| 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 | $28K | — | $28K | 15.00% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $26K | $26K | 14.02% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | — | $15K | 15.00% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $10K | $10K | 9.98% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $12K | $12K | 16.63% |
| DANIEL H. PATTERSON3 | 2703 E. LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 9.85% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD, STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $6K | $6K | 22.19% |
| DANIEL H. PATTERSON3 | 2703 E LAKE RD MCDONOUGH, GA 302524931 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
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 | 752 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 752 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 717 | $74K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 129 | $26K |
| Other(4 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 717 | $396K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 717 | — |
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.