| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WELLER INVESTMENT & INSURANCE3 Filed as: WELLER INVESTMENT & INSURANCE LLC | 2469 E FORT UNION BLVD STE 200 COTTONWOOD HEIGHTS, UT 841213371 | UNITED HEALTHCARE INSURANCE COMPANY | $129K | $4K | $132K | 5.06% |
| PARAGON PARTNERS LTD3 | 9420 E DOUBLETREE RANCH RD STE C103 SCOTTSDALE, AZ 852585589 | UNITED HEALTHCARE INSURANCE COMPANY | $21K | — | $21K | 0.81% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD HAUPPAGE, NY 11788 | PRINCIPAL LIFE INSURANCE COMPANY | — | $6K | $6K | 5.98% |
| WELL INVESTMENTS & RISK MGMT3 | PO BOX 71408 SALT LAKE CITY, UT 84171 | PRINCIPAL LIFE INSURANCE COMPANY | $5K | — | $5K | 4.90% |
| WELLER INVESTMENT & INSURANCE3 | PO BOX 71408 SALT LAKE CITY, UT 84171 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 13.96% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD FL2 HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.63% |
| STEALTH PARTNER GROUP LLC5 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $848 | $848 | 1.84% |
| WELLER INVESTMENT & INSURANCE3 | PO BOX 71408 SALT LAKE CITY, UT 84171 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 17.14% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD FL2 HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $807 | $807 | 4.07% |
| STEALTH PARTNER GROUP LLC5 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $128 | $128 | 0.65% |
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 | 144 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 144 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 316 | $2.6M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 121 | $107K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 121 | $107K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $20K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $46K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 316 | — |
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.