| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| QUICKBENEFITS LLC3 | 6125 LUTHER LN STE 240 DALLAS, TX 752256202 | UNITED HEALTHCARE INSURANCE COMPANY | $131K | — | $131K | 0.91% |
| PETRA PACIFIC INSURANCE SERVICE INC3 | 13950 CERRITOS CORPORATE DR STE A CERRITOS, CA 907032468 | UNITED HEALTHCARE INSURANCE COMPANY | $52K | — | $52K | 0.36% |
| LEAVITT GROUP3 Filed as: LEAVITT CENTRAL COAST INSURANCE SVC | 950 E BLANCO RD STE 103 SALINAS, CA 939014419 | UNITED HEALTHCARE INSURANCE COMPANY | $27K | — | $27K | 0.19% |
| LUMIX INSURANCE AGENCY INC3 Filed as: LUMIX INSURANCE AGENCY | 1214 11TH ST MODESTO, CA 953540710 | UNITED HEALTHCARE INSURANCE COMPANY | $25K | — | $25K | 0.18% |
| HYLANT GROUP INC3 | 565 METRO PL S STE 450 DUBLIN, OH 430175386 | UNITED HEALTHCARE INSURANCE COMPANY | $25K | — | $25K | 0.17% |
| MARK J MATSOCK3 Filed as: MARK JOHN MATSOCK | 5110 N 40TH ST STE 242 PHOENIX, AZ 850182151 | UNITED HEALTHCARE INSURANCE COMPANY | $22K | — | $22K | 0.15% |
| FOUNDATION RISK PARTNERS CORP3 | 23161 VENTURA BLVD STE 100 WOODLAND HILLS, CA 913641186 | UNITED HEALTHCARE INSURANCE COMPANY | $21K | — | $21K | 0.15% |
| BEERE & PURVES INC3 | 500 YGNACIO VALLEY RD STE 450 WALNUT CREEK, CA 945963853 | UNITED HEALTHCARE INSURANCE COMPANY | $20K | — | $20K | 0.14% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606945287 | UNITED HEALTHCARE INSURANCE COMPANY | $18K | — | $18K | 0.13% |
| LOWDERMILK & ASSOCIATES, INC3 | 5600 GREENWOOD PLAZA BLVD STE 325 GREENWOOD VILLAGE, CO 801112316 | UNITED HEALTHCARE INSURANCE COMPANY | $17K | — | $17K | 0.12% |
| PAYCHEX INSURANCE AGENCY, INC.3 | 225 KENNETH DR ROCHESTER, NY 146234277 | UNITED HEALTHCARE INSURANCE COMPANY | $17K | — | $17K | 0.11% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395946 | UNITED HEALTHCARE INSURANCE COMPANY | $16K | — | $16K | 0.11% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 950080667 | UNITED HEALTHCARE INSURANCE COMPANY | $16K | — | $16K | 0.11% |
| JEFFREY WALLACE3 Filed as: JEFFREY S WALLACE | 1806 TREE TOPS LN SEYMOUR, TN 378653706 | UNITED HEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 0.09% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | UNITED HEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 0.09% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INS INC | 110 CARILLON PKWY ST PETERSBURG, FL 337161201 | UNITED HEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 0.09% |
| CARMEL INSURANCE AGENCY INC3 | PO BOX 6117 CARMEL, CA 939216117 | UNITED HEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 0.09% |
| MODERN EDGE INSURANCE BROKERS, INC3 | 525 W MAIN ST STE 130 VISALIA, CA 932916170 | UNITED HEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 0.08% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES, | 32110 AGOURA RD WESTLAKE VILLAGE, CA 913614026 | UNITED HEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 0.08% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES - GREENV | PO BOX 27149 GREENVILLE, SC 296162149 | UNITED HEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 0.08% |
| MARIO ELOY ROIZ3 | 10446 NW 31ST TER DORAL, FL 331721200 | UNITED HEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 0.08% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC - ARIZONA | 7310 N 16TH ST STE 226 PHOENIX, AZ 850208212 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 0.07% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC | 11700 KATY FWY STE 1100 HOUSTON, TX 770791252 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 0.07% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS-JACKSONVIL | 400 GALLERIA PKWY SE STE 1950 ATLANTA, GA 303395989 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 0.07% |
