| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES | 1701 GOLF RD 7TH FLR TOWER 3 ROLLING MEADOWS, IL 60008 | BLUE CROSS AND BLUE SHIELD OF TEXAS, INC. | $32K | — | $32K | 4.15% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES, INC. | 1701 GOLF RD, 7TH FLR TOWER 3 ROLLING MEADOWS, IL 60008 | DELTA DENTAL INSURANCE COMPANY | $384 | — | $384 | 0.54% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES, INC. | 1701 GOLF RD, 7TH FLR TOWER 3 ROLLING MEADOWS, IL 60008 | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 7.12% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES, INC. | 1701 GOLF RD, 7TH FLR TOWER 3 ROLLING MEADOWS, IL 60008 | METROPOLITAN LIFE INSURANCE | $4K | $349 | $5K | 8.48% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES, INC. | 1701 GOLF RD 7TH FL TOWER 3 ROLLING MEADOWS, IL 60008 | EXPRESS SCRIPTS, INC. | $2K | — | $2K | 3.26% |
| ASSOCIATED AGENCIES, INC3 Filed as: ASSOCIATED AGENCIES | 1701 GOLF RD 7TH FLR TOWER 3 ROLLING MEADOWS, IL 60008 | VISION SERVICE PLAN | $828 | — | $828 | 5.62% |
| FROST INSURANCE AGENCY INC3 Filed as: FROST INSURANCE AGENCY | 4200 S HULEN ST. STE 330 FORT WORTH, TX 761094912 | VISION SERVICE PLAN | $91 | — | $91 | 0.62% |
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 | 131 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 156 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF TEXAS, INC. | 217 | $819K |
| Dental | DELTA DENTAL INSURANCE COMPANY | 131 | $71K |
| Vision | VISION SERVICE PLAN | 83 | $15K |
| Life insurance | METROPOLITAN LIFE INSURANCE | 195 | $54K |
| Long-term disability | METROPOLITAN LIFE INSURANCE | 195 | $54K |
| Prescription drug | EXPRESS SCRIPTS, INC. | 26 | $48K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS AND BLUE SHIELD OF TEXAS, INC. | 217 | $763K |
| Other | METROPOLITAN LIFE INSURANCE | 195 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 217 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.