| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DEAN F CORBETT3 | 2621 S 3270 W WEST VALLEY CITY, UT 84119 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 3.02% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GROUP BENEFIT ADMINISTRATORS, INC. EIN 87-0325420 NONE | Investment management; Contract Administrator; Direct payment from the plan Service code 13 | — | $2.8M |
| PREMIER HEALTHCARE EXCHANGE, INC. EIN 86-1040704 NONE | Direct payment from the plan; Other fees Service code 50 | — | $273K |
| CORBETT BENEFIT PLANS SERVIVCE CO. EIN 87-0271565 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $249K |
| WISE NETWORK EIN 20-3082496 NONE | Direct payment from the plan; Other fees Service code 50 | — | $131K |
| PMCS EIN 45-5288656 NONE | Direct payment from the plan; Other fees Service code 50 | — | $126K |
| PRINCE YEATES & GELDZAHLER EIN 87-0156805 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| DENVER MANAGEMENT ADVISORS, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 2825 E COTTONWOOD PKWY STE 500 SALT LAKE CITY, UT 84121 | $27K |
| RAEL & LETSON EIN 94-1701048 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $26K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| WSRP, LLC EIN 87-0517754 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| A&G HEALTHCARE EIN 75-2928103 NONE | Direct payment from the plan; Other fees Service code 50 | — | $13K |
| HAYNIE & CO. EIN 87-0325228 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $7K |
| LINDA REEVES NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 4273 E 100 N RIGBY, ID 83442 | $6K |
| CATAMARAN, INC. EIN 98-0167449 NONE | Other fees; Direct payment from the plan Service code 50 | — | $6K |
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 | 2,313 | 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) | 2,313 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,208 | $313K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,293 | $501K |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,208 | $313K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,293 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.