| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | BLUE CROSS BLUE SHIELD OF TEXAS | $98K | $0 | $98K | 2.54% |
| TRENT D BRYSON3 Filed as: TRENT DANA BRYSON | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | BLUE CROSS BLUE SHIELD OF TEXAS | $68K | $0 | $68K | 1.77% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 908073351 | KAISER FOUNDATION HEALTH PLAN INC. | $53K | $0 | $53K | 3.83% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | HEALTH NEW ENGLAND, INC. | $27K | $0 | $27K | 3.19% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD FLOOR 5 LONG BEACH, CA 908073325 | HARTFORD LIFE AND ACCIDENT | $57K | -$2K | $55K | 10.37% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD 2ND FLOOR HAUPPAUGE, NY 11788 | HARTFORD LIFE AND ACCIDENT | $0 | $29K | $29K | 5.36% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | DELTA DENTAL INSURANCE COMPANY | $12K | $0 | $12K | 4.00% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | $11K | $17K | 30.24% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | ALPHA DENTAL PROGRAMS, INC. | $1K | $0 | $1K | 4.00% |
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 | 1,129 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 1,143 | $6.1M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL INSURANCE COMPANY | 978 | $334K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 1,143 | $58K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,115 | $535K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 1,115 | $535K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 1,115 | $535K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 174 | $1.4M |
| Other | HARTFORD LIFE AND ACCIDENT | 1,115 | $535K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,143 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.