| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIE J ALEXANDER3 | P O BOX 926215 HOUSTON, TX 772926215 | AETNA HEALTH, INC. | $118K | — | $118K | 0.28% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN L WORTHAM & SONS LLC | P O BOX 301598 DALLAS, TX 75303 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | — | $297K | $297K | 1.20% |
| WILLIE ALEXANDER3 | P O BOX 926215 HOUSTON, TX 77292 | KAISER FOUNDATION HEALTH PLAN INC | $135K | — | $135K | 0.87% |
| WILLIE ALEXANDER3 | P O BOX 926215 HOUSTON, TX 77292 | METROPOLITAN LIFE INSURANCE COMPANY | $199K | $154K | $352K | 3.60% |
| WILLIE J ALEXANDER3 | P O BOX 926215 HOUSTON, TX 77292 | HUMANA HEALTH BENEFIT PLAN OF LOUISIANA, INC. | $25K | — | $25K | 0.30% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN L WORTHAM & SON LP | P O BOX 1388 HOUSTON, TX 77251 | REGENCE BLUESHIELD | $9K | — | $9K | 0.13% |
| WILLIE ALEXANDER3 | P O BOX 926215 HOUSTON, TX 77292 | KAISER FOUNDATION HEALTH PLAN, INC. | $21K | — | $21K | 0.54% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN L WORTHAM & SON L.L.P. | P O BOX 301598 DALLAS, TX 75303 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $95K | — | $95K | 2.52% |
| RBK SERVICES LLC3 | 718 WESTCOTT STREET HOUSTON, TX 77007 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4 | — | $4 | 0.00% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN L WORTHAM & SONS LLC | P O BOX 301598 DALLAS, TX 75303 | JOHN HANCOCK LIFE INSURANCE COMPANY | $47K | — | $47K | 1.56% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS & WILLIAMS OF LA IN | 3850 N CAUSEWAY BLVD STE 1970 METAIRIE, LA 70002 | AMERITAS LIFE INSURANCE COMPANY | $21K | $9K | $30K | 3.53% |
| WILLIE J ALEXANDER3 | P O BOX 926215 HOUSTON, TX 77292 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | -$2 | — | -$2 | -0.00% |
| THE LYNN COMPANY3 Filed as: LYNN COMPANY | P O BOX 1966 BAKERSFIELD, CA 93303 | DELTA DENTAL OF CALIFORNIA | $666 | — | $666 | 7.49% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE CO EIN 41-1289245 NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $21.6M |
| FIDELITY INVESTMENT INSTITUTIONAL EIN 04-2647786 NONE | Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $2.8M |
| SILVERSCRIPT INSURANCE COMPANY EIN 20-2833904 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $1.9M |
| CIGNA HEALTH AND LIFE INSURANCE GEM EIN 59-1031071 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $797K |
| KELSEY-SEYBOLD CLINIC EIN 76-0602862 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $781K |
| MD ANDERSON PHYSICIANS NETWORK EIN 76-0449960 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $582K |
| CIGNA HEALTH AND LIFE INS COM AND A EIN 06-0303370 NONE | Float revenue; Non-monetary compensation; Direct payment from the plan; Participant communication; Other services; Claims processing Service code 12 | — | $572K |
| BEACON HEALTH OPTIONS EIN 54-1414194 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $471K |
| WAGEWORKS EIN 94-3351864 NONE | Recordkeeping fees; Claims processing Service code 12 | — | $376K |
| BRIGHT HORIZONS EIN 04-2949680 NONE | Direct payment from the plan; Other services Service code 49 | — | $358K |
| CIGNA HEALTHCARE AND LIFE INS BWAS EIN 59-1031071 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $315K |
| ERNST & YOUNG LLP EIN 34-6565596 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $230K |
| MEMORIAL HERMAN MEDICAL GROUP EIN 20-4923281 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $219K |
| TRUVEN HEALTH ANALYTICS EIN 06-1467923 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $208K |
| GLOBAL HEALTHCARE ALLIANCE EIN 76-0525471 NONE | Recordkeeping fees; Claims processing Service code 12 | — | $170K |
| MERCER EIN 34-2015463 NONE | Actuarial; Consulting (pension); Direct payment from the plan Service code 11 | — | $167K |
| TELEDOC EIN 20-1020949 NONE | Other services; Direct payment from the plan Service code 49 | — | $161K |
| TEXAS CHILDRENS PHYSICIAN GROUP EIN 26-0834681 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $75K |
| WELLS FARGO BANK NA EIN 94-1347393 NONE | Direct payment from the plan; Investment management; Trustee (directed); Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Distribution (12b-1) fees Service code 21 | — | $74K |
| CAREMARK EIN 05-0340626 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $66K |
| BAKER BOTTS EIN 74-1195457 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| HEALTH TRANSFORMATION ALLIANCE EIN 47-4919337 NONE | Other fees; Consulting (general) Service code 16 | — | $25K |
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 | 18,043 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24,966 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 43,009 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(22 contracts, 12 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 2,317 | $70.6M |
| Dental(4 contracts, 4 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 13,260 | $6.0M |
| Vision(3 contracts, 3 carriers) | REGENCE BLUESHIELD | 22,719 | $18.8M |
| Life insurance(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 30,133 | $22.6M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 8,832 | $4.8M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 8,126 | $9.8M |
| Prescription drug(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 1,032 | $12.8M |
| Other(8 contracts, 6 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 21,365 | $17.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 30,133 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.