| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE ORIENTATION COMPANY, INC.3 Filed as: THE ORIENTATION COMPANY, INC | 5 COWBOYS WAY, SUITE 300 FRISCO, TX 75034 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 8.43% |
| THE ORIENTATION COMPANY, INC.3 Filed as: THE ORIENTATION COMPANY, INC | 5 COWBOYS WAY, SUITE 300 FRISCO, TX 75034 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 8.65% |
| THE ORIENTATION COMPANY, INC.3 Filed as: THE ORIENTATION COMPANY, INC | 5 COWBOYS WAY, SUITE 300 FRISCO, TX 75034 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 8.80% |
| ACRISURE LLC4 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | — | $3K | 15.78% |
| CHRISTA G AUFDEMBERG INC4 Filed as: CHRISTA G AUFEDEMBERG INC | 13102 BROTTANY WOOD DRIVE TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | — | $2K | 12.56% |
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 | 857 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 869 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 857 | $168K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 329 | $95K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 389 | $164K |
| Other(6 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 857 | $413K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 857 | — |
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.