| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOTTOM LINE INSURANCE SVCS LLC3 Filed as: BOTTOM LINE INSURANCE SERVICES, LLC | — | AETNA | $35K | — | $35K | 6.58% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SERVICES | — | AETNA | $18K | — | $18K | 3.43% |
| BOTTOM LINE INSURANCE SVCS LLC3 Filed as: BOTTOM LINE INSURANCE SERVICES, LLC | — | AETNA | $29K | — | $29K | 6.02% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SERVICES | — | AETNA | $15K | — | $15K | 3.14% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | — | $9K | 10.00% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $538 | $538 | 0.59% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $206 | $206 | 0.51% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $277 | $277 | 2.54% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $120 | $120 | 1.11% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $924 | — | $924 | 10.01% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $262 | $262 | 2.93% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $348 | $348 | 4.10% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $806 | — | $806 | 15.01% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $234 | $234 | 4.36% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 1902 WRIGHT PL CORNERSTON CORPORATE CENTER 2ND CARLSBAD, CA 92008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $324 | — | $324 | 15.01% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $234 | $234 | 10.84% |
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 | 117 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 119 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA | 44 | $482K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 82 | $91K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 71 | $9K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 50 | $11K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 27 | $40K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 44 | $16K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 50 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 96 | — |
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.