| PWA INSURANCE SERVICES LLC3 | 2356 GOLD MEADOW WAY STE 140 GOLD RIVER, CA 956706323 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 0.07% |
| GROUP BENEFITS SOURCE INC3 | 2841 E EMPIRE ST STE 135 BLOOMINGTON, IL 617045496 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 0.07% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OH INC | 6450 ROCKSIDE WOODS BLVD S STE 250 INDEPENDENCE, OH 441312237 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 0.07% |
| LOTUS BENEFITS CORP3 | 2655 1ST ST STE 250 SIMI VALLEY, CA 930651574 | UNITED HEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 0.06% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE), INC | 1901 ROXBOROUGH RD STE 300 CHARLOTTE, NC 282115588 | UNITED HEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 0.06% |
| JEAN ANN STEVENS3 | 85 DORNOCH DR PAWLEYS ISL, SC 295856779 | UNITED HEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 0.06% |
| STEPHEN F HOLMES3 | 6505 LEE HWY CHATTANOOGA, TN 374212420 | UNITED HEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 0.06% |
| INSURANCE NETWORK AGENCY3 | 732 CAPITAL AVE SW BATTLE CREEK, MI 490155018 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL & HENRY CO THE | 1001 HIGHLANDS PLAZA DR W STE 500 SAINT LOUIS, MO 631101337 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| HUNTINGTON INSURANCE INC3 | 37 W BROAD ST STE 700 COLUMBUS, OH 432154132 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| EMPLOYER INSURANCE SOLUTIONS LLC3 | 2101 N 9TH AVE PENSACOLA, FL 325033946 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| WILLIAM RAY WILLIAMS3 | 1105 EAGLE CIR NE TOWNSEND, GA 313313160 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| ENROLLEASE3 Filed as: CARAVUS LLC | 168 N MERAMEC AVE STE 300 SAINT LOUIS, MO 631053758 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| INSGROUP INC3 Filed as: CREST INSURANCE GROUP OF COLORADO L | 5285 E WILLIAMS CIR STE 4500 TUCSON, AZ 857117456 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| ALPINE LIFE PLANNING STRATEGIES INC3 | 15936 E TALL TIMBER LN PARKER, CO 801344347 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| JACK RICE INSURANCE LLC3 | 9455 KOGER BLVD N STE 100 ST PETERSBURG, FL 337022431 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| D H REEVES LLC3 | PO BOX 15210 MONROE, LA 712075210 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| SCOTT BRICK EASTMAN3 | PO BOX 6009 ASHLAND, VA 230056009 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.05% |
| TAGGART & ASSOCIATES INC3 | PO BOX 147 BOULDER, CO 803060147 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.04% |
| CLEARPATH BENEFIT ADVISORS LLC3 | 300 SPRUCE ST STE 250 COLUMBUS, OH 432151176 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.04% |
| PCF INSURANCE SERVICES OF THE WEST3 | 3175 COMMERCIAL AVE STE 200 NORTHBROOK, IL 600621924 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.04% |
| JUDE BROUSSARD3 | 2020 W PINHOOK RD STE 301 LAFAYETTE, LA 705083212 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.04% |
| WILEY MURCH MOORER JR3 | 509 E PRESIDENT ST SAVANNAH, GA 314013504 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.04% |
| IRONWOOD BENEFITS ADVISORY SERVICES3 | 4401 NORTHSIDE PKWY NW STE 800 ATLANTA, GA 303273093 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.04% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC-LA | 3900 N CAUSEWAY BLVD STE 1042 METAIRIE, LA 700027285 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.04% |
