| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | ATTN AMY WESTERBERG 650 E CARMEL DRIVE, SUITE 400 CARMEL, ID 46032 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $6K | $9K | 14.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | ATTN AMY WESTERBERG 650 E CARMEL DRIVE, SUITE 400 CARMEL, ID 46032 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 3.15% |
| EOI SERVICE COMPANY INC3 | 1820 EAST 1ST STREET SUITE 400 SANTA ANA, CA 92705 | COMBINED INSURANCE | $1K | — | $1K | 14.23% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 650 EAST CARMEL DRIVE SUITE 350 CARMEL, IN 46032 | COMBINED INSURANCE | $676 | — | $676 | 7.64% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | ATTN AMY WESTERBERG 650 E CARMEL DRIVE, SUITE 400 CARMEL, ID 46032 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $210 | $378 | $588 | 14.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | ATTN AMY WESTERBERG 650 E CARMEL DRIVE, SUITE 400 CARMEL, ID 46032 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $138 | $138 | 3.29% |
| EOI SERVICE COMPANY INC3 | 1820 EAST 1ST STREET SUITE 400 SANTA ANA, CA 92705 | TRANSAMERICA LIFE INSURANCE COMPANY | $433 | — | $433 | 13.48% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 650 EAST CARMEL DRIVE SUITE 350 CARMEL, IN 46032 | TRANSAMERICA LIFE INSURANCE COMPANY | $254 | — | $254 | 7.91% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES, LLC | PO BOX 9207 DES MOINES, IA 503069207 | TRANSAMERICA LIFE INSURANCE COMPANY | $62 | — | $62 | 1.93% |
| EOI SERVICE COMPANY INC3 | 1820 EAST 1ST STREET SUITE 400 SANTA ANA, CA 92705 | LEGAL ACCESS CONSULTING, LLC | $27 | — | $27 | 13.24% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 650 EAST CARMEL DRIVE SUITE 350 CARMEL, IN 46032 | LEGAL ACCESS CONSULTING, LLC | $14 | — | $14 | 6.86% |
| US NATIONAL BENEFIT PARTNERS WEST3 | 99 WOOD AVENUE SOUTH SUITE 501 ISELIN, NJ 08830 | LEGAL ACCESS CONSULTING, LLC | $10 | — | $10 | 4.90% |
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 | 186 | 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) | 186 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 97 | $1.0M |
| Dental(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 97 | $1.0M |
| Vision(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 97 | $1.0M |
| Life insurance | TRANSAMERICA LIFE INSURANCE COMPANY | 8 | $3K |
| Short-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 186 | $72K |
| Prescription drug(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 97 | $1.0M |
| Other(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 148 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 186 | — |
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.