| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | ANTHEM HEALTH PLANS, INC. (G1800) | $44K | — | $44K | 2.80% |
| AXIS BENEFITS CONSULTANTS, INC.3 Filed as: AXIS BENEFITS CONSULTANTS | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $42K | — | $42K | 4.01% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | $50K | — | $50K | 5.14% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA RD WEST LAKE VILLAGE, CA 91361 | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | — | $20K | $20K | 2.09% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE. 1400 WESTMONT, IL 60559 | SUN LIFE ASSURANCE COMPANY OF CANADA | $37K | — | $37K | 11.17% |
| AXIS BENEFITS CONSULTANTS, INC.3 Filed as: AXIS BENEFITS CONSULTANTS | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $5K | $9K | 8.00% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | SUN LIFE ASSURANCE COMPANY OF CANADA | $12K | — | $12K | 16.40% |
| AXIS BENEFITS CONSULTANTS, INC.3 Filed as: AXIS BENEFITS CONSULTANTS | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $3K | $7K | 10.92% |
| AMWINS3 Filed as: LISI INSURANCE SERVICES, INC. | 1600 W HILLSDALE BLVD STE 201 SAN MATEO, CA 94402 | METROPOLITIAN LIFE INSURANCE COMPANY | $2K | $1K | $3K | 6.76% |
| TRILLIUM INSURANCE SERVICES3 Filed as: TRILLIUM INSURANCE SERVICES, INC. | 5171 YEARLING AVE IRVINE, CA 92604 | METROPOLITIAN LIFE INSURANCE COMPANY | $1K | — | $1K | 2.63% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD STE 200 DOWNERS GROVE, IL 60515 | METROPOLITIAN LIFE INSURANCE COMPANY | $1K | — | $1K | 2.30% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $6K | $3K | $8K | 39.70% |
| AXIX BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE. 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $2K | $627 | $3K | 24.60% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $297 | $56 | $353 | 5.87% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 240 QUAIL RIDGE DRIVE WESTMONT, IL 60559 | HARTFORD LIFE & ACCIDENT | $643 | — | $643 | 15.00% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE. 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $117 | $53 | $170 | 12.72% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE. 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & CASUALTY INSURANCE COMPANY | $134 | $80 | $214 | 76.70% |
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 | 467 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 467 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | ANTHEM HEALTH PLANS, INC. (G1800) | 247 | $4.2M |
| Dental(4 contracts, 4 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | 196 | $1.8M |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | 371 | $1.0M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 708 | $327K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 708 | $327K |
| Long-term disability(6 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 708 | $367K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 143 | $625K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 467 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 708 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.