| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN INC | — | $301 | $301 | 0.04% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN INC | — | $250 | $250 | 0.04% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 15.00% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $499 | $499 | 0.66% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | — | $15K | 20.00% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $450 | $450 | 0.60% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 20.00% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $435 | $435 | 0.67% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 30.06% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 2.74% |
| HOLMES MURPHY & ASSOCIATES3 | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $121 | — | $121 | 0.32% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 20.00% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $148 | $148 | 0.64% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $129 | $129 | 0.66% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PLANSOURCE BENEFITS ADMINISTRATION EIN 55-0800751 ADMINISTRATOR | Claims processing; Contract Administrator Service code 12 | — | $124K |
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 | 1,191 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 90 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,281 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 173 | $2.3M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 416 | $271K |
| Vision | VISION SERVICE PLAN | 364 | $36K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 787 | $19K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 134 | $65K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 163 | $76K |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,191 | $173K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,191 | — |
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.