| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON LLC | 18050 SATURN LN STE 200 HOUSTON, TX 77058 | UNITEDHEALTHCARE INSURANCE COMPANY | $16K | — | $16K | 14.92% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON LLC | 840 GESSNER RD STE 700 HOUSTON, TX 77024 | RELIASTAR LIFE INSURANCE COMPANY | $22K | — | $22K | 21.56% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | C/O PROFESSIONAL ENROLLMENT CONCEP 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | RELIASTAR LIFE INSURANCE COMPANY | $15K | — | $15K | 14.37% |
| T2B SOLUTIONS INC.3 | PO BOX 43 INDIANOLA, IA 50125 | RELIASTAR LIFE INSURANCE COMPANY | — | $710 | $710 | 0.69% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON LLC | 840 GRESSNER RD STE 700 HOUSTON, TX 77024 | TRANSAMERICA LIFE INSURANCE COMPANY | $26K | — | $26K | 45.92% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | DBA PROFESSIONAL ENROLLMENT CONCEPT 13750 SAN PREDRO AVE ST 550 SAN ANTONIO, TX 78232 | TRANSAMERICA LIFE INSURANCE COMPANY | $16K | — | $16K | 27.53% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON, LLC | 840 GRESSNER RD STE 700 HOUSTON, TX 77024 | VISION SERVICE PLAN | $3K | — | $3K | 9.09% |
| EMPLOYEE NAVIGATOR, LLC3 | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 20814 | VISION SERVICE PLAN | $83 | — | $83 | 0.28% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON LLC | 840 GESSNER RD STE 700 HOUSTON, TX 77024 | UNITEDHEALTHCARE INSURANCE COMPANY | $25K | $145K | $170K | — |
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 | 452 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 32 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 484 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 434 | $0 |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 434 | $0 |
| Vision | VISION SERVICE PLAN | 226 | $29K |
| Life insurance(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 452 | $164K |
| Other(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 452 | $210K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 452 | — |
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.