| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 NORTH PIMA ROAD STE 210 SCOTTSDALE, AZ 85255 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | $9K | $38K | 19.13% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 2.72% |
| N-GAGE LLC3 | 7325 JANES AVE WOODRIDGE, IL 605172350 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $366 | $3K | 8.30% |
| SHEALTH BENEFIT SOLUTIONS LLC3 | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 3.86% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $885 | $885 | 2.74% |
| N-GAGE LLC3 | 7325 JANES AVE WOODRIDGE, IL 605172350 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $283 | $2K | 8.96% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH BENEFIT SOLUTIONS LLC | 18940 NORTH PIMA RD STE 210 SCOTTSDALE, AZ 85255 | METROPOLITAN LIFE INSURANCE COMPANY | $960 | — | $960 | 4.16% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | — | $634 | $634 | 2.75% |
| N-GAGE LLC3 | 7325 JANES AVE WOODRIDGE, IL 605172350 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $90 | $2K | 16.42% |
| SHEALTH BENEFIT SOLUTIONS LLC3 | 19840 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 10.07% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $406 | $406 | 4.06% |
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 | 1,175 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 219 | $65K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 455 | $200K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 455 | $200K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 455 | $200K |
| Stop-loss / reinsurancereinsurance | SUN LIFE | 1,169 | $1.1M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 455 | $200K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,169 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.