| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP, INC. | 80 SO. 8TH ST. STE. 700 MINNEAPOLIS, MN 55402 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $113K | $66K | $179K | 11.40% |
| COMPSYCH5 | 465 CITYFRONT PLAZA DR. CHICAGO, IL 606115322 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $50K | $50K | 3.19% |
| HEALTHTRUST PURCHASING GROUP5 | 155 FRANKLIN RD. STE. 400 BENTWOOD, TN 37027 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $46K | $46K | 2.91% |
| WILLIS TOWERS WATSON US LLC5 Filed as: WILLIS RE INC. | 200 LIBERTY ST. 3RD FL. NEW YORK, NY 10281 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $5K | $5K | 0.29% |
| TBX EMPLOYEE BENEFITS LLC3 Filed as: TBX EMPLOYEE BENEFITS, LLC | 1201 ELM ST. STE. 4250 DALLAS, TX 75270 | CONTINENTAL AMERICAN INSURANCE COMPANY | $210K | — | $210K | 26.07% |
| KATHERINE A OWEN3 Filed as: KATHERINE OWEN | 1924 ANTWERP AVE PLANO, TX 75025 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34K | — | $34K | 4.18% |
| BOR HOUSE ACCOUNT3 | CONTINENTAL AMERICAN INSURANCE COMP PO BOX 427 COLUMBIA, SC 29202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 0.86% |
| STEVEN B KEMPTON3 Filed as: STEVEN KEMPTON | 2570 ELDORADO PKY MCKINNEY, TX 79705 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.48% |
| WILLIAM COVINGTON3 | 2340 E TRINITY MILLS RD STE 300 CARROLLTON, TX 75006 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.40% |
| GREG A GOULD3 Filed as: GREG GOULD | 905 W EISENHOWER CIR UNIT 107 ANN ARBOR, MI 48103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.23% |
| MEADOWBROOK INC3 Filed as: MEADOWBROOK INSURANCE GROUP | 26255 AMERICAN DR SOUTHFIELD, MI 48034 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.13% |
| ALAN BERGMANN3 | 284 TWIN PONDS OKEMOS, MI 48865 | CONTINENTAL AMERICAN INSURANCE COMPANY | $971 | — | $971 | 0.12% |
| MEADOWBROOKE INSURANCE GROUP3 | 26255 AMERICAN DRIVE SOUTHFIELD, MI 48034 | CONTINENTAL AMERICAN INSURANCE COMPANY | $900 | — | $900 | 0.11% |
| JAMES GREENLEES3 | 300 FAIRFOREST DR MATTHEWS, NC 28104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $586 | — | $586 | 0.07% |
| MURIEL JERNIGAN3 | 9927 COLDWATER CIR DALLAS, TX 75228 | CONTINENTAL AMERICAN INSURANCE COMPANY | $546 | — | $546 | 0.07% |
| DAVID SCHROEDER3 | 6855 TOPSFIELD DR DALLAS, TX 75231 | CONTINENTAL AMERICAN INSURANCE COMPANY | $489 | — | $489 | 0.06% |
| SCOTT W DAVIDSON3 Filed as: SCOTT DAVIDSON | 32630 SANDRA WESTLAND, MI 48185 | CONTINENTAL AMERICAN INSURANCE COMPANY | $471 | — | $471 | 0.06% |
| WENDY C WHITAKER3 Filed as: WENDY WHITAKER | 4415 W HARRISON ST STE 503 HILLSIDE, IL 60162 | CONTINENTAL AMERICAN INSURANCE COMPANY | $421 | — | $421 | 0.05% |
| JEANNETTE E FATHERREE3 Filed as: JEANNETTE STAPLETON | 34706 CENTAUR CLINTON TOWNSHIP, MI 48035 | CONTINENTAL AMERICAN INSURANCE COMPANY | $410 | — | $410 | 0.05% |
