| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC-WALNUT | 8144 WALNUT HILL LANE SUITE 1600 DALLAS, TX 75231 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $32K | $32K | 2.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 8144 WALNUT HILL LANE #15 DALLAS, TX 75231 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $8K | $8K | 0.48% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $58 | $4K | 2.51% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVENUE SUITE 400 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.17% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BOULEVARD SUITE 240 HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 21.57% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLELLAN AGENCY LLC | 8144 WALNUT HILL LANE 16TH FLOOR DALLAS, TX 75231 | VISION SERVICE PLAN | $1K | — | $1K | 4.90% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BOULEVARD SUITE 240 HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 22.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BOULEVARD SUITE 240 HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $1K | $3K | 17.29% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | SAFEGUARD HEATLH PLANS, INC., A TEXAS CORPORATION | $964 | — | $964 | 12.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVENUE SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | SAFEGUARD HEATLH PLANS, INC., A TEXAS CORPORATION | — | $96 | $96 | 1.20% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $124 | — | $124 | 8.55% |
| MARSH & MCLENNAN AGENCY LLC3 | 250 PEHLE AVENUE SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $19 | $19 | 1.31% |
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 | 387 | 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) | 387 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 387 | $1.6M |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 403 | $161K |
| Vision | VISION SERVICE PLAN | 177 | $27K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 89 | $19K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 67 | $15K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 61 | $27K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 89 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 403 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.