| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MORGAN WHITE LIMITED3 Filed as: MORGAN WHITE, LTD. | P.O. BOX 14067 JACKSON, MS 39236 | DELTA DENTAL INSURANCE COMPANY | $8K | — | $8K | 6.50% |
| EDWARD CHARLES BASSO II3 | 71146 RIVERSIDE DR COVINGTON, LA 70433 | CIGNA GROUP INSURANCE | $8K | — | $8K | 20.00% |
| TE MESTMAKER AND ASSOC. INSURANCE3 Filed as: TE MESTMAKER & ASSOCIATES | 1675 CHESTER AVE. SUITE 400 BAKERSFIELD, CA 93301 | CIGNA GROUP INSURANCE | — | $1K | $1K | 3.22% |
| TE MESTMAKER AND ASSOC. INSURANCE3 | 1675 CHESTER AVE. BAKERSFIELD, CA 93301 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 15.00% |
| EDWARD CHARLES BASSO II3 | 71146 RIVERSIDE DR COVINGTON, LA 70433 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 10.00% |
| MWG BENEFITS INC3 Filed as: MWG BENEFITS, INC. | 5722 I-55 N. FRONTAGE ROAD JACKSON, MS 39211 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 12.39% |
| EDWARD CHARLES BASSO II3 | 71146 RIVERSIDE DR COVINGTON, LA 70433 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 23.93% |
| TE MESTMAKER AND ASSOC. INSURANCE3 | 1675 CHESTER AVE. BAKERSFIELD, CA 93301 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 11.17% |
| EDWARD CHARLES BASSO II3 | 71146 RIVERSIDE DR. COVINGTON, LA 70433 | CIGNA GROUP INSURANCE | $4K | — | $4K | 20.00% |
| MWG BROKER SERVICES5 Filed as: MWG ADMINISTRATORS, INC | P.O. BOX 14067 JACKSON, MS 39236 | DAVIS VISION | — | $4K | $4K | 20.96% |
| PPR2, INC.3 | P.O. BOX 14067 JACKSON, MS 39236 | DAVIS VISION | $972 | — | $972 | 5.00% |
| EDWARD CHARLES BASSO II3 | 71146 RIVERSIDE DR COVINGTON, LA 70433 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 19.14% |
| TE MESTMAKER AND ASSOC. INSURANCE3 | 1675 CHESTER AVE. BAKERSFIELD, CA 93301 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 13.39% |
| EDWARD CHARLES BASSO II3 | 71146 RIVERSIDE DR COVINGTON, LA 70433 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $394 | — | $394 | 19.99% |
| TE MESTMAKER AND ASSOC. INSURANCE3 | 1675 CHESTER AVE BAKERSFIELD, CA 93301 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $128 | $128 | 6.49% |
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 | 207 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 207 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 207 | $1.2M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 207 | $119K |
| Vision | DAVIS VISION | 207 | $19K |
| Life insurance(4 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 207 | $78K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 207 | $29K |
| Long-term disability | CIGNA GROUP INSURANCE | 207 | $42K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 207 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.