| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | — | BLUECROSS BLUESHIELD OF TEXAS | — | $22K | $22K | 0.47% |
| TRUVERIS, INC3 | — | BLUECROSS BLUESHIELD OF TEXAS | — | $10K | $10K | 0.20% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | 2711 NORTH HASKELL AVENUE SUITE 2000 DALLAS, TX 75204 | BLUECROSS BLUESHIELD OF TEXAS | — | $24 | $24 | 0.00% |
| TRUVERIS, INC3 | 3 BEAVER VALLEY ROAD SUITE 103 WILMINGTON, DE 19803 | BLUECROSS BLUESHIELD OF TEXAS | — | $24 | $24 | 0.00% |
| CAMERON LNG3 | 2925 BRIARPARK DRIVE SUITE 1100 HOUSTON, TX 77042 | BLUECROSS BLUESHIELD OF TEXAS | — | $4 | $4 | 0.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | — | $10K | $10K | 1.76% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEAC, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | — | $83 | $83 | 0.01% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $10K | $10K | 6.03% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $10K | $10K | 6.03% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | 5.99% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $4K | $13K | 21.06% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | — | $713 | $713 | 1.68% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | — | $83 | $83 | 0.20% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METLIFE LEGAL PLANS | $3K | $81 | $3K | 10.42% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62989 VIRGINIA BEACH, VA 23466 | METLIFE LEGAL PLANS | — | $435 | $435 | 1.66% |
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 | 332 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 336 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 862 | $593K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 862 | $593K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 337 | $262K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 335 | $161K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF TEXAS | 1,072 | $4.8M |
| Other(5 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 653 | $393K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,072 | — |
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."
No prospect flags tripped on this filing.