| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SAHOURI INSURANCE AGENCY & ASSOC3 Filed as: SAHOURI INS AGENCY & FINANCIAL SERV | 8200 GREENSBORO DRIVE SUITE 1550 MCLEAN, VA 22102 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $2K | $17K | 11.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $2K | $9K | 5.65% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 3.85% |
| SAHOURI INSURANCE AGENCY & ASSOC3 Filed as: SAHOURI INS AGENCY & FINANCIAL SERV | 8200 GREENSBORO DRIVE SUITE 1550 MCLEAN, VA 22102 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $170 | $2K | 16.99% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $574 | $125 | $699 | 5.47% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $574 | $574 | 4.49% |
| SAHOURI INSURANCE AGENCY & ASSOC3 Filed as: SAHOURI INS AGENCY & FINANCIAL SERV | 8200 GREENSBORO DRIVE SUITE 1550 MCLEAN, VA 22102 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $109 | $3K | 38.76% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $324 | $70 | $394 | 5.61% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $324 | $324 | 4.61% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT HEREFORD | 889 A HARRISON STREET SOUTHEAST LEESBURG, VA 20175 | COMPANION LIFE INSURANCE COMPANY | $1K | — | $1K | 15.01% |
| SAHOURI INSURANCE AGENCY & ASSOC3 Filed as: SAHOURI INS AGENCY & FINANCIAL SERV | 8200 GREENSBORO DRIVE SUITE 1550 MCLEAN, VA 22102 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $75 | $2K | 32.86% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $245 | $53 | $298 | 5.48% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $245 | $245 | 4.51% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT HEREFORD | 899 A HARRISON STREET SOUTHEAST LEESBURG, VA 20175 | COMPANION LIFE INSURANCE COMPANY | $44 | — | $44 | 14.92% |
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 | 258 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 266 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | INNOVATION HEALTH | 126 | $1.0M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $156K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $156K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $163K |
| Short-term disability(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $163K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $156K |
| Other(6 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $188K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 258 | — |
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.