| 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 | $56K | $52 | $56K | 3.84% |
| 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 | $22K | $22K | 1.51% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE SUITE 1200 DALLAS, TX 75201 | SUN LIFE ASSURANCE COMPANY OF CANADA | $58K | — | $58K | 5.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $31K | $52 | $31K | 3.00% |
| 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 | $15K | $15K | 1.46% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $52 | $19K | 3.01% |
| 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 | $9K | $9K | 1.47% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $52 | $10K | 3.00% |
| 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 | $5K | $5K | 1.44% |
| YOUDECIDE, INC.3 | 4450 RIVER GREEN PARKWAY SUITE 100-A DULUTH, GA 30096 | METLIFE LEGAL PLANS | $12K | — | $12K | 10.55% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $52 | $3K | 3.02% |
| 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 | $0 | $2K | $2K | 1.47% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVE, STE 1200 DALLAS, TX 75201 | ZURICH AMERICAN INSURANCE COMPANY | $9K | — | $9K | 15.00% |
| 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 | $145 | $145 | 1.54% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $52 | $52 | 0.55% |
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 | 6,469 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 598 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 182 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,249 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,630 | $961K |
| Vision(4 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 4,831 | $685K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 8,161 | $1.6M |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 201 | $42K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 7,585 | $1.0M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,229 | $1.2M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,161 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,161 | — |
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.