| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 | SUITE 200 TAMPA, FL 33606 | AETNA LIFE INSURANCE COMPANY | — | $5K | $5K | 0.37% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY LLC | 300 W PLATT ST FL 2 SUITE 200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 14.66% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST MORRIS, IL 604502215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 4.89% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 2.47% |
| M.E. WILSON COMPANY, LLC3 | 300 W. PLATT ST SUITE 200 TAMPA, FL 336010373 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 9.77% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST MORRIS, IL 604502215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.24% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $967 | $967 | 2.11% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST FL 2 TAMPA, FL 336064103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 18.03% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST MORRIS, IL 604502215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 6.36% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $925 | $925 | 2.12% |
| M.E. WILSON COMPANY, LLC3 | 300 W. PLATT ST FL 2 TAMPA, FL 336064103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 14.66% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 604502215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.09% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $793 | $793 | 2.26% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT ST SUITE 200 TAMPA, FL 336064103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 20.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST. SUITE 200 TAMPA, FL 336064103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 16.42% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST MORRIS, IL 604502215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $918 | $918 | 5.47% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAMPMAN BENEFIT ADMINISTRATOR | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $414 | $414 | 2.47% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST. SUITE 200 TAMPA, FL 336064103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.01% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $776 | $776 | 5.01% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST MORRIS, IL 604502215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $775 | $775 | 5.01% |
| M.E. WILSON COMPANY, LLC3 | 300 W. PLATT ST FL 2 TAMPA, FL 336064103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $666 | — | $666 | 4.88% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 604502215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $666 | $666 | 4.88% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $337 | $337 | 2.47% |
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 | 202 | 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) | 202 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 192 | $1.4M |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 148 | $46K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 102 | $14K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 202 | $60K |
| Short-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 78 | $51K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 89 | $56K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 202 | $85K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 202 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.