| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 12712 PARK CENTRAL DRIVE STE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $21K | $21K | 1.71% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 12712 PARK CENTRAL DRIVE STE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $13K | $13K | 1.82% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 12712 PARK CENTRAL DRIVE STE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $12K | $12K | 1.84% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 12712 PARK CENTRAL DRIVE STE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $2K | $2K | 1.66% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATE | 12712 PARK CENTRAL DRIVE STE 100 DALLAS, TX 75251 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $886 | $886 | 2.39% |
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 | 1,993 | 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) | 1,993 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,993 | $1.2M |
| Short-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,993 | $770K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,993 | $673K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,993 | $137K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,993 | — |
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."
No prospect flags tripped on this filing.