| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS & WILLIAMS INC - TX | 10100 KATY FWY SUITE 400 HOUSTON, TX 770435274 | UNITEDHEALTHCARE INSURANCE COMPANY | $44K | — | $44K | 3.76% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 10100 KATY FWY STE 400 HOUSTON, TX 770435274 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 0.74% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF, SEIBELS & WILLIAMS INC | 10100 KATY FWY STE 400 HOUSTON, TX 770435274 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $4K | $4K | 4.48% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 10100 KATY FWY SUITE 400 HOUSTON, TX 770435274 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $717 | $717 | 0.80% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF, SEIBELS & WILLIAMS, INC. | 10100 KATY FWY SUITE 400 HOUSTON, TX 770435267 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 4.01% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS & WILLIAMS, INC. | 2211 7TH AVENUE SOUTH BIRMINGHAM, AL 352332310 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 1.61% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 282896620 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 282896620 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 282896620 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $856 | — | $856 | 10.01% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 282896620 | VISION SERVICE PLAN | $545 | — | $545 | 8.36% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS & WIILAMS, INC. | 2211 7TH AVE SOUTH BIRMINGHAM, AL 35233 | VISION SERVICE PLAN | $108 | — | $108 | 1.66% |
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)(2 contracts) | UNITEDHEALTHCARE INSURANCE COMPANY | 188 | $1.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 318 | $73K |
| Vision | VISION SERVICE PLAN | 50 | $7K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 615 | $47K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 56 | $12K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 56 | $9K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 615 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 615 | — |
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.