| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGCY LLC-BOUCHARD | 101 N STARCREST DR CLEARWATER, FL 33765 | HEALTH OPTIONS | $60K | — | $60K | 3.13% |
| MARSH & MCLENNAN AGENCY LLC3 | 485 N KELLER ROAD, STE 450 MAITLAND, FL 327517575 | METROPOLITAN LIFE INSURANCE COMPANY | $24K | — | $24K | 12.73% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $3K | $13K | 6.60% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD ROLLING MEADOWS, IL 600084050 | METROPOLITAN LIFE INSURANCE COMPANY | — | $107 | $107 | 0.06% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 451408320 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13 | $13 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGCY LLC-BOUCHARD | 101 N STARCREST DR CLEARWATER, FL 33765 | BLUE CROSS BLUE SHIELD OF FLORIDA | $5K | — | $5K | 3.04% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INS INC | PO BOX 6090 CLEARWATER, FL 337586090 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 10.82% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $717 | $287 | $1K | 8.15% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD ROLLING MEADOWS, IL 600084050 | METROPOLITAN LIFE INSURANCE COMPANY | — | $107 | $107 | 0.87% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INS INC | PO BOX 6090 CLEARWATER, FL 337586090 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 21.83% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $580 | $232 | $812 | 8.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD ROLLING MEADOWS, IL 600084050 | METROPOLITAN LIFE INSURANCE COMPANY | — | $107 | $107 | 1.09% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INS INC | PO BOX 6090 CLEARWATER, FL 337586090 | METROPOLITAN LIFE INSURANCE COMPANY | $864 | — | $864 | 10.96% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $466 | $186 | $652 | 8.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD ROLLING MEADOWS, IL 600084050 | METROPOLITAN LIFE INSURANCE COMPANY | — | $107 | $107 | 1.36% |
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 | 282 | 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) | 283 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | HEALTH OPTIONS | 195 | $2.1M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 351 | $190K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 351 | $190K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 351 | $190K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 351 | $190K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 351 | $190K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS | 195 | $2.1M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 351 | $190K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 351 | — |
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."
No prospect flags tripped on this filing.