| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LUCENT HEALTH SOLUTIONS Filed as: LUCENT HEALTH SOLUTIONS LLC | 5560 W GRANDE MARKET DR APPLETON, WI 54913 | GERBER LIFE INSURANCE COMPANY | $0 | $60K | $60K | — |
| JAS D COLLIER & CO | 606 S MENDENHALL RD, STE 2C MEMPHIS, TN 38117 | GERBER LIFE INSURANCE COMPANY | $0 | $31K | $31K | — |
| PHCS Filed as: MULTIPLAN | PO BOX 29380 NEW YORK, NY 10087 | GERBER LIFE INSURANCE COMPANY | $0 | $30K | $30K | — |
| MEDWATCH LLC | PO BOX 21796 TAMPA, FL 33630 | GERBER LIFE INSURANCE COMPANY | $0 | $26K | $26K | — |
| JAS D COLLIER & CO | 606 S MENDENHALL STE 200 MEMPHIS, TN 38117 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $144 | $13K | — |
| VALENTINE INSURANCE SERVICES, LLC Filed as: VALENTINE INSURANCE SERVICES LLC | 555 PERKINS EXT STE 330 MEMPHIS, TN 38117 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $178 | $4K | — |
| RBH INSURE Filed as: RBH.INSURE | 555 PERKINS EXT STE 330 MEMPHIS, TN 38117 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | — |
| ASSUREX | 175 SOUTH 3RD ST, STE 800 COLUMBUS, OH 43215 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | — |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER AND COMPANY | 606 MENDENHALL RD # 200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | $4K | $28K | — |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER AND COMPANY | 606 S MENDENHALL RD #200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $179 | $1K | — |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER & COMPANY | 606 S MENDENHALL #200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | $2K | $18K | — |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER & COMPANY | 606 S MENDENHALL RD # 200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.4M | $3K | $1.4M | — |
| JAS D COLLIER & CO Filed as: JAS D COLLIER & COMPANY | 606 S MENDENHALL RD #200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | — |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER & COMPANY | 606 S MENDENHALL RD #200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | $3K | $19K | — |
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 | 208 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 208 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GERBER LIFE INSURANCE COMPANY | 210 | $0 |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 228 | $0 |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 223 | $0 |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 369 | $0 |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 385 | $0 |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 155 | $0 |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 385 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 385 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.