| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 896620 CHARLOTTE, NC 28289 | METROPOLITAN LIFE INSURANCE COMPANY | $90K | $22K | $112K | 5.79% |
| DENNIS M PETERSON3 Filed as: DENNIS M. PETERSON | PO BOX 2916 CEDAR PARK, TX 78630 | TRANSAMERICA LIFE INSURANCE COMPANY | $114K | $0 | $114K | 15.03% |
| ROBERT J SKEETE3 Filed as: ROBERT J. SKEETE | PO BOX 896620 CHARLOTTE, NC 28289 | TRANSAMERICA LIFE INSURANCE COMPANY | $32K | $0 | $32K | 4.23% |
| DALLIS C. PETERSON3 | 500 BRUSHY BRANCH ROAD LOCKHART, TX 78644 | TRANSAMERICA LIFE INSURANCE COMPANY | $10K | $0 | $10K | 1.34% |
| SCOTT INSURANCE3 Filed as: THE SCOTT GROUP | 7951 BEAUMONT GREEN PLACE INDIANAPOLIS, IN 46250 | TRANSAMERICA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 0.74% |
| BENEFIT ALLIANCE INC3 Filed as: BENEFIT ALLIANCE, INC. | 1510 COUNTY ROAD 431 PLEASANTON, TX 78064 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.20% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 10100 KATY FREEWAY, SUITE 400 HOUSTON, TX 77043 | TRANSAMERICA LIFE INSURANCE COMPANY | $525 | $0 | $525 | 0.07% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 896620 CHARLOTTE, NC 28289 | TRANSAMERICA LIFE INSURANCE COMPANY | $26 | $0 | $26 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 89662 CHARLOTTE, NC 28289 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $27K | $11K | $38K | 7.00% |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | FEDERAL INSURANCE COMPANY | $0 | $45K | $45K | 16.10% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 10100 KATY FREEWAY, SUITE 400 HOUSTON, TX 77043 | FEDERAL INSURANCE COMPANY | $42K | $0 | $42K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF | 3318 WEST FRIENDLY AVENUE 2ND FLOOR GREENSBORO, NC 27410 | ARAG SERVICES, LLC | $13K | $0 | $13K | 10.00% |
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 | 1,227 | 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) | 1,227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 88 | $743K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 5,447 | $2.7M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,149 | $536K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 88 | $743K |
| Other(4 contracts, 4 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 5,447 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,447 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.