| WENDY PEARLROTH3 | 3186 DOUGLAS DR YORKTOWN HEIGHTS, NY 10598 | CONTINENTAL AMERICAN INSURANCE COMPANY | $383 | — | $383 | 0.05% |
| ROBERT SHEPARD COOPER3 Filed as: ROBERT COOPER | PO BOX 609 SANGER, TX 76266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $309 | — | $309 | 0.04% |
| TAMMI LAVOICE COOPER3 Filed as: TAMMI COOPER | PO BOX 609 SANGER, TX 76266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $309 | — | $309 | 0.04% |
| BRENDA SELVAGE3 | 317 MAIN STREET VAN METER, IA 50261 | CONTINENTAL AMERICAN INSURANCE COMPANY | $301 | — | $301 | 0.04% |
| MICHAEL WHEELER3 | PO BOX 1416 COLUMBUS, GA 31902 | CONTINENTAL AMERICAN INSURANCE COMPANY | $275 | — | $275 | 0.03% |
| ELISE M POLT3 Filed as: ELISE POLT | 201 W BURNSVILLE PKY STE 116 BURNSVILLE, MN 55337 | CONTINENTAL AMERICAN INSURANCE COMPANY | $272 | — | $272 | 0.03% |
| JONI AKALA BILLINGS3 Filed as: JONI BILLINGS | 1025 LA TERRAZA CIR UNIT 302 CORONA, CA 92879 | CONTINENTAL AMERICAN INSURANCE COMPANY | $255 | — | $255 | 0.03% |
| HUGH B DEMAREST3 Filed as: HUGH DEMAREST | 746 E EUGIE AVE PHOENIX, AZ 85022 | CONTINENTAL AMERICAN INSURANCE COMPANY | $245 | — | $245 | 0.03% |
| LILLIAN TOMPKINS3 | 52 SUSAN DR NEWBURGH, NY 12550 | CONTINENTAL AMERICAN INSURANCE COMPANY | $228 | — | $228 | 0.03% |
| JAMIE JONES3 | 7512 E INDEPENDENCE BLVD STE 103 CHARLOTTE, NC 28227 | CONTINENTAL AMERICAN INSURANCE COMPANY | $215 | — | $215 | 0.03% |
| ROBERT MILWOOD3 | 2808 CARTERTON WAY FLOWER MOUND, TX 75022 | CONTINENTAL AMERICAN INSURANCE COMPANY | $208 | — | $208 | 0.03% |
| SANDRA SANDBERG3 | 454 EAST 8180 SOUTH SANDY, UT 84070 | CONTINENTAL AMERICAN INSURANCE COMPANY | $201 | — | $201 | 0.02% |
| JOSEPH FOXLEY3 | 2 SUMMIT CT STE 204A FISHKILL, NY 12524 | CONTINENTAL AMERICAN INSURANCE COMPANY | $170 | — | $170 | 0.02% |
| ELIZABETH HARKEY3 | 723 FOXWOOD DR CONCORD, NC 28025 | CONTINENTAL AMERICAN INSURANCE COMPANY | $150 | — | $150 | 0.02% |
| ROSALIND GEORGE3 | 12655 N CENTRAL EXPWY DALLAS, TX 75243 | CONTINENTAL AMERICAN INSURANCE COMPANY | $141 | — | $141 | 0.02% |
| MARIAN E LENCIONI3 Filed as: MARIAN LENCIONI | 10390 COMMERCE CENTER DR STE 260 RANCHO CUCAMONGA, CA 91730 | CONTINENTAL AMERICAN INSURANCE COMPANY | $138 | — | $138 | 0.02% |
| SHARON R LUCARELLI3 Filed as: SHARON LUCARELLI | 12725 BENNINGTON COMMON LN. ST. LOUIS, MO 63146 | CONTINENTAL AMERICAN INSURANCE COMPANY | $118 | — | $118 | 0.01% |
| SHELLY LUCKEN3 | 4565 HUMMINGBIRD TR. NE PRIOR LAKE, MN 55372 | CONTINENTAL AMERICAN INSURANCE COMPANY | $99 | — | $99 | 0.01% |
| SOMMER RIEHN3 | 17330 LBJ FREEWAY DALLAS, TX 75252 | CONTINENTAL AMERICAN INSURANCE COMPANY | $97 | — | $97 | 0.01% |
| GINA WIEGAND3 Filed as: GINA WIEGAND, INC. | 5904 NW 95TH CT JOHNSTON, IA 50131 | CONTINENTAL AMERICAN INSURANCE COMPANY | $97 | — | $97 | 0.01% |
