| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $329 | $4K | 16.25% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $154 | $1K | 17.27% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $946 | $171 | $1K | 17.70% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $839 | $179 | $1K | 18.19% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $709 | $195 | $904 | 19.11% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $546 | $119 | $665 | 18.28% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $533 | $116 | $649 | 18.26% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $438 | $83 | $521 | 17.84% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 27587 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $441 | $125 | $566 | 25.66% |
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 | 103 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 103 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 43 | $26K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 42 | $7K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 80 | $9K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 9 | $5K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 10 | $4K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 80 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 80 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.