| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BEK RESOURCES LLC3 Filed as: BEK RESOURCES, LLC | 120 MARGUERITE DR., STE. 101 CRANBERRY TOWNSHIP, PA 16066 | DELTA DENTAL OF KENTUCKY | $41K | — | $41K | 3.28% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | DELTA DENTAL OF KENTUCKY | $16K | — | $16K | 1.32% |
| BLAKE CHAPMAN3 | 353 NORTH CLARK STREET, 11TH FLOOR CHICAGO, IL 60654 | PRIORITY HEALTH | $7K | — | $7K | 2.37% |
| EVAN B GERSON3 | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY TOWNSHIP, PA 16066 | PRIORITY HEALTH | $3K | — | $3K | 1.13% |
| BLAKE CHAPMAN3 | 353 NORTH CLARK STREET, 11TH FLOOR CHICAGO, IL 60654 | PRIORITY HEALTH | $3K | — | $3K | 2.28% |
| EVAN B GERSON3 | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY TOWNSHIP, PA 16066 | PRIORITY HEALTH | $2K | — | $2K | 1.22% |
| BLAKE CHAPMAN3 | 353 NORTH CLARK STREET, 11TH FLOOR CHICAGO, IL 60654 | PRIORITY HEALTH | $3K | — | $3K | 2.29% |
| EVAN B GERSON3 | 120 MARGUERITE DRIVE, SUITE 101 CRANBERRY TOWNSHIP, PA 16066 | PRIORITY HEALTH | $1K | — | $1K | 1.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT/MESIROW INSURANCE SERVICES | 353 NORTH CLARK STREET, SUITE 400 CHICAGO, IL 606543452 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $916 | $10K | 10.18% |
| BEK RESOURCES LLC3 | 120 MARGUERITE DR., STE 101 CRANBERRY TOWNSHIP, PA 160665007 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 5.11% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 353 NORTH CLARK STREET, SUITE 400 CHICAGO, IL 606544704 | METROPOLITAN LIFE INSURANCE COMPANY | $25 | — | $25 | 0.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT/MESIROW INSURANCE SERVICES | 353 NORTH CLARK STREET, SUITE 400 CHICAGO, IL 606543452 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $790 | $8K | 9.70% |
| BEK RESOURCES LLC3 | 120 MARGUERITE DR., STE. 101 CRANBERRY TOWNSHIP, PA 160665007 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 5.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 353 NORTH CLARK STREET, 11TH FL. CHICAGO, IL 60654 | HARTFORD LIFE AND ACCIDENT | $5K | — | $5K | 8.60% |
| BEK RESOURCES LLC3 | 120 MAUGUERITE DR., STE. 101 CRANBERRY TOWNSHIP, PA 16066 | HARTFORD LIFE AND ACCIDENT | $3K | — | $3K | 6.29% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | $723 | $723 | 1.34% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD., 2ND FLOOR HAUPPAUGE, NY 11788 | HARTFORD LIFE AND ACCIDENT | — | $454 | $454 | 0.84% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT/MESIROW INSURANCE SERVICES | 353 NORTH CLARK STREET, SUITE 400 CHICAGO, IL 606543452 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $368 | $3K | 10.81% |
| BEK RESOURCES LLC3 | 120 MARGUERITE DR., STE. 101 CRANBERRY TOWNSHIP, PA 160665007 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 5.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 353 NORTH CLARK STREET, SUITE 400 CHICAGO, IL 606544704 | METROPOLITAN LIFE INSURANCE COMPANY | $54 | — | $54 | 0.18% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT/MESIROW INSURANCE SERVICES | 353 NORTH CLARK STREET, SUITE 400 CHICAGO, IL 606543452 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $223 | $2K | 9.93% |
| BEK RESOURCES LLC3 | 120 MARGUERITE DR., STE. 101 CRANBERRY TOWNSHIP, PA 160665007 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 6.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1050 WILSHIRE BOULEVARD, SUITE 200 TROY, MI 48084 | HARTFORD LIFE AND ACCIDENT | $1K | — | $1K | 12.39% |
| BEK RESOURCES LLC3 | 120 MARGUERITE DR., STE. 101 CRANBERRY TOWNSHIP, PA 16066 | HARTFORD LIFE AND ACCIDENT | $212 | — | $212 | 2.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | $188 | $188 | 2.32% |
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 | 5,935 | 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) | 5,935 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | PRIORITY HEALTH | 32 | $555K |
| Dental | DELTA DENTAL OF KENTUCKY | 4,624 | $1.2M |
| Vision(2 contracts) | EYEMED VISION CARE | 4,182 | $245K |
| Life insurance(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 2,600 | $223K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 44 | $8K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 110 | $54K |
| Prescription drug(3 contracts) | PRIORITY HEALTH | 32 | $555K |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 2,600 | $223K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,624 | — |
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.