| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK ROAD, SUITE 300 RANCHO CORDOVA, CA 95670 | USABLE LIFE | $6K | — | $6K | 5.00% |
| CHASE CAIN3 | 1106 N CLEVELAND STREET LITTLE ROCK, AR 72207 | USABLE LIFE | $294 | — | $294 | 0.23% |
| TOBIE JOST3 | 9749 OAK FORREST LANE SHEWOOD, AR 72120 | USABLE LIFE | $210 | — | $210 | 0.16% |
| STEPHEN COMPTON3 | 226 VALLEY CLUB CIRCLE LITTLE ROCK, AR 72212 | USABLE LIFE | $94 | — | $94 | 0.07% |
| MARIA VANDYKE3 | 13 PAWNEE COURT MAUMELLE, AR 72113 | USABLE LIFE | $69 | — | $69 | 0.05% |
| JERRY DUNCAN3 | 516 E MILLSAP RD, STE 103 FAYETTEVILLE, AR 72703 | USABLE LIFE | $56 | — | $56 | 0.04% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK ROAD, SUITE 300 RANCHO CORDOVA, CA 95670 | USABLE LIFE | $6K | — | $6K | 5.00% |
| CHASE CAIN3 | 2206 N CLEVELAND STREET LITTLE ROCK, AR 72207 | USABLE LIFE | $181 | — | $181 | 0.15% |
| TOBIE JOST3 | 9749 OAK FORREST LANE SHERWOOD, AR 72120 | USABLE LIFE | $160 | — | $160 | 0.14% |
| STEPHEN COMPTON3 | 226 VALLEY CLUB CIRCLE LITTLE ROCK, AR 72212 | USABLE LIFE | $76 | — | $76 | 0.06% |
| MARIA VANDYKE3 | 13 PAWNEE COURT MAUMELLE, AR 72113 | USABLE LIFE | $48 | — | $48 | 0.04% |
| JERRY DUNCAN3 | 516 E MILLSAP RD, STE 103 FAYETTEVILLE, AR 72703 | USABLE LIFE | $39 | — | $39 | 0.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK ROAD, SUITE 300 RANCHO CORDOVA, CA 95670 | USABLE LIFE | $6K | — | $6K | 5.00% |
| CHASE CAIN3 | 2206 N CLEVELAND STREET LITTLE ROCK, AR 72207 | USABLE LIFE | $182 | — | $182 | 0.15% |
| TOBIE JOST3 | 9749 OAK FORREST LANE SHERWOOD, AR 72120 | USABLE LIFE | $160 | — | $160 | 0.14% |
| STEPHEN COMPTON3 | 226 VALLEY CLUB CIRCLE LITTLE ROCK, AR 72212 | USABLE LIFE | $74 | — | $74 | 0.06% |
| MARIA VANDYKE3 | 13 PAWNEE COURT MAUMELLE, AR 72113 | USABLE LIFE | $48 | — | $48 | 0.04% |
| JERRY DUNCAN3 | 516 E MILLSAP RD, STE 103 FAYETTEVILLE, AR 72703 | USABLE LIFE | $39 | — | $39 | 0.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK ROAD, SUITE 300 RANCHO CORDOVA, CA 95670 | USABLE LIFE | $4K | — | $4K | 5.00% |
| CHASE CAIN3 Filed as: CHASE CAIND | 2206 N CLEVELAND STREET LITTLE ROCK, AR 72207 | USABLE LIFE | $2K | — | $2K | 2.07% |
| TOBIE JOST3 | 9749 OAK FORREST LANE SHERWOOD, AR 72120 | USABLE LIFE | $1K | — | $1K | 1.27% |
| STEPHEN COMPTON3 | 226 VALLEY CLUB CIRCLE LITTLE ROCK, AR 72212 | USABLE LIFE | $1K | — | $1K | 1.27% |
| MARIA VANDYKE3 | 13 PAWNEE COURT MAUMELLE, AR 72113 | USABLE LIFE | $461 | — | $461 | 0.55% |
| JERRY DUNCAN3 | 516 E MILLSAP RD, STE 103 FAYETTEVILLE, AR 72703 | USABLE LIFE | $377 | — | $377 | 0.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK ROAD, SUITE 300 RANCHO CORDOVA, CA 95670 | USAABLE LIFE | $414 | — | $414 | 5.00% |
| CHASE CAIN3 | 2206 N CLEVELANS STREET LITTLE ROCK, AR 72207 | USAABLE LIFE | $175 | — | $175 | 2.11% |
| STEPHEN COMPTON3 | 226 VALLEY CLUB CIRCLE LITTLE ROCK, AR 72212 | USAABLE LIFE | $107 | — | $107 | 1.29% |
| TOBIE JOST3 | 9749 OAK FORREST LANE SHERWOOD, AR 72120 | USAABLE LIFE | $104 | — | $104 | 1.25% |
| MARIA VANDYKE3 | 13 PAWNEE COURT MAUMELLE, AR 72113 | USAABLE LIFE | $46 | — | $46 | 0.56% |
| JEFFREY DUNCAN3 | 516 E MILLSAP RD, STE 103 FAYETTEVILLE, AR 72703 | USAABLE LIFE | $37 | — | $37 | 0.45% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | USABLE LIFE | 781 | $201K |
| Short-term disability | USABLE LIFE | 781 | $117K |
| Long-term disability | USABLE LIFE | 781 | $128K |
| Other(2 contracts, 2 carriers) | USABLE LIFE | 781 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 781 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.