| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST INS AGNY | PO BOX 2456 LAFAYETTE, LA 70502 | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $35K | $22K | $56K | 5.72% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGN | 600 JEFFERSON ST-STE 200 LAFAYETTE, LA 70501 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $19 | $7K | 8.45% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $1K | $5K | 5.90% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.96% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGE | 600 JEFFERSON ST -STE200 LAFAYETTE, LA 70501 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $19 | $25K | 31.98% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $2K | $17K | 21.81% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | — | $10K | 12.91% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $1K | $5K | 6.39% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGN | 600 JEFFERSON ST - STE 200 LAFAYETTE, LA 70501 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $19 | $13K | 31.11% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE - STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $1K | $9K | 21.06% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVE - STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 12.71% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $724 | $3K | 6.22% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST AGNCY | 600 JEFERSON ST - STE 200 LAFAYETTE, LA 70501 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 7.35% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGN | 600 JEFFERSON ST - STE 200 LAFAYETTE, LA 70501 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $19 | $9K | 35.22% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $776 | $6K | 23.86% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVE - STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 14.40% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $505 | $2K | 7.11% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST INS AGCY | 600 JEFFERSON ST - SUITE 200 LAFAYETTE, LA 70501 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 8.24% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST INS AGCY | 600 JEFFERSON ST - STE 200 LAFAYETTE, LA 70501 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 14.28% |
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 | 191 | 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) | 191 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 207 | $1.0M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 219 | $1.1M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 219 | $81K |
| Life insurance | STANDARD INSURANCE COMPANY | 191 | $22K |
| Short-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 193 | $55K |
| Long-term disability | STANDARD INSURANCE COMPANY | 31 | $14K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 207 | $987K |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 193 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 219 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.