| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72202 | DELTA DENTAL PLAN OF ARKANSAS | $27K | — | $27K | 9.05% |
| MCGRIFF INSURANCE SERVICES INC3 | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $53K | $13K | $66K | 24.70% |
| PROFESSIONAL ENROLLMENT CONCEPTS5 | 6200 SAVOY DR STE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $8K | $8K | 3.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $33K | $8K | $41K | 25.00% |
| PROFESSIONAL ENROLLMENT CONCEPTS5 | 6200 SAVOY DR STE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 3.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN TOWER LIFE INSURANCE COMPANY | $60K | $866 | $61K | 38.95% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARNTERS OF HOUSTON LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIA, TX 782324371 | METROPOLITAN TOWER LIFE INSURANCE COMPANY | $43K | $4K | $47K | 30.06% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVE STE 550 SAN ANTONION, TN 782324371 | METROPOLITAN TOWER LIFE INSURANCE COMPANY | $17K | — | $17K | 10.90% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $921 | $23K | 17.21% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $5K | $20K | 14.54% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 3.95% |
| MCGRIFF INSURANCE SERVICES INC3 | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | $6K | $30K | 25.32% |
| PROFESSIONAL ENROLLMENT CONCEPTS5 | 6200 SAVOY DR STE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 3.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $714 | $16K | 16.24% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC DBA | PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $4K | $14K | 14.14% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | 13750 SAN PEDRO AVE STE 550 CAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 3.25% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC DBA | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $3K | $18K | 19.38% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $663 | $16K | 17.02% |
| ACCRETIVE ENROLLMENT SERVICES LLC | 13750 SAN PEDRO AVE SUITE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 2.77% |
| MCGRIFF INSURANCE SERVICES INC3 | 1500 RIVERFRONT DRIVE LITTLE ROCK, AR 72202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $5K | $18K | 20.36% |
| PROCESSIONAL ENROLLMENT CONCEPTS5 Filed as: PROCESSIONAL CONCEPTS | 6200 SAVOY DR STE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 3.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $1K | $9K | 12.26% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC DBA | PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 2.06% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 47 AIRPARK COURT GREENVILLE, SC 29607 | HEALTHIEST YOU | $13K | — | $13K | 25.00% |
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 | 700 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 703 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL PLAN OF ARKANSAS | 1,114 | $300K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 989 | $73K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 700 | $508K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 479 | $164K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 399 | $118K |
| Other(7 contracts, 4 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 722 | $741K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,114 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.