| LORI LEWISON, WORKPLACE MARKET INS3 Filed as: LORI DIANE LEWISON | 3220 W 57TH ST 910 SIOUX FALLS, SD 571083145 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.04% |
| MARC JACOBSON3 Filed as: MARC JACOBSON & ASSOCIATES LLC | 425 HUEHL RD BLDG 16B NORTHBROOK, IL 600622366 | UNITED HEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 | 4401 NORTHSIDE PKWY NW STE 800 ATLANTA, GA 303273093 | UNITED HEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 0.03% |
| BRESKE & BRESKE INC3 | PO BOX 605 WINTER PARK, FL 327900605 | UNITED HEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 0.03% |
| H2H ENROLLMENTS, LLC3 | 20235 N CAVE CREEK RD PHOENIX, AZ 850244424 | UNITED HEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 0.03% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. (THE) | 1612 MARION ST COLUMBIA, SC 292012939 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.03% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 700 CENTRAL AVE STE 300 SAINT PETERSBURG, FL 337013699 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.03% |
| PARAGON PARTNERS LTD3 | 9420 E DOUBLETREE RANCH RD STE C103 SCOTTSDALE, AZ 852585589 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.03% |
| DARAN HINES REEVES3 | PO BOX 15210 MONROE, LA 712075210 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.03% |
| BLUE CHIP CONSORTIUM LLC3 Filed as: BLUE CHIP CONSORTIUM LLC (THE) | 390 S WOODS MILL RD STE 100 CHESTERFIELD, MO 630173489 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.03% |
| EAGADIGM MARKETING LLC TOTAL3 Filed as: EAGADIGM MARKETING, LLC | 1477 GRACE LAKE CIR LONGWOOD, FL 327502834 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.02% |
| THE BOON INSURANCE AGENCY3 Filed as: THE BOON INSURANCE AGENCY INC | 234 SPRING LAKE DR ITASCA, IL 601433202 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.02% |
| KNUTSEN MARTIN & SON INC3 | PO BOX 657 ASTORIA, OR 971030657 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.02% |
| TIMOTHY T LOWE JR3 | 5408 NW 88TH ST STE 120 JOHNSTON, IA 501312953 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.02% |
| MUTUAL MED INSURANCE SERVICES3 Filed as: MUTUAL MED INSURANCE SERVICES LLC | 4321 E 60TH ST DAVENPORT, IA 528073505 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 2333 WAUKEGAN RD STE 100 BANNOCKBURN, IL 600155508 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.02% |
| RUSSELL B CHILDERS JR3 | PO BOX 1547 AMERICUS, GA 317091547 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.02% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE - FLORIDA | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 752511814 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.02% |
| CHOICE BENEFITS INC3 | 9007 BRITTANY WAY TAMPA, FL 336194351 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.01% |
| DDCL INC.3 | 1801 S MEYERS RD STE 150 OAKBROOK TERRACE, IL 601815255 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.01% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC - RIVER VA | PO BOX 10261 PEORIA, IL 616120261 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.01% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.01% |
| KAREN LEIGH HUDGINS3 | 13803 VILLAGE MILL DR STE 300 MIDLOTHIAN, VA 231144386 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.01% |
| ROBERTSON RYAN & ASSOCIATES3 Filed as: ROBERTSON RYAN & ASSOCIATES INC | 330 E KILBOURN AVE STE 850 MILWAUKEE, WI 532023170 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.01% |
| MATRIX INSURANCE AGENCY3 Filed as: MATRIX GROUP INSURANCE AGENCY | 42840 CHRISTY ST STE 107 FREMONT, CA 945383194 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.01% |
