| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC. | 15305 NORTH DALLAS PKWY SUITE 1100 ADDISON, TX 75001 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $230K | $13K | $243K | 10.63% |
| HAYS COMPANIES, INC.3 Filed as: HAYS COMPANIES | 5850 GRANITE PKWY STE 350 PLANO, TX 75024 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $142K | — | $142K | 6.21% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC. | 15305 NORTH DALLAS PKWY SUITE 1100 ADDISON, TX 75001 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $46K | $7K | $53K | 7.77% |
| HAYS COMPANIES, INC.3 Filed as: HAYS COMPANIES | 5850 GRANITE PARKWAY STE 350 PLANO, TX 75024 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $29K | — | $29K | 4.19% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC. | 15305 NORTH DALLAS PKWY SUITE 1100 ADDISON, TX 75001 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $45K | $7K | $52K | 7.74% |
| HAYS COMPANIES, INC.3 Filed as: HAYS COMPANIES | 5850 GRANITE PARKWAY SUITE 350 PLANO, TX 75024 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $28K | — | $28K | 4.22% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC. | 15305 NORTH DALLAS PKWY SUITE 1100 ADDISON, TX 75001 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $1K | $10K | 11.15% |
| HAYS COMPANIES, INC.3 Filed as: HAYS COMPANIES | 5850 GRANITE PARKWAY STE 350 PLANO, TX 75024 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 6.28% |
| BRIAN PARKER4 | 1110 COGBURN CT SHADY SHORES, TX 76208 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $3K | — | $3K | 10.59% |
| SOLUTION BENEFITS, INC.4 Filed as: SOLUTION BENEFITS INC | 2510 BOOMER LN YORKVILLE, IL 60560 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $663 | — | $663 | 2.20% |
| STEVE BAKER4 | 153 ESTHER DR COCOA BEACH, FL 32931 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $582 | — | $582 | 1.93% |
| A SECURE YOU INC4 | 346 REIST ST WILLIAMSVILLE, NY 14221 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $320 | — | $320 | 1.06% |
| INTEGRITY ASSET SERVICES LLC4 | 1873 KOYUKON DR SOUTH LAKE TAHOE, CA 96150 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $136 | — | $136 | 0.45% |
| STEVE P HOUSTON4 | P.O BOX 418 ROSEVILLE, CA 95661 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $66 | — | $66 | 0.22% |
| TERESA M. BURGESS4 Filed as: TERESA M BURGESS | 144 HUNTERS ROW MADISON, MS 39110 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $50 | — | $50 | 0.17% |
| THOMPSON SUCCESS PARTNERS, INC.4 Filed as: THOMPSON SUCCESS PARTNERS INC | 2776 GEARY ST MATLACHA, FL 33993 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $49 | — | $49 | 0.16% |
| WCH CONSULTANTS LLC4 Filed as: WCH CONSULTANTS | 20118 N 67 AVE STE 300-180 GLENDALE, AZ 85308 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $43 | — | $43 | 0.14% |
| JULIE GERSHON4 | 7 CAPOZZI CIRCLE WOBURN, MA 01801 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $43 | — | $43 | 0.14% |
| KEVIN C DUNN4 | 4120 N FERDINAND ST TACOMA, WA 98407 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $40 | — | $40 | 0.13% |
| PATRICIA A. BOLLI4 Filed as: PATRICIA A BOLLI | 5902 EVENING SUN CT RICHMOND, TX 77469 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $37 | — | $37 | 0.12% |
| THE ROEBUCK GROUP LLC4 Filed as: THE ROEBUCK GROUP | 4240 PORTSMOUTH BLVD STE 459 CHESAPEAKE, VA 23321 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $35 | — | $35 | 0.12% |
| KENNETH L. JOHNSON4 Filed as: KENNETH L JOHNSON | 17134 ASHBURY LDG SAN ANTONIO, TX 78247 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $34 | — | $34 | 0.11% |
| BETH TAYLOR4 | 3674 CYPRESS CIRCLE GULFSHORES, AL 36542 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $20 | — | $20 | 0.07% |
| MIKE RICHES AND ASSOCIATES INC4 | 14532 RICHMOND CIRCLE LITTLE ELM, TX 75068 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $13 | — | $13 | 0.04% |
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 | 5,258 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 80 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,338 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 7,687 | $518K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 7,404 | $2.3M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,540 | $674K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,764 | $685K |
| Other(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,258 | $121K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,687 | — |
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.