| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER, SUITE 900 HOUSTON, TX 77056 | BLUE CROSS BLUE SHIELD OF TEXAS | $91K | — | $91K | 3.49% |
| MESIROW INSURANCE SERVICES INC3 | 353 N CLARK ST CHICAGO, IL 60054 | BLUE CROSS BLUE SHIELD OF TEXAS | — | $30K | $30K | 1.17% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | BLUE CROSS BLUE SHIELD OF TEXAS | $30K | — | $30K | 1.15% |
| ALLIANT INSURANCE SERVICES, INC.3 | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $34K | $35 | $34K | 8.75% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13K | $13K | 3.25% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE. SUITE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $11K | $11K | 2.87% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 1.18% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $35 | $6K | 19.52% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 3.40% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $917 | $917 | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $370 | $370 | 1.21% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $35 | $6K | 22.70% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 3.99% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $972 | $972 | 3.53% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $388 | $388 | 1.41% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $63 | $4 | $67 | 0.24% |
| ALLIANT INSURANCE SERVICES, INC.3 | 32 OLD SLIP FINANCIAL SQUARE HOUSTON, TX 77056 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $3K | — | $3K | 9.66% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $876 | $876 | 3.38% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $751 | $751 | 2.90% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $331 | $331 | 1.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $35 | $5K | 22.71% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $812 | $812 | 4.03% |
| PLANSOURCE BENEFIT ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLAND, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $682 | $682 | 3.38% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $256 | $256 | 1.27% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $4 | — | $4 | 0.02% |
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 | 329 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 336 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 634 | $2.6M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 763 | $420K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 763 | $394K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 763 | $394K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 763 | $394K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 763 | $394K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF TEXAS | 634 | $2.6M |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 763 | $472K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 763 | — |
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.