| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TCTK SERVICES LLC3 | 1309 RIDGE RD. STE 200 DALLAS, TX 75087 | UNITED HEALTHCARE INSURANCE COMPANY | $825K | $0 | $825K | 2.73% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVE. STE 1200 DALLAS, TX 75201 | UNITED HEALTHCARE INSURANCE COMPANY | $58K | $0 | $58K | 0.19% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DALLAS, TX 75312 | METROPOLITAN LIFE INSURANCE COMPANY | $391K | $73 | $391K | 7.75% |
| TCTK SERVICES LLC3 | 1309 RIDGE RD. SUITE 200 ROCKWALL, TX 75087 | METROPOLITAN LIFE INSURANCE COMPANY | $262K | $0 | $262K | 5.20% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W. 47TH STREET SUITE 900 KANSAS CITY, MO 64112 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $42K | $42K | 0.83% |
| KEELER & ASSOCIATES3 Filed as: KEELER & ASSOCIATES INC. | — | ASSURITY LIFE INSURANCE COMPANY | $28K | $0 | $28K | 4.10% |
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 | 12,170 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 78 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 12,248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 5,426 | $30.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 13,099 | $5.0M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 13,099 | $5.0M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 13,099 | $5.0M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 13,099 | $5.0M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 13,099 | $5.0M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 13,099 | $5.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,099 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.