| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 203383 DALLAS, TX 75320 | METROPOLITAN LIFE INSURANCE COMPANY | $61K | $60 | $61K | 10.02% |
| USI INSURANCE SERVICES LLC3 | 1787 SENTRY PARKWAY WEST, SUITE 300 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $8K | $8K | 1.25% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62689 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $41 | $9K | 6.05% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.75% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 203383 DALLAS, TX 75320 | METROPOLITAN LIFE INSURANCE COMPANY | $283 | $41 | $324 | 0.22% |
| USI INSURANCE SERVICES LLC3 | 1787 SENTRY PARKWAY WEST, SUITE 300 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $35 | $35 | 0.02% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 203383 DALLAS, TX 75320 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $10K | $0 | $10K | 10.07% |
| USI INSURANCE SERVICES LLC3 | 1018 WEST 9TH AVENUE, SUITE 100 KING OF PRUSSIA, PA 19406 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $0 | $1K | $1K | 1.26% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62689 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $1K | $0 | $1K | 6.18% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $0 | $182 | $182 | 0.77% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 203383 DALLAS, TX 75320 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $25 | $0 | $25 | 0.11% |
| USI INSURANCE SERVICES LLC3 | 1787 SENTRY PARKWAY WEST, SUITE 300 BLUE BELL, PA 19422 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $0 | $3 | $3 | 0.01% |
| USI INSURANCE SERVICES LLC3 | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 | PREFERRED LEGAL | $3K | $0 | $3K | 17.18% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 203383 DALLAS, TX 75320 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $524 | $0 | $524 | 10.11% |
| USI INSURANCE SERVICES LLC3 | 1018 WEST 9TH AVENUE, SUITE 100 KING OF PRUSSIA, PA 19406 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $0 | $65 | $65 | 1.25% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62689 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $77 | $0 | $77 | 8.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $0 | $10 | $10 | 1.04% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(6 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,551 | $886K |
| Vision(2 contracts) | EYEMED VISION CARE | 967 | $62K |
| Other | PREFERRED LEGAL | 136 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,551 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.