| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARKWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $42K | — | $42K | 0.90% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $19K | — | $19K | 0.41% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $847 | $847 | 0.02% |
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARKWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $28K | — | $28K | 0.88% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $13K | — | $13K | 0.40% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $552 | $552 | 0.02% |
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $40K | — | $40K | 4.50% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $18K | — | $18K | 2.04% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $795 | $795 | 0.09% |
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARKWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $29K | — | $29K | 3.97% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $13K | — | $13K | 1.81% |
| AXA ASSISTANCE, USA5 | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $581 | $581 | 0.08% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN L. WORTHAM & SON LLP | PO BOX 301598 DALLAS, TX 75303 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.48% |
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARKWAY SUITE 220 FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $39K | — | $39K | 279.05% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $18K | — | $18K | 126.75% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $773 | $773 | 5.58% |
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 | 8,100 | 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) | 8,100 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 1,290 | $283K |
| Vision | VISION SERVICE PLAN | 5,020 | $817K |
| Life insurance(3 contracts) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 11,866 | $6.3M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 7,732 | $3.2M |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 10,823 | $14K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,866 | — |
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."
No prospect flags tripped on this filing.