| AARON D MCGOVERN3 Filed as: AARON MCGOVERN | 44-100 MONTEREY AVE STE 204 PALM DESERT, CA 92260 | CONTINENTAL AMERICAN INSURANCE COMPANY | $95 | — | $95 | 0.01% |
| HEIDI E GLAUB3 Filed as: HEIDI GLAUB | 5458 PARKSIDE DR BRIGHTON, MI 48114 | CONTINENTAL AMERICAN INSURANCE COMPANY | $95 | — | $95 | 0.01% |
| BRYAN TUCKER3 | 27495 N 97TH DR PEORIA, AZ 85383 | CONTINENTAL AMERICAN INSURANCE COMPANY | $93 | — | $93 | 0.01% |
| ABBY E ALEXANDER3 Filed as: ABBY ALEXANDER | 1532 E MARIETTA AVE PEORIA HEIGHTS, IL 61616 | CONTINENTAL AMERICAN INSURANCE COMPANY | $92 | — | $92 | 0.01% |
| T ALLEN HOWDESHELL3 Filed as: ALLEN HUNDLEY | 1416 GABLES CT PLANO, TX 75075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $89 | — | $89 | 0.01% |
| JEFFREY LYNN LAMBERT3 Filed as: JEFFREY LAMBERT | 15419 W 127TH ST LEMONT, IL 60439 | CONTINENTAL AMERICAN INSURANCE COMPANY | $88 | — | $88 | 0.01% |
| JOSE GONZALEZ3 | 804 DULCE TIERRA DR EL PASO, TX 79912 | CONTINENTAL AMERICAN INSURANCE COMPANY | $87 | — | $87 | 0.01% |
| AMELIA S COX3 Filed as: AMELIA COX | 118 MARION MNT DR GRAY, KY 40734 | CONTINENTAL AMERICAN INSURANCE COMPANY | $81 | — | $81 | 0.01% |
| TIMOTHY MCDERMOTT3 | 111 RAAB AVE BLOOMFIELD, NJ 07003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $81 | — | $81 | 0.01% |
| ROSEANN RODRIGUEZ3 | 10913 VISTA DEL SOL EL PASO, TX 79935 | CONTINENTAL AMERICAN INSURANCE COMPANY | $76 | — | $76 | 0.01% |
| JOHN E CARTER III3 Filed as: JOHN CARTER III | 313 TROOP DR FORTSON, GA 31808 | CONTINENTAL AMERICAN INSURANCE COMPANY | $71 | — | $71 | 0.01% |
| JASON SCZEPANIAK3 Filed as: JASON HARTMAN | 5 GIBSON HILL RD CHESTER, NY 10918 | CONTINENTAL AMERICAN INSURANCE COMPANY | $68 | — | $68 | 0.01% |
| JEFF KLEINMAN3 | 2355 W PINNACLE PEAK RD STE 380 PHOENIX, AZ 85027 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | — | $63 | 0.01% |
| GAY M HUNDLEY3 Filed as: GAY HUNDLEY | 1416 GABLES CT PLANO, TX 75075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $61 | — | $61 | 0.01% |
| LISA A ALMANZA3 Filed as: LISA ALMANZA | 5959 GATEWAY BLVD WEST UNIT 655 EL PASO, TX 79925 | CONTINENTAL AMERICAN INSURANCE COMPANY | $57 | — | $57 | 0.01% |
| MAURICIO R PLATT3 Filed as: MAURICIO PLATT | 8180 SOUTH 700 EAST SANDY, UT 84407 | CONTINENTAL AMERICAN INSURANCE COMPANY | $57 | — | $57 | 0.01% |
| JEFF PETTIT3 | 1619 S. KENTUCKY STE. A-511 AMARILLO, TX 79102 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.01% |
| BRYAN MURPHY3 | 2436 CRIPPLE CREEK DR ST. LOUIS, MO 63129 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | — | $50 | 0.01% |
| JOSH MURILLO3 | 5959 GATEWAY WEST UNIT 620 EL PASO, TX 79925 | CONTINENTAL AMERICAN INSURANCE COMPANY | $41 | — | $41 | 0.01% |
| MIRIAM C WATKINS3 Filed as: MIRIAM WATKINS | 3456 MOUTH LN TALLAHASSEE, FL 32317 | CONTINENTAL AMERICAN INSURANCE COMPANY | $40 | — | $40 | 0.00% |
| JERRY HOKE3 | 517 E 3270 N LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.00% |
