| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES , INC | 800 GESSNER ROAD SUITE 300 HOUSTON, TX 77024 | BLUECROSS BLUESHIELD OF TEXAS | $84K | — | $84K | 2.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3000 EXECUTIVE PKWY STE 325 SAN RAMON, CA 94583 | BLUECROSS BLUESHIELD OF TEXAS | $58K | — | $58K | 1.88% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICESS INC | 800 GESSNER ROAD SUITE 300 HOUSTON, TX 77024 | DEARBORN LIFE INSURANCE COMPANY | $6K | — | $6K | 3.73% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3000 EXECUTIVE PKWY STE 325 SAN RAMON, CA 94583 | DEARBORN LIFE INSURANCE COMPANY | $6K | — | $6K | 3.28% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS | AN ALERA GROUP AGENCY LLC 333 N GLENOAKS BLVD STE 410 BURBANK, CA 91502 | DEARBORN LIFE INSURANCE COMPANY | $4K | — | $4K | 2.49% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 101 PARK AVE FL 12 NEW YORK, NY 101780002 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $111 | $4K | 13.22% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $225 | $225 | 0.85% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $50 | $50 | 0.19% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS AN | ALERA GROUP AGENCY 1918 RIVERSIDE DR LOS ANGELES, CA 900393705 | METROPOLITAN LIFE INSURANCE COMPANY | $31 | $1 | $32 | 0.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 101 PARK AVE FL 12 NEW YORK, NY 101780002 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $111 | $2K | 12.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $180 | $180 | 0.95% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | $4 | $50 | $54 | 0.29% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS | AN ALERA GROUP AGENCY 1918 RIVERSIDE DR LOS ANGELES, CA 900393705 | METROPOLITAN LIFE INSURANCE COMPANY | -$36 | -$2 | -$38 | -0.20% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 101 PARK AVE FL 12 NEW YORK, NY 101780002 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $111 | $1K | 42.22% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $189 | $189 | 6.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | $1 | $50 | $51 | 1.89% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS AN | ALERA GROUP AGENCY 333 N GLENOAKS BLVD STE 410 BURBANK, CA 915023273 | METROPOLITAN LIFE INSURANCE COMPANY | -$185 | $2 | -$183 | -6.77% |
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 | 363 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 363 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 454 | $3.1M |
| Dental | BLUECROSS BLUESHIELD OF TEXAS | 454 | $3.1M |
| Vision | DEARBORN LIFE INSURANCE COMPANY | 378 | $174K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 378 | $174K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 378 | $174K |
| Long-term disability | DEARBORN LIFE INSURANCE COMPANY | 378 | $174K |
| Prescription drug | BLUECROSS BLUESHIELD OF TEXAS | 454 | $3.1M |
| Other(4 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 378 | $222K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 454 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.