| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | BLUE CROSS BLUE SHIELD OF TEXAS | $131K | — | $131K | 4.53% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $2K | $20K | 5.04% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 1.96% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE. SUITE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $7K | $7K | 1.68% |
| ALLIANT INSURANCE SERVICES, INC.3 | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $55 | $3K | 0.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $993 | $993 | 0.26% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $188 | $3K | 8.89% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $576 | $576 | 1.52% |
| PLANSOURCE BENEFIT ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $494 | $494 | 1.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $109 | $55 | $164 | 0.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $33 | $33 | 0.09% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $143 | $3K | 7.31% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $449 | $449 | 1.25% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $391 | $391 | 1.09% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $93 | $93 | 0.26% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $56 | — | $56 | 0.16% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $99 | $2K | 7.43% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | METROPOLITAN LIFE INSURANCE COMPANY | $963 | $55 | $1K | 3.62% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $517 | $517 | 1.84% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | — | $449 | $449 | 1.60% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $109 | $109 | 0.39% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMINISTRATION, | PO BOX 932330 ATLANTA, GA 311932330 | METLIFE LEGAL PLANS | — | $2K | $2K | 20.98% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $942 | — | $942 | 8.35% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | METLIFE LEGAL PLANS | — | $153 | $153 | 1.36% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 3600 N CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | METLIFE LEGAL PLANS | — | $55 | $55 | 0.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 770565306 | METLIFE LEGAL PLANS | — | $2 | $2 | 0.02% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 606731298 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $859 | $107 | $966 | 9.02% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $378 | $378 | 3.53% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $324 | $324 | 3.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 32 OLD SLIP FINANCIAL SQUARE NEW YORK, NY 100053500 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $220 | — | $220 | 2.05% |
| 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 | — | $66 | $66 | 0.62% |
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 | 451 | 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) | 451 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 582 | $2.9M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 863 | $399K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 863 | $389K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 863 | $389K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 863 | $389K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 863 | $389K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF TEXAS | 582 | $2.9M |
| Other(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 863 | $502K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 863 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.