| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: DWIGHT ANDRUS INSURANCE INC | 500 DOVER BLVD LAFAYETTE, LA 70503 | EQUITABLE | $4K | — | $4K | 9.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1141 MONTLIMAR DR, SUITE 2500 MOBILE, AL 36609 | EQUITABLE | $2K | — | $2K | 5.21% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | EQUITABLE | $2K | — | $2K | 5.05% |
| SOUTHERN NATL MARKETING CO3 | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE | $2K | — | $2K | 4.14% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMINISTRATORS | PO BOX 9201, BLDG I, SUITE 100 AUSTIN, TX 78766 | EQUITABLE | — | $2K | $2K | 4.00% |
| ASSUREDPARTNERS3 Filed as: DWIGHT ANDRUS INSURANCE INC | 500 DOVER BLVD, SUTE 110 LAFAYETTE, LA 70503 | EQUITABLE | $4K | — | $4K | 10.02% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | EQUITABLE | $2K | — | $2K | 5.22% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1141 MONTLIMAR DR, SUTE 2500 MOBILE, AL 36609 | EQUITABLE | $2K | — | $2K | 5.02% |
| SOUTHERN NATL MARKETING CO3 | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE | $1K | — | $1K | 4.17% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMINISTRATORS | PO BOX 9201, BLDG I, SUITE 100 AUSTIN, TX 78766 | EQUITABLE | — | $1K | $1K | 3.98% |
| ASSUREDPARTNERS3 Filed as: DWIGHT ANDRUS INSURANCE INC | 500 DOVER BLVD, SUITE 110 LAFAYETTE, LA 70503 | EQUITABLE | $3K | — | $3K | 10.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | EQUITABLE | $2K | — | $2K | 5.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1141 MONTLIMAR DR, SUITE 2500 MOBILE, AL 36609 | EQUITABLE | $1K | — | $1K | 5.00% |
| SOUTHERN NATL MARKETING CO3 | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE | $1K | — | $1K | 4.16% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMINISTRATORS | PO BOX 9201, BLDG I, SUITE 100 AUSTIN, TX 78766 | EQUITABLE | — | $1K | $1K | 4.00% |
| ASSUREDPARTNERS3 Filed as: DWIGHT ANDRUS INSURANCE INC | 500 DOVER BLVD, SUITE 110 LAFAYETTE, LA 70503 | EQUITABLE | $3K | — | $3K | 9.97% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | EQUITABLE | $1K | — | $1K | 5.19% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1141 MONTLIMAR DR, SUITE 2500 MOBILE, AL 36609 | EQUITABLE | $1K | — | $1K | 5.03% |
| SOUTHERN NATL MARKETING CO3 | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE | $1K | — | $1K | 4.17% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMINISTRATORS | PO BOX 9201, BLDG I, SUITE 100 AUSTIN, TX 78766 | EQUITABLE | — | $1K | $1K | 4.00% |
| ASSUREDPARTNERS3 Filed as: DWIGHT ANDRUS INSURANCE INC | 500 DOVER BLVD, SUITE 110 LAFAYETE, LA 70503 | EQUITABLE | $2K | — | $2K | 9.97% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | EQUITABLE | $1K | — | $1K | 5.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1141 MONTLIMAR DR, SUITE 2500 MOBILE, AL 36609 | EQUITABLE | $1K | — | $1K | 5.03% |
| SOUTHERN NATL MARKETING CO3 | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE | $949 | — | $949 | 4.15% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMINISTRATORS | PO BOX 9201, BLDG I, SUITE 100 AUSTIN, TX 78766 | EQUITABLE | — | $915 | $915 | 4.00% |
| ASSUREDPARTNERS3 Filed as: DWIGHT ANDRUS INSURANCE INC | 500 DOVER BLVD, SUITE 110 LAFAYETTE, LA 70503 | EQUITABLE | $936 | — | $936 | 9.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1141 MONTLIMAR DR, SUITE 2500 MOBILE, AL 36609 | EQUITABLE | $504 | — | $504 | 5.24% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | EQUITABLE | $477 | — | $477 | 4.96% |
| SOUTHERN NATL MARKETING CO3 | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE | $397 | — | $397 | 4.13% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT ADMINISTRATORS | PO BOX 9201, BLDG I, SUITE 100 AUSTIN, TX 78766 | EQUITABLE | — | $388 | $388 | 4.04% |
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 | 185 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 185 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | EQUITABLE | 107 | $44K |
| Vision | EQUITABLE | 107 | $10K |
| Life insurance | EQUITABLE | 177 | $35K |
| Short-term disability | EQUITABLE | 78 | $28K |
| Long-term disability | EQUITABLE | 47 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 177 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.