| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $87K | — | $87K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 0.36% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $938 | $938 | 0.11% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $96K | — | $96K | 19.00% |
| FMLASOURCE INC5 | 455 N CITYFRONT PLZ DR 13TH FLOOR CHICAGO, IL 60611 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $65K | $65K | 12.91% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $23K | $23K | 4.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $9K | $9K | 1.85% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $62K | — | $62K | 14.00% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $22K | $22K | 4.98% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $9K | $9K | 1.95% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $74K | — | $74K | 19.00% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $19K | $19K | 4.94% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | 1.64% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $46K | — | $46K | 17.70% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $32K | — | $32K | 12.30% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $7K | $7K | 2.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 1.76% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 105 RIDGEFIELD PARK, NJ 076602121 | MASSACHUESETTS MUTUAL LIFE INSURANCE COMPANY | $182K | — | $182K | 96.98% |
| HOTCHKISS INSURANCE AGENCY, LLC3 Filed as: HOTCHKISS INSURANCE AGENCY LLC | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 750071960 | MASSACHUESETTS MUTUAL LIFE INSURANCE COMPANY | $64K | — | $64K | 34.07% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $31K | — | $31K | 17.70% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $22K | — | $22K | 12.30% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 2.91% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 2.03% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $25K | — | $25K | 17.70% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $18K | — | $18K | 12.30% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 2.82% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 1.96% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | — | $14K | 9.90% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | — | $7K | 5.10% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | 4.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 1.96% |
| MS BENEFITS4 Filed as: MS BENEFITS LLC | 100 CHALLENGER RD STE 105 RIDGEFIELD PARK, NJ 07660 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | — | $2K | 8.40% |
| ROGERS BENEFIT GROUP INC4 Filed as: M ROGERS GROUP LLC | PO BOX 853 GEORGETOWN, CO 80444 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $1K | — | $1K | 6.00% |
| HOTCHKISS INSURANCE AGENCY, LLC4 Filed as: HOTCHKISS INSURANCE AGENCY LLC | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $774 | — | $774 | 3.60% |
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 | 1,837 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,841 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ALLYHEALTH LLC | 4,083 | $133K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,630 | $872K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,653 | $139K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,309 | $695K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,040 | $444K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 651 | $390K |
| Other(5 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 4,083 | $731K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,083 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.