| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 1500 RIVERFRONT DR LITTLE ROCK, AR 72202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2211 7TH AVE S BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 3.71% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 1500 RIVERFRONT DR LITTLE ROCK, AR 72202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2211 7TH AVE S BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.67% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 1500 RIVERFRONT DR. LITTLE ROCK, AR 72202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2211 7TH AVE S BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 6.53% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $168 | $7K | 38.28% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | P. O. BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $149 | $3K | 16.68% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | -$38 | $186 | $148 | 0.77% |
| REGIONS INSURANCE INC3 Filed as: REGIONS INS INC | 1500 RIVERFRONT DR STE 200 LITTLE ROCK, AR 722021745 | METROPOLITAN LIFE INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $138 | $5K | 33.42% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | P. O. BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $120 | $2K | 14.75% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $28 | $137 | $165 | 1.07% |
| REGIONS INSURANCE INC3 Filed as: REGIONS INS INC | 1500 RIVERFRONT DR STE 200 LITTLE ROCK, AR 722021745 | METROPOLITAN LIFE INSURANCE COMPANY | $7 | — | $7 | 0.05% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $205 | $4K | 45.34% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | P.O. BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $116 | $2K | 19.35% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DRIVE SUITE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | -$70 | $172 | $102 | 1.10% |
| REGIONS INSURANCE INC3 Filed as: REGIONS INSURANCE INC. | 1500 RIVERFRONT DR. SUITE 200 LITTLE ROCK, AR 722021745 | METROPOLITAN LIFE INSURANCE COMPANY | $5 | — | $5 | 0.05% |
| WHITNEY ENTERPRISES INC4 | 3129 KELLY LN. ALEXANDER, AR 72002 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $287 | — | $287 | 8.65% |
| DEBORAH D MOSLEY4 | 168 WAGON TRAIN RD. MCRAE, AR 72102 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $161 | — | $161 | 4.85% |
| TIMBER C MOSLEY4 | 120 SAILBOAT LANE MCRAE, AR 72102 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $148 | — | $148 | 4.46% |
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 | 241 | 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) | 241 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH ADVANTAGE | 120 | $803K |
| Dental | ARKANSAS BLUE CROSS AND BLUE SHIELD | 158 | $60K |
| Vision | ARKANSAS BLUE CROSS AND BLUE SHIELD | 148 | $16K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 241 | $52K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 75 | $34K |
| Prescription drug | HEALTH ADVANTAGE | 120 | $803K |
| Other(6 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 241 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 241 | — |
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.