| INSURANCE AGENCY OF COLORADO INC3 | 350 INDIANA ST STE 750 GOLDEN, CO 804015099 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.01% |
| KEANEY FINANCIAL SERVICES CORP3 | 759 SW FEDERAL HWY STE 326 STUART, FL 349942933 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.01% |
| JEANINE KINZIE3 | 3205 68TH ST SE CALEDONIA, MI 493168425 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL BENEFITS LLC | 712 IAA DR BLOOMINGTON, IL 617012228 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.01% |
| THE BROKERAGE NET INC3 | 2435 W BERWYN AVE APT 3A CHICAGO, IL 606252331 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.01% |
| LEAVITT GROUP3 Filed as: LEAVITT UNITED INSURANCE SERVICES I | 2358 MARITIME DR STE 100 ELK GROVE, CA 957583662 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.01% |
| DON ALAN POLLARD3 | 1017 BURLWOOD DR SAN JOSE, CA 951202106 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.01% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INSURANCE & FINANCIAL SERVICES, | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 752511814 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.01% |
| C.D. SIMONIAN INSURANCE INC3 | PO BOX 370 FOWLER, CA 936250370 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.01% |
| UNISOURCE INS ASSOC LLC3 | 10425 W NORTH AVE STE 226 WAUWATOSA, WI 532262416 | UNITED HEALTHCARE INSURANCE COMPANY | $975 | — | $975 | 0.01% |
| UNDERHILL INSURANCE AGENCY INC3 | PO BOX 626 WOODLAND HLS, CA 913650626 | UNITED HEALTHCARE INSURANCE COMPANY | $962 | — | $962 | 0.01% |
| CREST INSURANCE GROUP LLC3 | 5285 E WILLIAMS CIR STE 4500 TUCSON, AZ 857117456 | UNITED HEALTHCARE INSURANCE COMPANY | $831 | — | $831 | 0.01% |
| RICHARD W BLANTON3 | 5534 GALERIA DR STE D BATON ROUGE, LA 708166097 | UNITED HEALTHCARE INSURANCE COMPANY | $794 | — | $794 | 0.01% |
| EMPLOYEE BENEFITS OF VIRGINIA LLC3 | 4130A INNSLAKE DR GLEN ALLEN, VA 230603344 | UNITED HEALTHCARE INSURANCE COMPANY | $709 | — | $709 | 0.00% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC | 10320 ORLAND PKWY ORLAND PARK, IL 604675695 | UNITED HEALTHCARE INSURANCE COMPANY | $681 | — | $681 | 0.00% |
| ADP INC3 Filed as: AUTOMATIC DATA PROCESSING INS AGCY | 71 HANOVER RD FLORHAM PARK, NJ 079321502 | UNITED HEALTHCARE INSURANCE COMPANY | $666 | — | $666 | 0.00% |
| LEAVITT GROUP3 Filed as: MCDONALD-LEAVITT INSURANCE AGENCY I | 2800 CLEVELAND AVE STE D SANTA ROSA, CA 954032784 | UNITED HEALTHCARE INSURANCE COMPANY | $578 | — | $578 | 0.00% |
| INSURANCE RESOURCE GROUP INC3 | 106 OIL CENTER DR STE 250 LAFAYETTE, LA 705032459 | UNITED HEALTHCARE INSURANCE COMPANY | $334 | — | $334 | 0.00% |
| GCG FINANCIAL LLC3 Filed as: SAGE BENEFIT ADVISORS, AN ALERA GRO | 1501 S LEMAY AVE UNIT 200 FORT COLLINS, CO 805244253 | UNITED HEALTHCARE INSURANCE COMPANY | $261 | — | $261 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J.W. TERRILL, A MARSH & MCLENNAN AG | 825 MARYVILLE CENTRE DR STE 200 CHESTERFIELD, MO 630175942 | UNITED HEALTHCARE INSURANCE COMPANY | $258 | — | $258 | 0.00% |
| WILLIAM MORGAN SHELTON3 | 3031 MAGNOLIA AVE PENSACOLA, FL 325034178 | UNITED HEALTHCARE INSURANCE COMPANY | -$28 | — | -$28 | -0.00% |
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 | 2,988 | 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) | 2,988 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 2,988 | $14.4M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 2,988 | $14.4M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 2,988 | $14.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,988 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.