| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $52K | $73 | $52K | 3.65% |
| 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 | $0 | $18K | $18K | 1.29% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE SUITE 1200 DALLAS, TX 75201 | SUN LIFE ASSURANCE COMPANY OF CANADA | $47K | — | $47K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $26K | $119 | $26K | 2.96% |
| 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 | $0 | $11K | $11K | 1.28% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $101 | $16K | 2.95% |
| 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 | $0 | $7K | $7K | 1.28% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $86 | $8K | 2.99% |
| 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 | $0 | $3K | $3K | 1.29% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $73 | $3K | 3.03% |
| 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 | $0 | $1K | $1K | 1.29% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVE, STE 1200 DALLAS, TX 75201 | ZURICH AMERICAN INSURANCE COMPANY | $9K | — | $9K | 15.00% |
| YOUDECIDE, INC.3 | 4450 RIVER GREEN PARKWAY SUITE 100-A DULUTH, GA 30096 | METLIFE LEGAL PLANS | $4K | — | $4K | 10.63% |
| YOUDECIDE, INC.3 Filed as: YOUDECIDE COM INC | 4450 RIVER GREEN PARKWAY SUITE 100-A DULUTH, GA 30096 | METLIFE LEGAL PLANS | $0 | $39 | $39 | 0.12% |
| 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 | $0 | $139 | $139 | 1.34% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $73 | $73 | 0.70% |
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 | 6,361 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 546 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,907 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,368 | $787K |
| Vision(4 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 4,800 | $486K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 8,248 | $1.5M |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 182 | $25K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 6,361 | $875K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,175 | $945K |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,248 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,248 | — |
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.