| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 10100 KATY FREEWAY, SUITE 400 HOUSTON, TX 77043 | METROPOLITAN LIFE INSURANCE COMPANY | $43K | $0 | $43K | 9.63% |
| DENNIS M PETERSON3 Filed as: DENNIS M. PETERSON | 103 KELLOGG LANE BASTROP, TX 78602 | TRANSAMERICA LIFE INSURANCE COMPANY | $56K | $0 | $56K | 13.93% |
| ROBERT J SKEETE3 Filed as: ROBERT J. SKEETE | PO BOX 896620 CHARLOTTE, NC 28289 | TRANSAMERICA LIFE INSURANCE COMPANY | $16K | $0 | $16K | 3.91% |
| DALLIS C. PETERSON3 | 500 BRUSHY BRANCH ROAD LOCKHART, TX 78644 | TRANSAMERICA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 1.35% |
| FRED J. SCOTT3 | 7951 BEAUMONT GREEN PLACE INDIANAPOLIS, IN 46250 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 0.95% |
| BENEFIT ALLIANCE INC3 Filed as: BENEFIT ALLIANCE, INC. | 1510 COUNTY ROAD 431 PLEASANTON, TX 78064 | TRANSAMERICA LIFE INSURANCE COMPANY | $693 | $0 | $693 | 0.17% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF, SEIBELS AND WILLIAMS OF TX | 10100 KATY FREEWAY, SUITE 400 HOUSTON, TX 77043 | TRANSAMERICA LIFE INSURANCE COMPANY | $248 | $0 | $248 | 0.06% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | TRANSAMERICA LIFE INSURANCE COMPANY | $13 | $0 | $13 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 89662 CHARLOTTE, NC 28289 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $3K | $9K | 7.00% |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | FEDERAL INSURANCE COMPANY | $19K | $0 | $19K | 15.97% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 10100 KATY FREEWAY, SUITE 400 HOUSTON, TX 77043 | FEDERAL INSURANCE COMPANY | $18K | $0 | $18K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF | 3318 WEST FRIENDLY AVENUE 2ND FLOOR GREENSBORO, NC 27410 | ARAG SERVICES, LLC | $6K | $0 | $6K | 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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 96 | $381K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 5,433 | $847K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,140 | $133K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 96 | $381K |
| Other(4 contracts, 4 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 1,227 | $586K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,433 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.