| 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 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | $54K | $63K | 3.31% |
| M.E. WILSON COMPANY, LLC3 Filed as: M E WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $934 | — | $934 | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $467 | — | $467 | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $895 | — | $895 | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IA 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $447 | — | $447 | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY LLC | 300 W. PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $701 | — | $701 | 9.99% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $351 | — | $351 | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $217 | — | $217 | 9.99% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $109 | — | $109 | 5.02% |
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 | 306 | 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) | 306 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 314 | $1.9M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 314 | $1.9M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 314 | $1.9M |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 309 | $43K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 96 | $24K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 57 | $30K |
| Other(5 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 309 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 314 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.