| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MADDOCK & ASSOCIATES LLC3 Filed as: MADDOCK & ASSOCIATES | 1407 WILLOW RD E SUITE C FIFE, WA 98424 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 14.10% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $591 | $591 | 5.11% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BNFT ADMNSTRS INC | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $572 | $572 | 4.95% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW RD E SUITE C FIFE, WA 98424 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $145 | — | $145 | 1.25% |
| MADDOCK & ASSOCIATES LLC3 Filed as: MADDOCK & ASSOCIATES | 1407 WILLOW RD E SUITE C FIFE, WA 98424 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 11.80% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BNFT ADMNSTRS INC | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $506 | $506 | 5.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $446 | $446 | 4.41% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW RD E SUITE C FIFE, WA 98424 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $145 | — | $145 | 1.43% |
| MADDOCK & ASSOCIATES LLC3 Filed as: MADDOCK & ASSOCIATES | 1407 WILLOW RD E SUITE C FIFE, WA 98424 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $891 | — | $891 | 11.84% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BNFT ADMNSTRS INC | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $377 | $377 | 5.01% |
| GIS BENEFITS INC | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $329 | $329 | 4.37% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW RD E SUITE C FIFE, WA 98424 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $96 | — | $96 | 1.28% |
| MADDOCK & ASSOCIATES LLC3 Filed as: MADDOCK & ASSOCIATES | 1407 WILLOW RD E SUITE C FIFE, WA 98424 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $902 | — | $902 | 13.74% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $332 | $332 | 5.06% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BNFT ADMNSTRS INC | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $329 | $329 | 5.01% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW RD E SUITE C FIFE, WA 98424 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $93 | — | $93 | 1.42% |
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 | 159 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 159 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 159 | $18K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 31 | $8K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 30 | $10K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 159 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 159 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.