| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: MEADORS, ADAMS & LEE INC. | PO BOX 3456 LITTLE ROCK, AR 72203 | UNITEDHEALTHCARE INSURANCE COMPANY | $37K | — | $37K | 5.26% |
| ASSUREDPARTNERS3 Filed as: MEADORS, ADAMS & LEE INC. | 100 RIVER MARKET AVENUE SUITE 300 LITTLE ROCK, AR 72201 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 9.16% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD. STE 200 HAUPPAUGE, NY 11788 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $1K | $4K | 6.34% |
| ASSUREDPARTNERS3 Filed as: MEADORS, ADAMS & LEE INC. | 100 RIVER MARKET AVE SUITE 300 LITTLE ROCK, AR 72201 | ALLSTATE BENEFITS | $474 | — | $474 | 1.26% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BOULEVARD 2ND FLOOR HAUPPAUGE, NY 11788 | ALLSTATE BENEFITS | $52 | — | $52 | 0.14% |
| ASSUREDPARTNERS3 Filed as: MEADORS, ADAMS, & LEE, INC. | PO BOX 3456 LITTLE ROCK, AR 72203 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $933 | $4K | 19.99% |
| ARCHON LLC3 | 225 WIRELESS BLVD. HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $933 | $933 | 5.00% |
| ASSUREDPARTNERS3 Filed as: MEADORS, ADAMS & LEE INC. | 100 RIVER MARKET AVE SUITE 300 LITTLE ROCK, AR 72201 | ALLSTATE BENEFITS | $4K | — | $4K | 25.27% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BOULEVARD 2ND FLOOR HAUPPAUGE, NY 11788 | ALLSTATE BENEFITS | $291 | — | $291 | 1.85% |
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 | 155 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 83 | $775K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 166 | $62K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 166 | $62K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 36 | $19K |
| Other(2 contracts) | ALLSTATE BENEFITS | 155 | $53K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 166 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.