| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | METROPOLITAN LIFE INSURANCE COMPANY | $20K | — | $20K | 13.05% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $3K | $11K | 6.94% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 5.30% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST., STE 400 SANTA ANA, CA 92705 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $979 | $6K | 7.61% |
| GIS BENEFITS INC3 | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $797 | $3K | 3.75% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 3.45% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 2.77% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 E 1ST ST SUITE 400 SANTA ANA, CA 92705 | COMBINED INSURANCE | $18K | — | $18K | 29.99% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 13430 NORTHWEST FWY SUITE 600 HOUSTON, TX 77040 | COMBINED INSURANCE | $10K | — | $10K | 16.15% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | COMBINED INSURANCE | $4K | — | $4K | 7.17% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $1K | — | $1K | 11.08% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 30009 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $729 | $266 | $995 | 7.56% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $729 | $729 | 5.54% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 E 1ST ST., STE 400 SANTA ANA, CA 92705 | METROPOLITAN LIFE INSURANCE COMPANY | $945 | $197 | $1K | — |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | METROPOLITAN LIFE INSURANCE COMPANY | $509 | — | $509 | — |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $328 | $63 | $391 | — |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78706 | METROPOLITAN LIFE INSURANCE COMPANY | — | $328 | $328 | — |
| GIS BENEFITS INC3 | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | — | $116 | $116 | — |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST., STE 400 SANTA ANA, CA 92705 | METROPOLITAN LIFE INSURANCE COMPANY | $499 | $132 | $631 | — |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | METROPOLITAN LIFE INSURANCE COMPANY | $268 | — | $268 | — |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $211 | $45 | $256 | — |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $211 | $211 | — |
| GIS BENEFITS INC3 | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | — | $76 | $76 | — |
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 | 250 | 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) | 250 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMBINED INSURANCE | 98 | $60K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 391 | $170K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 391 | $156K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 391 | $156K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 269 | $81K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 391 | $156K |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 391 | $216K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 391 | — |
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.