| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK T. WIRA3 | 729 WEST ANN ARBOR TRAIL PLYMOUTH, MI 48170 | PRIORITY HEALTH | $21K | — | $21K | 2.74% |
| KENDRICK J. JACKSON3 | 2929 ALLEN PARKWAY SUITE 2500 HOUSTON, TX 77019 | PRIORITY HEALTH | $2K | — | $2K | 0.23% |
| MARK T. WIRA3 | 729 WEST ANN ARBOR TRAIL PLYMOUTH, MI 48170 | PRIORITY HEALTH INSURANCE COMPANY | $13K | $0 | $13K | 2.86% |
| KENDRICK J. JACKSON3 | 2929 ALLEN PARKWAY SUITE 2500 HOUSTON, TX 77019 | PRIORITY HEALTH INSURANCE COMPANY | $830 | $0 | $830 | 0.18% |
| WALTON AGENCY, INC.3 Filed as: WALTON AGENCY, LLC | 2929 SPRING ARBOR ROAD JACKSON, MI 49204 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $20K | $0 | $20K | 16.45% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE, 16TH FLOOR DALLAS, TX 75231 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.25% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $496 | $0 | $496 | 0.41% |
| WALTON AGENCY, INC.3 Filed as: WALTON AGENCY, LLC | PO BOX 3029 JACKSON, MI 49204 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $2K | $5K | 8.29% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | PRINCIPAL LIFE INSURANCE COMPANY | $116 | — | $116 | 0.20% |
| PARTNERS ADVANTAGE LLC3 Filed as: PARTNERS ADVANTAGE, LLC | 729 WEST ANN ARBOR TRAIL PLYMOUTH, MI 48170 | PRINCIPAL LIFE INSURANCE COMPANY | — | -$34 | -$34 | -0.06% |
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 | 123 | 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) | 123 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PRIORITY HEALTH | 184 | $1.2M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 193 | $58K |
| Vision(2 contracts, 2 carriers) | PRIORITY HEALTH | 184 | $1.2M |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 123 | $121K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 123 | $121K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 123 | $121K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 123 | $121K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 193 | — |
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."
No prospect flags tripped on this filing.