| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANE SERVICES | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72202 | DELTA DENTAL PLAN OF ARKANSAS | $25K | — | $25K | 4.29% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | DELTA DENTAL PLAN OF ARKANSAS | $18K | — | $18K | 3.08% |
| CALVIN DE WITT BIGGERS3 | ONE FINANCIAL CENTRE 650 S SHACKLEFORD # 300 LITTLE ROCK, AR 72211 | NORTHWESTERN MUTUAL | $6K | $2K | $8K | 1.60% |
| TODD CHRISTIAN BOSWELL3 | 10800 FNCL CENTRE PKWY SUITE 550 LITTLE ROCK, AR 72211 | NORTHWESTERN MUTUAL | $4K | $1K | $5K | 1.05% |
| NATHAN DANIEL KINARD3 | 10800 FNCL CENTRE PKWY SUITE 550 LITTLE ROCK, AR 72211 | NORTHWESTERN MUTUAL | $1K | $375 | $1K | 0.29% |
| MEEKS FINANCIAL GROUP LLC3 Filed as: MEEKS FNCL GRP LLC | 1770 KIRBY PKWY STE 400 FORUM III MEMPHIS, TN 38138 | NORTHWESTERN MUTUAL | $1K | $125 | $1K | 0.24% |
| ACRISURE LLC3 | 444 W MICHIGAN AVE KALAMAZOO, MI 49007 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | — | $14K | 7.60% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | — | $14K | 7.40% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 Filed as: PROFESSIONAL ENROLLMENT CONCEPTS IN | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 1.48% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $1K | $9K | 7.19% |
| ACRISURE LLC3 | 444 W MICHIGAN AVE KALAMAZOO, MI 49007 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 4.16% |
| ACRISURE LLC3 Filed as: ACRISURE LLC D/B/A RELIANCE INS GRO | 2163 UNIVERSITY PARK DR STE 200 OKEMOS, MI 48864 | METROPOLITAN LIFE INSURANCE COMPANY | — | $27 | $27 | 0.02% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 7.52% |
| ACRISURE LLC3 | 444 W MICHIGAN AVE KALAMAZOO, MI 49007 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 7.48% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 Filed as: PROFESSIONAL ENROLLMENT CONCEPTS IN | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 1.50% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | DBA PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $786 | $17K | 22.63% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $137 | $11K | 14.57% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | DBA PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $36K | $892 | $37K | 51.10% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $329 | $19K | 25.52% |
| ACRISURE LLC3 | 444 W MICHIGAN AVE KALAMAZOO, MI 49007 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | 8.18% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | DBA PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $519 | $22K | 46.53% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $220 | $11K | 23.61% |
| ACRISURE LLC3 | 444 W MICHIGAN AVE KALAMAZOO, MI 49007 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 7.15% |
| ACRISURE LLC3 Filed as: ACRISURE LLC D/B/A RELIANCEINS GROU | 2163 UNIVERSITY PARK DR STE 200 OKEMOS, MI 48864 | METROPOLITAN LIFE INSURANCE COMPANY | — | $10 | $10 | 0.02% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.01% |
| ACRISURE LLC3 | 444 W MICHIGAN AVE KALAMAZOO, MI 49007 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.99% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 Filed as: PROFESSIONAL ENROLLMENT CONCEPTS IN | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $689 | $689 | 1.50% |
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 | 689 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 690 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL PLAN OF ARKANSAS | 1,363 | $592K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,390 | $124K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 962 | $156K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 445 | $186K |
| Long-term disability | NORTHWESTERN MUTUAL | 974 | $493K |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 962 | $352K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,390 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.