| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSEPH MOCK3 Filed as: JOSEPH D MOCK | 2421 REPUBLIC TRAILS BLVD LEANDER, TX 78641 | HUMANA INSURANCE COMPANY | $5K | — | $5K | 9.78% |
| JERRY MCPETERS3 | 6736 GATERIDGE DALLAS, TX 75254 | HCC LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| GROUP & PENSION ADMINISTRATORS INC3 | 12770 MERIT DR 2ND FL PARK CENTRAL 8 DALLAS, TX 75251 | HCC LIFE INSURANCE COMPANY | — | $703 | $703 | 3.60% |
| LESLIE TRUMAN3 Filed as: LESLIE R CASDORPH | 325 LIGHTNING BUG LANE HOLLY RIDGE, NC 28445 | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | $865 | — | $865 | 10.00% |
| LESLIE TRUMAN3 Filed as: LESLIE R CASDORPH | 325 LIGHTNING BUG LANE HOLLY RIDGE, NC 28445 | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | $687 | — | $687 | 10.01% |
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 | 186 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 186 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 90 | $64K |
| Vision(3 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 90 | $64K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 186 | $300K |
| Other | HCC LIFE INSURANCE COMPANY | 189 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 189 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.