| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMAGINE 360 ADMINISTRATORS, LLC3 Filed as: IMAGINE 360 ADMINISTRATORS LLC | P O BOX 749075 DALLAS, TX 75374 | TOKIO MARINE HCC | — | $5K | $5K | 3.50% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P O BOX 9201 AUSTIN, TX 78766 | AMERICAN UNITED LIFE INSURANCE COMPANY | $15K | — | $15K | 25.00% |
| THE LANK GROUP INC3 | 256 BAY WOOD LANE VILLA RICA, GA 30180 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 20.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $585 | $585 | 6.54% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMIN | P O BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $447 | $447 | 5.00% |
| THE LANK GROUP INC3 Filed as: THE LANK GROUIP INC | 256 BAY WOOD LANE VILLA RICA, GA 30180 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 19.99% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $502 | $502 | 6.63% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P O BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $379 | $379 | 5.01% |
| THE LANK GROUP INC3 Filed as: THE LANK GROUP | 256 BAYWOOD LANE VILLA RICA, GA 30180 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | — |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $1K | $4K | — |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | P O BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | — |
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 | 99 | 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) | 99 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 99 | $0 |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 99 | $0 |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 99 | $59K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 99 | $59K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC | 77 | $145K |
| Other(3 contracts, 2 carriers) | AMERICAN UNITED LIFE INSURANCE COMPANY | 99 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 99 | — |
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.