| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JONATHON TAYLOR3 | 55 BEATTIE PLACE SUITE 910 GREENVILLE, SC 29601 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $31K | — | $31K | 4.38% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS LLC | 10 N. PARK DR. STE 200 HUNT VALLEY, MD 21030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $920 | $3K | 16.64% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 30 N. ORLEANS ST. STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $645 | — | $645 | 3.85% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $623 | $623 | 3.72% |
| AP BENEFIT ADVISIORS LLC3 | 10 N. PARK DR STE 200 HUNT VALLEY, MD 21030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $852 | $2K | 13.29% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $545 | $545 | 3.73% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 350 N ORLEANS ST STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $372 | — | $372 | 2.54% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS LLC | 10 NORTH PARK DRIVE SUITE 200 HUNT VALLEY, MD 210301827 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $641 | $2K | 16.63% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 350 N ORLEANS ST STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $461 | — | $461 | 4.20% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $395 | $395 | 3.60% |
| AP BENEFIT ADVISIORS LLC3 | 10 N. PARK DR. STE 200 HUNT VALLEY, MD 21030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $747 | $570 | $1K | 13.13% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $373 | $373 | 3.72% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 350 N. ORLEANS ST STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $257 | — | $257 | 2.56% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS LLC | 10 NORTH PARK DRIVE SUITE 200 HUNT VALLEY, MD 210301827 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $685 | $544 | $1K | 13.30% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $342 | $342 | 3.70% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 350 N. ORLEANS ST. STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $240 | — | $240 | 2.60% |
| AP BENEFIT ADVISIORS LLC3 | 10 N PARK DR STE 200 HUNT VALLEY, MD 21030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $528 | $378 | $906 | 12.60% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $269 | $269 | 3.74% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 350 N. ORLEANS ST STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $136 | — | $136 | 1.89% |
| AP BENEFIT ADVISIORS LLC3 | 10 N PARK DR STE 200 HUNT VALLEY, MD 21030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $641 | $341 | $982 | 17.01% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 350 N. ORLEANS ST STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $225 | — | $225 | 3.90% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $214 | $214 | 3.71% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $197 | $247 | $444 | 8.33% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS LLC | 10 NORTH PARK DRIVE SUITE 200 HUNT VALLEY, MD 210301827 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $197 | $149 | $346 | 6.49% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 350 N ORLEANS ST. STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $139 | — | $139 | 2.61% |
| UNITED PRODUCERS GROUP LLC3 | 1439 STUART ENGALS BOULEVARD UNIT 300 MT. PLEASANT, SC 29464 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $158 | $194 | $352 | 7.86% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS LLC | 10 NORTH PARK DRIVE SUITE 200 HUNT VALLEY, MD 210301827 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $158 | $107 | $265 | 5.92% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 350 N. ORLEANS ST. STE 1446 CHICAGO, IL 60654 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $131 | — | $131 | 2.92% |
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 | 126 | 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) | 126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 41 | $712K |
| Dental | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 41 | $712K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 51 | $7K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 126 | $31K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 26 | $19K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 22 | $17K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 126 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 126 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.