| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 0.99% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 1.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 1.03% |
| INTERMEDIARY SOLUTIONS COMPANY4 | 5 SAWGRASS CT. FRISCO, TX 75034 | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $5K | — | $5K | 17.12% |
| JACK SOARES II4 | 28 ONEIDA ST. NEW BRITAIN, CT 06053 | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $220 | — | $220 | 0.73% |
| PAT F PARKER4 | 7859 HICKORY BRANCH DR. FRISCO, TX 75034 | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $120 | — | $120 | 0.40% |
| INTERMEDIARY SOLUTIONS COMPANY4 | 5 SAWGRASS CT. FRISCO, TX 75034 | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $906 | — | $906 | 17.21% |
| PAT F PARKER4 | 7859 HICKORY BRANCH DR. FRISCO, TX 75034 | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $100 | — | $100 | 1.90% |
| INTERMEDIARY SOLUTIONS COMPANY4 | 5 SAWGRASS CT. FRISCO, TX 75034 | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $921 | — | $921 | 24.68% |
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 | 970 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 104 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,074 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,798 | $167K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 970 | $354K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 969 | $200K |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 970 | $393K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,798 | — |
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."
No prospect flags tripped on this filing.