| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PEOPLE PERFORMANCE LLC3 Filed as: PEOPLE PERFORMANCE LLC / ERICK KUHN | 80 NORTH 100 EAST PROVO, UT 84606 | EDUCATORS MUTUAL PLANS LIFE ACCIDENT AND HEALTH INC | $55K | — | $55K | 4.00% |
| PEOPLE PERFORMANCE LLC3 Filed as: PEOPLE PERFORMANCE LLC / ERICK KUHN | 80 NORTH 100 EAST PROVO, UT 84606 | EDUCATORS MUTUAL PLANS LIFE ACCIDENT AND HEALTH INC | $2K | — | $2K | 3.00% |
| PEOPLE PERFORMANCE LLC3 Filed as: PEOPLE PERFORMANCE LLC / ERICK KUHN | 80 NORTH 100 EAST PROVO, UT 84606 | VISION SERVICE PLAN | $1K | — | $1K | 10.00% |
| CUSTOM INSURANCE SPECIALISTS INC3 | 886 E 3200 N KAMAS, UT 84036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $509 | $14 | $523 | 8.71% |
| PEOPLE PERFORMANCE LLC3 Filed as: PEOPLE PERFORMANCE LLC / ERICK KUHN | 80 NORTH 100 EAST PROVO, UT 84606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $455 | — | $455 | 7.58% |
| JILL HUGHES3 | 6510 S TAMRA DR TAYLORSVILLE, UT 84129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $111 | $7 | $118 | 1.97% |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | EDUCATORS MUTUAL PLANS LIFE ACCIDENT AND HEALTH INC | 171 | $1.4M |
| Dental | EDUCATORS MUTUAL PLANS LIFE ACCIDENT AND HEALTH INC | 177 | $68K |
| Vision | VISION SERVICE PLAN | 120 | $12K |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 7 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 177 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.