| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $91K | $91K | 5.16% |
| M.E. WILSON COMPANY, LLC3 | P.O. BOX 373 TAMPA, FL 33601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $568 | $8K | 10.84% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 5.02% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 5.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO LLC | 300 W. PLATT ST. #200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 16.82% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 7.11% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.63% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST. STE 200 TAMPA, FL 33606 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 15.03% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO LLC | 300 W. PLATT ST #200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 16.73% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 7.04% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.61% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO LLC | 300 W. PLATT ST. #200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 16.72% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IA 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 7.05% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.60% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON CO LLC | 300 W. PLATT ST. #200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 16.02% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.93% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $826 | $826 | 5.51% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $590 | — | $590 | 5.02% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $589 | $589 | 5.01% |
| M.E. WILSON COMPANY, LLC Filed as: ME WILSON, LLC | 300 W. PLATT ST. STE 200 TAMPA, FL 33606 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
| MICHAEL PARKER | 1776 AMERICAN HERITAGE LIFE DR. JACKSONVILLE, FL 32224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
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 | 110 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 111 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 218 | $1.8M |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 110 | $70K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 99 | $12K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 127 | $45K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 45 | $18K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 61 | $23K |
| Other(5 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 127 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 218 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.