| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $65 | $17K | 8.68% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PARKWAY STE 550 PLANO, TX 75024 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 2.59% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | 3221 COLLINSWORTH STREET FORT WORTH, TX 76107 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12K | $0 | $12K | 12.46% |
| ENROLLEASE3 | 660 YORK STREET STE 102 SAN FRANCISCO, CA 94110 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | $2K | $3K | 3.49% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 1.09% |
| TAILORED WORKSITE SERVICES3 Filed as: TAILORED WORKSITE SEVICES | 1802 LAKE MEADOWS COURT HOUSTON, TX 77077 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 1.09% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PARKWAY STE 550 PLANO, TX 75024 | COMBINED INSURANCE | $30K | $0 | $30K | 49.23% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | COMBINED INSURANCE | $20K | $0 | $20K | 32.82% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PARKWAY STE 550 PLANO, TX 75024 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $96 | $9K | 23.03% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $65 | $6K | 14.50% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PARKWAY STE 550 PLANO, TX 75024 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $74 | $7K | 22.27% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $65 | $4K | 14.08% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PARKWAY STE 550 PLANO, TX 75024 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $86 | $6K | 24.04% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $65 | $4K | 15.21% |
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 | 328 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 328 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 114 | $94K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 451 | $198K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 451 | $198K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 360 | $159K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 360 | $97K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 360 | $97K |
| Other(4 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 360 | $191K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 451 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.