| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. LLC | 3600 N CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 78746 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $33K | $33K | 3.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 N CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 78746 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $3K | $3K | 0.35% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. LLC | 3600 N CAPITAL OF TEXAS HWY. BLDG. B, SUITE 100 AUSTIN, TX 787463211 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $1K | $9K | 8.86% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET FLOOR 6 SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $817 | $89 | $906 | 0.91% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD SUITE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $350 | $350 | 0.35% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. LLC | 3600 CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $801 | $4K | 12.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY SUITE 300 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.84% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. LLC | 3600 N CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $662 | $4K | 12.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY. SUITE 300 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.83% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. LLC | 3600 N CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $271 | $2K | 12.37% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY. SUITE 300 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $595 | $0 | $595 | 4.83% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. | 3600 N CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $931 | $180 | $1K | 13.44% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $309 | $0 | $309 | 3.74% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SERVICES | 3600 N CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $136 | $29 | $165 | 12.41% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 3600 NORTH CAPITAL OF TEXAS HWY. BLDG.B, SUITE 200 AUSTIN, TX 78746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $63 | $0 | $63 | 4.74% |
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 | 133 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 241 | $852K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 312 | $99K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 312 | $99K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 125 | $22K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 125 | $36K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 125 | $30K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 241 | $852K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 125 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 312 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.