| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 161 WASHINGTON STREET SUITE 1200 CONSHOHOCKEN, PA 19428 | ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. | $20K | — | $20K | 0.89% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. | $19K | — | $19K | 0.83% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $2K | $10K | 16.48% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $890 | $3K | 5.29% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE HORTON GROUP A MARSH & MCLENNAN | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METROPOLITAN LIFE INSURANCE COMPANY | — | $53 | $53 | 0.08% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $68 | $2K | 14.94% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $568 | $85 | $653 | 5.51% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $264 | $264 | 2.23% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE HORTON GROUP A MARSH & MCLENNAN | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METROPOLITAN LIFE INSURANCE COMPANY | — | $53 | $53 | 0.45% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METROPOLITAN LIFE INSURANCE COMPANY | $928 | $40 | $968 | 21.43% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST. MORRIS, IA 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $232 | $39 | $271 | 6.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $62 | $62 | 1.37% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE HORTON GROUP A MARSH & MCLENNAN | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METROPOLITAN LIFE INSURANCE COMPANY | — | $53 | $53 | 1.17% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METROPOLITAN LIFE INSURANCE COMPANY | $772 | $36 | $808 | 20.86% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $193 | $32 | $225 | 5.81% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $71 | $71 | 1.83% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP A MARASH & MCLENNA | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METROPOLITAN LIFE INSURANCE COMPANY | — | $53 | $53 | 1.37% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP, INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | METLIFE LEGAL PLANS | $275 | $89 | $364 | 19.86% |
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 | 103 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. | 211 | $2.3M |
| Dental | ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. | 211 | $2.3M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 210 | $63K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 210 | $63K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 210 | $63K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 210 | $63K |
| Other(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 210 | $85K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 211 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.