| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 750071960 | METROPOLITAN LIFE INSURANCE COMPANY | $62K | — | $62K | 8.96% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | — | $8K | 1.10% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC. | 10000 N CENTRAL EXPY STE 1200 DALLAS, TX 752312371 | METROPOLITAN LIFE INSURANCE COMPANY | — | $47 | $47 | 0.01% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $82K | $24K | $106K | 22.60% |
| FMLASOURCE INC3 | 455 N CITYFRONT PLZ DR 13TH FLOOR CHICAGO, IL 60611 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $54K | $54K | 11.57% |
| 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 | — | $10K | $10K | 2.19% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $56K | $22K | $77K | 17.85% |
| 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 | — | $8K | $8K | 1.89% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $56K | $26K | $82K | 25.70% |
| 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 | — | $8K | $8K | 2.37% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $40K | — | $40K | 17.57% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $34K | $769 | $35K | 15.45% |
| SIMCHA Y FEUER3 | 100 CHALLENGER RD STE 100 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | — | $10K | 4.18% |
| 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 | — | $342 | $342 | 0.15% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $31K | — | $31K | 17.57% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $27K | $639 | $28K | 15.51% |
| SIMCHA Y FEUER3 | 100 CHALLENGER RD STE 100 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 4.22% |
| 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 | — | $284 | $284 | 0.16% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $25K | — | $25K | 17.58% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | $469 | $22K | 15.46% |
| SIMCHA Y FEUER3 | 100 CHALLENGER RD STE 100 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 4.19% |
| 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 | — | $208 | $208 | 0.15% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $773 | $13K | 9.66% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 3.79% |
| SIMCHA Y FEUER3 | 100 CHALLENGER RD SUITE 100 RIDGEFIELD PARK, NJ 07660 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.90% |
| 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 | — | $343 | $343 | 0.25% |
| MS BENEFITS3 | 100 CHALLENGER RD STE 400 RIDGEFIELD PARK, NJ 07660 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $101K | — | $101K | 119.52% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $15K | — | $15K | 17.33% |
| ROGERS BENEFIT GROUP INC3 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 LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $763 | — | $763 | 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 | 1,626 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,632 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ALLYHEALTH LLC | 3,952 | $237K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,868 | $697K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,619 | $137K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,333 | $553K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,085 | $434K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 668 | $320K |
| Other(6 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 3,952 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,952 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.