| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HENRY VALENTINE LINDEMAN II3 Filed as: HENRY LINDERMAN V | 606 S MEMDENHALL STE 200 MEMPHIS, TN 38117 | BLUE CROSS BLUE SHIELD OF TENNESSEE | $49K | — | $49K | — |
| HENRY VALENTINE LINDEMAN II3 Filed as: HENRY LINDERMAN V | 606 S MENDENHALL STE 200 MEMPHIS, TN 38117 | BLUE CROSS BLUE SHIELD OF TENNESSEE | $40K | — | $40K | — |
| HENRY VALENTINE LINDEMAN II3 Filed as: HENRY LINDERMAN V | 606 S MENDENHALL STE 200 MEMPHIS, TN 38117 | BLUE CROSS BLUE SHIELD | $8K | — | $8K | — |
| JAMES D. COLLIER & COMPANY3 Filed as: JAMES D COLLIER CO DBA COLLIER INSU | 606 S MENDENHALL STE 200 MEMPHIS, TN 38117 | ASSURANT EMPLOYEE BENEFITS | $32K | $175 | $32K | — |
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 | 269 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 269 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS BLUE SHIELD OF TENNESSEE | 269 | $0 |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TENNESSEE | 299 | $0 |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TENNESSEE | 299 | $0 |
| Life insurance(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TENNESSEE | 298 | $0 |
| Short-term disability(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TENNESSEE | 298 | $0 |
| Long-term disability(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TENNESSEE | 298 | $0 |
| Prescription drug | BLUE CROSS BLUE SHIELD OF TENNESSEE | 269 | $0 |
| Other | ASSURANT EMPLOYEE BENEFITS | 298 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 299 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.