| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC-SC | 870 S PLEASANTBURG DR GREENVILLE, SC 29607 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $20K | $0 | $20K | 11.72% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC-SC | 870 S PLEASANTBURG DRIVE GREENVILLE, SC 29607 | DELTA DENTAL OF MISSOURI | $3K | $258 | $4K | 10.95% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | DELTA DENTAL OF MISSOURI | $998 | $0 | $998 | 3.05% |
| MARSH & MCLENNAN AGENCY LLC3 | 870 S PLEASANTBURG DR GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 25.42% |
| MARSH & MCLENNAN AGENCY LLC3 | 870 S PLEASANTBURG DRIVE GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $2K | $4K | 25.35% |
| MARSH & MCLENNAN AGENCY LLC3 | 870 SOUTH PLEASANTBURG DR GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 26.56% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 5145 GREENVILLE, SC 29606 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $732 | $0 | $732 | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGCY LLC | 870 SOUTH PLEASANTBURG DR GREENVILLE, SC 29607 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $197 | $3K | 39.72% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $62 | $0 | $62 | 0.88% |
| MARSH & MCLENNAN AGENCY LLC3 | 870 SOUTH PLEASANTBURG DR GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $580 | $1K | $2K | 41.10% |
| GIS NATIONAL3 | 9500 KOGER AVE STE 200 ST. PETERSBURG, FL 33702 | METLIFE LEGAL PLANS | $413 | $0 | $413 | 16.81% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL 15TH FLOOR DALLAS, TX 75231 | METLIFE LEGAL PLANS | $246 | $0 | $246 | 10.01% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMINISTRATORS | PO BOX 9201 BLDG 1 SUITE 100 AUSTIN, TX 78766 | METLIFE LEGAL PLANS | $0 | $125 | $125 | 5.09% |
| GIS BENEFITS INC3 Filed as: GIS OF ATLANTA | — | METLIFE LEGAL PLANS | $125 | $0 | $125 | 5.09% |
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 | 102 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 70 | $174K |
| Dental | DELTA DENTAL OF MISSOURI | 100 | $33K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 65 | $7K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 102 | $16K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 34 | $15K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 102 | $20K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 102 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 102 | — |
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.