| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE, STE 1200 DALLAS, TX 752012739 | METROPOLITAN LIFE INSURANCE COMPANY | $57K | $57 | $57K | 4.02% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | ATTN TELLYE HEDRICK 444 W 47TH ST. STE 900 KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $23K | $23K | 1.60% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE, STE 1200 DALLAS, TX 752012739 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $57 | $25K | 3.27% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | ATTN TELLYE HEDRICK 444 W 47TH ST, STE 900 KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13K | $13K | 1.66% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE, STE 1200 DALLAS, TX 752012739 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $57 | $13K | 3.27% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | ATTN TELLYE HEDRICK 444 W 47TH ST, STE 900 KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $7K | $7K | 1.73% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE, STE 1200 DALLAS, TX 752012739 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $57 | $7K | 3.29% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | ATTN TELLYE HEDRICK 444 W 47TH ST, STE 900 KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 1.73% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE, STE 1200 DALLAS, TX 752012739 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $57 | $3K | 3.35% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | ATTN TELLYE HEDRICK 444 W 47TH ST, STE 900 KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 1.60% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVE, STE 1200 DALLAS, TX 75201 | ZURICH AMERICAN INSURANCE COMPANY | $13K | — | $13K | 15.00% |
| YOUDECIDE, INC.3 | 4450 RIVER GREEN PARKWAY SUITE 100-A DULUTH, GA 30096 | HYATT LEGAL PLANS | $2K | — | $2K | 9.45% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | ATTN TELLYE HEDRICK 444 W 47TH ST, STE 900 KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $156 | $156 | 1.63% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE, STE 1200 DALLAS, TX 752012739 | METROPOLITAN LIFE INSURANCE COMPANY | — | $57 | $57 | 0.59% |
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 | 5,266 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 975 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,241 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 2,500 | $591K |
| Vision(4 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 5,156 | $370K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 6,377 | $1.5M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 140 | $10K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 5,134 | $775K |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 9,000 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,000 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.