| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FREDERICK C SCHAEFFER3 Filed as: FREDERICK J VANN | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $14K | — | $14K | 6.62% |
| STREAMLINE ENTERPRISES LLC3 | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $93 | $1K | 10.26% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $724 | $724 | 5.37% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $673 | $673 | 4.99% |
| STREAMLINE ENTERPRISES LLC3 | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $196 | $2K | 18.10% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $894 | $894 | 6.82% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9801 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $655 | $655 | 4.99% |
| STREAMLINE ENTERPRISES LLC6 | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $135 | $1K | 15.93% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $527 | $527 | 6.14% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $429 | $429 | 4.99% |
| STREAMLINE ENTERPRISES LLC3 | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $114 | $1K | 15.90% |
| ASSUREDPARTNERS3 Filed as: GIS BENFITS INC | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $453 | $453 | 6.11% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $371 | $371 | 5.00% |
| STREAMLINE ENTERPRISES LLC3 Filed as: STREAMLINE ENTERPRISES, LLC | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $782 | $74 | $856 | 18.14% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $324 | $324 | 6.87% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $236 | $236 | 5.00% |
| STEAMLINE ENTERPRISES LLC3 | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $807 | $72 | $879 | 25.02% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $176 | $176 | 5.01% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $134 | $134 | 3.81% |
| STREAMLINE ENTERPRISES LLC3 | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $272 | $24 | $296 | 14.49% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $142 | $142 | 6.95% |
| STREAMLINE ENTERPRISES LLC3 Filed as: STREAMLINE ENTERPRISES LLC DBA CANO | 1661 INTERNATIONAL DRIVE SUITE 140 MEMPHIS, TN 38120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $416 | — | $416 | 22.14% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BO 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $94 | $94 | 5.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $54 | $54 | 2.87% |
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 | 119 | 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) | 119 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 34 | $204K |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 46 | $13K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 40 | $2K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $18K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 31 | $9K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 26 | $7K |
| Other(4 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 118 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.