| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 15.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.86% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| DANIEL H. PATTERSON3 | 2703 E. LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $966 | $966 | 5.00% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $527 | $527 | 5.00% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $999 | — | $999 | 10.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $499 | $499 | 5.00% |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,168 | $107K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 88 | $11K |
| Other(6 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,168 | $169K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,168 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.