| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | 7600 EAST ORCHARD ROAD SUITE 230S GREENWOOD VILLAGE, CO 80111 | BLUECROSS BLUESHIELD OF TEXAS | $107K | $0 | $107K | 2.73% |
| LOCKTON COMPANIES, LLC3 Filed as: BOWEN MICLETTE & BRITT INS AGENCY | 2800 NORTH LOOP WEST SUITE 1100 HOUSTON, TX 77092 | BLUECROSS BLUESHIELD OF TEXAS | $32K | $0 | $32K | 0.81% |
| LOCKTON COMPANIES, LLC3 Filed as: BOWEN MICLETTE & BRITT INS AGENCY | 2800 NORTH LOOP WEST SUITE 1100 HOUSTON, TX 77092 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $10K | $10K | 0.25% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | KAISER FOUNDATION HEALTH PLAN, INC. | $7K | $0 | $7K | 3.01% |
| LOCKTON COMPANIES, LLC3 Filed as: BOWEN MICLETTE & BRITT INSURANCE | PO BOX 922022 HOUSTON, TX 77292 | KAISER FOUNDATION HEALTH PLAN, INC. | $4K | $0 | $4K | 1.73% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | 7600 EAST ORCHARD ROAD SUITE 230S GREENWOOD VILLAGE, CO 80111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $27K | $0 | $27K | 10.96% |
| LOCKTON COMPANIES, LLC3 Filed as: BOWEN MICLETTE & BRITT INS AGENCY | 2800 NORTH LOOP WEST SUITE 1100 HOUSTON, TX 77092 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 3.21% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVENUE SUITE 550 SAN ANTONIO, TX 77042 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.97% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC | 1787 SENTRY PARKWAY WEST BUILDING 16, SUITE 32 BLUE BELL, PA 77042 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.91% |
| LOCKTON COMPANIES, LLC3 Filed as: BOWEN MICLETTE & BRITT INS AGENCY | 2800 NORTH LOOP WEST SUITE 1100 HOUSTON, TX 77092 | METROPOLITAN LIFE INSURANCE COMPANY | $877 | $0 | $877 | 0.77% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVENUE SUITE 550 SAN ANTONIO, TX 77042 | METROPOLITAN LIFE INSURANCE COMPANY | $42 | $0 | $42 | 0.04% |
| LOCKTON COMPANIES, LLC3 Filed as: BOWEN MICLETTE & BRITT INS AGENCY | 2800 NORTH LOOP WEST SUITE 1100 HOUSTON, TX 77092 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $4K | $0 | $4K | 5.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | PO BOX 441 DES MOINES, IA 50302 | DEARBORN LIFE INSURANCE COMPANY | $3K | $0 | $3K | 7.60% |
| LOCKTON COMPANIES, LLC3 Filed as: BOWEN MICLETTE & BRITT INS AGENCY | 2800 NORTH LOOP WEST SUITE 1100 HOUSTON, TX 77092 | DEARBORN LIFE INSURANCE COMPANY | $904 | $2K | $3K | 7.16% |
| LOCKTON COMPANIES, LLC3 Filed as: BOWEN MICLETTE & BRITT INS AGENCY | PO BOX 922022 HOUSTON, TX 77292 | METLIFE LEGAL PLANS | $863 | $0 | $863 | 5.02% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY AND ASSOCIATES, LLC | PO BOX 441 DES MOINES, IA 50302 | METLIFE LEGAL PLANS | $855 | $0 | $855 | 4.98% |
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 | 553 | 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) | 553 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 828 | $4.3M |
| Dental | BLUECROSS BLUESHIELD OF TEXAS | 828 | $3.9M |
| Vision | DEARBORN LIFE INSURANCE COMPANY | 378 | $37K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 553 | $245K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 553 | $245K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 553 | $245K |
| Prescription drug(3 contracts, 3 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 828 | $4.3M |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 553 | $376K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 828 | — |
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.