| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | 12712 PARK CENTRAL DR, STE 100 DALLAS, TX 75251 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $40K | $0 | $40K | 15.00% |
| BENEFIT ADVISORS SVCS GRP LLC3 Filed as: BENEFIT ADVISORS SVCS GRP, LLC | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | PO BOX 9207 DES MOINES, IA 50306 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.49% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | 12712 PARK CENTRAL DR, STE 100 DALLAS, TX 75251 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | $0 | $13K | 15.00% |
| BENEFIT ADVISORS SVCS GRP LLC3 Filed as: BENEFIT ADVISORS SVCS GRP, LLC | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | PO BOX 9207 DES MOINES, IA 50306 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $431 | $431 | 0.50% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | 12712 PARK CENTRAL DR, STE 100 DALLAS, TX 75251 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | $0 | $12K | 15.00% |
| BENEFIT ADVISORS SVCS GRP LLC3 Filed as: BENEFIT ADVISORS SVCS GRP, LLC | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | PO BOX 9207 DES MOINES, IA 50306 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $419 | $419 | 0.51% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | 12712 PARK CENTRAL DR, STE 100 DALLAS, TX 75251 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 15.00% |
| BENEFIT ADVISORS SVCS GRP LLC3 Filed as: BENEFIT ADVISORS SVCS GRP, LLC | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $510 | $0 | $510 | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | PO BOX 9207 DES MOINES, IA 50306 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $152 | $152 | 0.60% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | 12712 PARK CENTRAL DR, STE 100 DALLAS, TX 75251 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 15.00% |
| BENEFIT ADVISORS SVCS GRP LLC3 Filed as: BENEFIT ADVISORS SVCS GRP, LLC | 1120 SANCTUARY PKWY, STE 375 ALPHARETTA, GA 30009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $376 | $0 | $376 | 2.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES, INC | PO BOX 9207 DES MOINES, IA 50306 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $88 | $88 | 0.47% |
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(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 700 | $314K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 781 | $83K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 750 | $87K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 700 | $44K |
| 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.