| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HWY BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $921 | $921 | 0.37% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $502 | $502 | 0.41% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE MELTZER GROUP | 6500 ROCK SPRING DR. STE 500 BETHESDA, MD 20817 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $0 | $3K | 5.00% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $123 | $123 | 0.23% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE MELTZER GROUP | 6500 ROCK SPRING DR. STE 500 BETHESDA, MD 20817 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $0 | $7K | 14.96% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $124 | $124 | 0.28% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS. SERVICES IN | PO BOX 632886 CINCINNATI, OH 45263 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $20 | $0 | $20 | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE MELTZER GROUP | 6500 ROCK SPRING DR. STE 500 BETHESDA, MD 20817 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | $0 | $6K | 20.00% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $147 | $147 | 0.46% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $120 | $120 | 0.53% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP THE MELTZER GROUP JACK ABEL | 6500 ROCK SPRING DR. STE 500 BETHESDA, MD 20817 | UNITEDHEALTHCARE INSURANCE COMPANY | $215 | $0 | $215 | 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 | 607 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 608 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 1 | $2K |
| Vision | DAVIS VISION- METROPOLITAN LIFE INSURANCE COMPANY | 882 | $52K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 607 | $251K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 858 | $124K |
| Other(5 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 607 | $402K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 882 | — |
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.