| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LUCENT HEALTH SOLUTIONS Filed as: LUCENT HEALTH SOLUTIONS LLC | 5500 W GRANDE MARKET DR APPLETON, WI 54913 | GERBER LIFE INSURANCE COMPANY | $0 | $70K | $70K | — |
| PHCS Filed as: MULTIPLAN | PO BOX 29380 NEW YORK, NY 10087 | GERBER LIFE INSURANCE COMPANY | $0 | $36K | $36K | — |
| JAS D COLLIER & CO | 606 S MENDENHALL RD, STE 2C MEMPHIS, TN 38117 | GERBER LIFE INSURANCE COMPANY | $0 | $33K | $33K | — |
| MEDWATCH LLC | PO BOX 21796 TAMPA, FL 33630 | GERBER LIFE INSURANCE COMPANY | $0 | $32K | $32K | — |
| INNOVU LLC | 2403 SIDNEY ST, STE 225 PITTSBURG, PA 15203 | GERBER LIFE INSURANCE COMPANY | $0 | $9K | $9K | — |
| JAS D COLLIER & CO | 606 S MENDENHALL STE 200 MEMPHIS, TN 38117 | UNUM INSURANCE COMPANY | $3K | $255 | $3K | — |
| ASSUREX GLOBAL CORPORATION Filed as: ASSUREX GLOBAL CORPORTATION | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | — | — | $0 | — |
| JAS D COLLIER & CO | 606 S MENDENHALL STE 200 MEMPHIS, TN 38117 | UNUM INSURANCE COMPANY | $3K | $307 | $3K | — |
| ASSUREX GLOBAL CORPORATION Filed as: ASSUREX GLOBAL CORPORTATION | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | — | — | $0 | — |
| JAS D COLLIER & CO | 606 S MENDENHALL STE 200 MEMPHIS, TN 38117 | UNUM INSURANCE COMPANY | $4K | $368 | $4K | — |
| ASSUREX GLOBAL CORPORATION Filed as: ASSUREX GLOBAL CORPORTATION | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | — | — | $0 | — |
| JAS D COLLIER & CO3 Filed as: JAS D COLLIER AND COMPANY | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | $3K | $20K | — |
| JAS D COLLIER & CO3 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $457 | $2K | — |
| JAS D COLLIER & CO3 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $154 | $1K | — |
| JAS D COLLIER & CO3 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $15K | $2K | $17K | — |
| JAS D COLLIER & CO5 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | — |
| JAS D COLLIER & CO3 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $17K | $2K | $19K | — |
| JAS D COLLIER & CO5 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | — |
| JAS D COLLIER & CO3 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | $4K | $27K | — |
| JAS D COLLIER & CO5 | 606 S MENDENHALL RD STE 200 MEMPHIS, TN 38117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | — |
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 | 233 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GERBER LIFE INSURANCE COMPANY | 215 | $0 |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 26 | $0 |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 222 | $0 |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 387 | $0 |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 127 | $0 |
| Other(5 contracts, 2 carriers) | UNUM INSURANCE COMPANY | 387 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 387 | — |
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.