| WILLIAM H BORLAND3 Filed as: WILLIAM ETHERIDGE | 312T SCHILLINGER RD. S. UNIT 146 MOBILE, AL 36608 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.00% |
| MBBV INC3 | 17934 HOMESTEAD BLUFFS DR WILDWOOD, MO 63005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | — | $33 | 0.00% |
| JADE COMPANIES LLC3 Filed as: JADE COMPANIES, LLC | 1206 MAIN AVE S BROOKINGS, SD 57006 | CONTINENTAL AMERICAN INSURANCE COMPANY | $28 | — | $28 | 0.00% |
| URSULA M PIECHOWSKI3 Filed as: URSULA PIECHOWSKI | 929 WASHINGTON UNIT 301 EVANSTON, IL 60202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25 | — | $25 | 0.00% |
| CHRISTOPHER J BAYER3 | 1416 N BROAD STREET GALESBURG, IL 61401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.00% |
| SARAH STEINER3 | 7135 HALEYS WAY THEODORE, AL 36582 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.00% |
| RACHEL SMOLINSKY3 | 2502 WILLAMETTE DR NE LACEY, WA 98516 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.00% |
| VERA I CRUICE3 Filed as: VERA CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| RONALD EUGENE WALLACE3 Filed as: RONALD WALLACE | PO BOX 1355 BAY MINETTE, AL 36507 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| SANDY J RYAN3 Filed as: SANDY RYAN | 12180 CELTIC LN LOVETTSVILLE, VA 20180 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| TRACY L HOSTLER3 | 3500 PHILLIPS AVENUE SUITE 101 SIOUX FALLS, SD 57105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| JOHN H VRATSINAS3 Filed as: JOHN VRATSINAS | 1200 W MONROE ST. APT 612 CHICAGO, IL 60607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| RAYMOND L CHAN3 | 1400 SHEPARD DRIVE SUITE 100 STERLING, VA 20164 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP, INC | 80 SOUTH 8TH STREET SUITE 700 MINNEAPOLOS, MN 55402 | HYATT LEGAL PLANS | $8K | — | $8K | 46.08% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | HYATT LEGAL PLANS | — | $57 | $57 | 0.35% |
| MEADOWBROOK INC3 Filed as: MEADOWBROOK INSURANCE GROUP INC | 26255 AMERICAN DRIVE SOUTHFIELD, MI 48034 | HYATT LEGAL PLANS | — | $1 | $1 | 0.01% |
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 | 4,620 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 77 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,697 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 4,620 | $885K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 4,937 | $267K |
| Life insurance(2 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,814 | $2.4M |
| Short-term disability | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,814 | $1.6M |
| Long-term disability | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,814 | $1.6M |
| Other(2 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,814 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,814 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.