| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAS D COLLIER & CO3 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | SUN LIFE ASSURANCE COMPANY OF CANADA | $24K | — | $24K | 8.11% |
| THE CASON GROUP INC3 | 1612 MARION ST FOURTH FLOOR COLUMBIA, SC 29201 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | — | $15K | 4.97% |
| THE CASON GROUP INC3 | 1612 MARION ST COLUMBIA, SC 29201 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 0.60% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| JAS D COLLIER & CO. EIN 62-0632599 AGENT FEES | Insurance agents and brokers Service code 22 | — | $192K |
| LUCENT HEALTH SOLUTIONS LLC CLAIMS PROCESSING | Claims processing Service code 12 | 5560 W GRANDE MARKET DR. APPLETON, WI 54913 | $121K |
| CONNECTICUT GENERAL LIFE INS. OTHER FEES | Other fees Service code 99 | PO BOX 645014 CINCINNATI, OH 45264 | $98K |
| HEALTHJOY LLC OTHER FEES | Other fees Service code 99 | 435 LA SALLE, 5TH FLOOR CHICAGO, IL 60654 | $40K |
| KISX CARD LLC OTHER FEES | Other fees Service code 99 | 1 KACEY COURT, STE. 100 MECHANICSBURG, PA 17055 | $24K |
| NARUS HEALTH INC. CONCIERGE OTHER FEES | Other fees Service code 99 | 424 CHURCH ST., STE. 2300 NASHVILLE, TN 37219 | $11K |
| INTERLINK CARE MANAGEMENT INC. OTHER FEES | Other fees Service code 99 | 4660 NE BELKNAP CT 209 HILLSBORO, OR 97124 | $9K |
| JAS D COLLIER & CO CLAIMS PROCESSING | Claims processing Service code 12 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | $8K |
| EMPLOYEE BENEFITS CORPORATION EIN 39-2044064 CLAIMS PROCESSING | Contract Administrator; Claims processing Service code 12 | — | $4K |
| THE CASON GROUP INC CLAIMS PROCESSING | Claims processing Service code 12 | 1612 MARION ST COLUMNBIA, SC 29201 | $1K |
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 | 446 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 451 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 360 | $298K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 360 | $298K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 360 | $298K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 360 | $298K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INS CO | 606 | $583K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 360 | $298K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 606 | — |
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.