| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FAIRWAY PARTNERS LLC3 Filed as: FAIRWAY PARTNERS | 5944 LUTHER LN, STE 307 DALLAS, TX 752255960 | METROPOLITAN LIFE INSURANCE COMPANY | $39K | $8K | $47K | 11.04% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LANE, SUITE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 15.00% |
| STHEALTH BENEFIT SOLUTIONS LLC3 Filed as: STHEALTH BNFT SOLUTIONS LLC | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $8K | $8K | 10.57% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN, STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 10.00% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 9.19% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LANE, SUITE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| STHEALTH BENEFIT SOLUTIONS LLC3 Filed as: STHEALTH BNFT SOLUTIONS LLC | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 10.02% |
| STHEALTH BENEFIT SOLUTIONS LLC3 Filed as: STHEALTH BNFT SOLUTIONS LLC | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 12.49% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LANE, STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 36.63% |
| STEALTH PARTNER GROUP LLC3 | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $716 | $716 | 4.82% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LANE STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 32.18% |
| STEALTH PARTNER GROUP LLC3 | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 8.19% |
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 | 1,157 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 846 | $423K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 846 | $423K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,157 | $119K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 490 | $55K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 236 | $39K |
| Other(4 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,157 | $147K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,157 | — |
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.