMINISTRATORS, INC | 17 TECHNOLOGY CIRCLE, SUITE E2AG COLUMBIA, SC 29203 | 4 EVER LIFE INSURANCE COMPANY | — | $266 | $266 | 14.51% |
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 | 155 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BCS INSURANCE COMPANY | 155 | $135K |
| Dental | BCS INSURANCE COMPANY | 123 | $29K |
| Vision | BCS INSURANCE COMPANY | 107 | $11K |
| Life insurance | 4 EVER LIFE INSURANCE COMPANY | 69 | $2K |
| Other | 4 EVER LIFE INSURANCE COMPANY | 56 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 155 | — |
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.