| 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) | $28K | — | $28K | 1.94% |
| 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. | $58K | — | $58K | 4.70% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | $51K | — | $51K | 5.07% |
| 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) | — | $21K | $21K | 2.05% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE. 1400 WESTMONT, IL 60559 | SUN LIFE ASSURANCE COMPANY OF CANADA | $32K | — | $32K | 9.79% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | SUN LIFE ASSURANCE COMPANY OF CANADA | $10K | — | $10K | 14.15% |
| 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 | $5K | $2K | $7K | 9.97% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $11K | $394 | $12K | 35.83% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD STE 200 DOWNERS GROVE, IL 60515 | METROPOLITIAN LIFE INSURANCE COMPANY | $2K | — | $2K | 8.35% |
| AMWINS3 Filed as: LISI INSURANCE SERVICES, INC. | 1600 W HILLSDALE BLVD STE 201 SAN MATEO, CA 94402 | METROPOLITIAN LIFE INSURANCE COMPANY | $1K | — | $1K | 6.83% |
| AXIX BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE. 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 20.07% |
| 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 | $205 | — | $205 | 4.86% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE. 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY | $124 | — | $124 | 9.53% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 777 OAKMONT LANE STE 1400 WESTMONT, IL 60559 | SUN LIFE & HEALTH INSURANCE COMPANY (U.S.) | $89 | — | $89 | 9.17% |
| AXIS BENEFITS CONSULTANTS, INC.3 | 1901 BUTTERFIELD RD. STE. 200 DOWNERS GROVE, IL 60515 | PROVIDENT LIFE & CASUALTY INSURANCE COMPANY | $305 | — | $305 | 38.36% |
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 | 728 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 728 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | ANTHEM HEALTH PLANS, INC. (G1800) | 448 | $4.2M |
| Dental(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | 209 | $1.5M |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY (G0360) | 351 | $1.1M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 694 | $322K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 694 | $323K |
| Long-term disability(6 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 694 | $374K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 106 | $515K |
| Other(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 728 | $401K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 728 | — |
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.