| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | 2505 EAST MISSOURI AVENUE 1ST FLOOR EL PASO, TX 79903 | AETNA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 0.28% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 HOUSTON OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $1K | $15K | 21.68% |
| JENNINGS INSURANCE SERVICES3 | 10524 MOSS PARK ROAD #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $684 | $684 | 0.99% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 HOUSTON OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $17K | $1K | $18K | 26.76% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST | — | ACE AMERICAN INSURANCE COMPANY | $6K | — | $6K | 10.10% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 HOUSTON OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $1K | $14K | 21.88% |
| JENNINGS INSURANCE SERVICES3 | 10524 MOSS PARK ROAD #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $591 | $591 | 0.93% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 HOUSTON OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $734 | $12K | 26.63% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 HOUSTON OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $352 | $5K | 26.78% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 HOUSTON OPCO VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $295 | $5K | 26.51% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | FIDELITY SECURITY | $951 | — | $951 | 8.88% |
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 | 420 | 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) | 420 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 325 | $1.3M |
| Dental | ACE AMERICAN INSURANCE COMPANY | 234 | $64K |
| Vision | FIDELITY SECURITY | 351 | $11K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 546 | $111K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 114 | $69K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 99 | $63K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 546 | $151K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 546 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.