| 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 | $13K | $0 | $13K | 10.88% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $1K | $7K | 5.65% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 4.47% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 13430 NORTHWEST FWY SUITE 600 HOUSTON, TX 77040 | COMBINED INSURANCE | $3K | $0 | $3K | 7.55% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | COMBINED INSURANCE | $2K | $0 | $2K | 3.51% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 E 1ST ST SUITE 400 SANTA ANA, CA 92705 | COMBINED INSURANCE | $0 | $0 | $0 | 0.00% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST STE 400 SANTA ANA, CA 92705 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $0 | $8K | 22.90% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 12.33% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $365 | $2K | 4.97% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.93% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $951 | $0 | $951 | 8.76% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 30009 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $476 | $125 | $601 | 5.54% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $0 | $476 | $476 | 4.39% |
| EOI SERVICE COMPANY INC3 | 1820 E 1ST ST., STE 400 SANTA ANA, CA 92705 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | — |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | — |
| GIS BENEFITS INC3 | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $326 | $2K | — |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | — |
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 | 241 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 242 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMBINED INSURANCE | 2 | $44K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 241 | $133K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 241 | $122K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 241 | $122K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 88 | $0 |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 241 | $122K |
| Other(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 241 | $201K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 241 | — |
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.