| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 6601 W INTERSTATE 40 AMARILLO, TX 79106 | BLUECROSS BLUESHIELD OF TEXAS | $54K | $8K | $61K | 2.03% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 412703 BOSTON, MA 02241 | BLUECROSS BLUESHIELD OF TEXAS | $51K | $18 | $51K | 1.70% |
| GRI TOWERS TEXAS INC3 | 9200 NE 24TH AVE45 2498854/ 4500337193 AMARILLO, TX 79108 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $4 | $4 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 755 W. BIG BEAVER RD. STE. 2300 TROY, MI 48084 | DEARBORN LIFE INSURANCE COMPANY | $6K | $0 | $6K | 2.64% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 600 S TYLER ST STE 2201 AMARILLO, TX 79101 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $63 | $2K | 14.37% |
| MARSH & MCLENNAN AGENCY LLC3 | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $634 | $53 | $687 | 4.81% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $32 | $32 | 0.22% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3 | $3 | 0.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 600 S TYLER ST STE 2201 AMARILLO, TX 79101 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $63 | $2K | 13.65% |
| MARSH & MCLENNAN AGENCY LLC3 | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $470 | $53 | $523 | 4.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $24 | $24 | 0.18% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2 | $2 | 0.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 600 S TYLER ST STE 2201 AMARILLO, TX 79101 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $63 | $2K | 15.47% |
| MARSH & MCLENNAN AGENCY LLC3 | 161 WASHINGTON STREET STE 1200 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $478 | $53 | $531 | 4.94% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $24 | $24 | 0.22% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2 | $2 | 0.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA, INC. | 161 WASHINGTON ST, SUITE 1200 CONSHOHOCKEN, PA 19428 | METLIFE LEGAL PLANS | $160 | $0 | $160 | 7.10% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | PO BOX 95287 CHICAGO, IL 60694 | METLIFE LEGAL PLANS | $119 | $36 | $155 | 6.88% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 5420 LYNDON B JOHNSON FWY STE 400 DALLAS, TX 75240 | METLIFE LEGAL PLANS | $0 | $23 | $23 | 1.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: RJF AGENCIES, INC. | 7225 NORTHLAND DRIVE NORTH SUITE 300 MINNEAPOLIS, MN 55428 | METLIFE LEGAL PLANS | $0 | $7 | $7 | 0.31% |
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 | 340 | 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) | 340 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 549 | $3.0M |
| Dental | BLUECROSS BLUESHIELD OF TEXAS | 549 | $3.0M |
| Vision | DEARBORN LIFE INSURANCE COMPANY | 340 | $238K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 340 | $238K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 340 | $238K |
| Prescription drug | BLUECROSS BLUESHIELD OF TEXAS | 549 | $3.0M |
| Other(5 contracts, 3 carriers) | DEARBORN LIFE INSURANCE COMPANY | 340 | $278K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 549 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.