| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD. FLOOR 25 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $93K | — | $93K | 3.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | — | $41K | $41K | 1.66% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | — | $21K | $21K | 1.28% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD FLOOR 25 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | — | $10K | 0.63% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 911892189 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $17K | — | $17K | 2.65% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD. FLOOR 25 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | — | $29K | 5.19% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | — | $11K | $11K | 1.94% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | METLIFE LEGAL PLANS, INC. | $5K | — | $5K | 7.29% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | ONE CALIFORNIA STREET SUITE 400 SAN FRANCISCO, CA 95111 | METLIFE LEGAL PLANS, INC. | $2K | — | $2K | 3.56% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 511398 LOS ANGELES, CA 90051 | METLIFE LEGAL PLANS, INC. | — | $1K | $1K | 1.93% |
| ASCENDE, INC.3 | 2700 POST OAK BLVD. HOUSTON, TX 77056 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $2K | — | $2K | 15.00% |
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 | 1,222 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 106 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,328 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 67 | $645K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,222 | $2.3M |
| Vision | VISION SERVICE PLAN | 907 | $261K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,230 | $2.5M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,506 | $567K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,506 | $567K |
| Other(6 contracts, 6 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,230 | $3.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,506 | — |
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.