| 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 | $39K | — | $39K | 0.82% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $20K | — | $20K | 0.41% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $770 | $770 | 0.02% |
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARKWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $30K | — | $30K | 0.85% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $15K | — | $15K | 0.43% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $584 | $584 | 0.02% |
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $37K | — | $37K | 4.19% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $19K | — | $19K | 2.11% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $738 | $738 | 0.08% |
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARKWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $31K | — | $31K | 4.21% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $16K | — | $16K | 2.12% |
| AXA ASSISTANCE, USA5 | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $607 | $607 | 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 | 0.42% |
| FRED MAXWELL - ACIUS GROUP3 | SUITE 203, 2591 DALLAS PARKWAY SUITE 220 FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $41K | — | $41K | 271.86% |
| PAUL HICKS3 | 7038 GREATWOOD TRAILS DR SUGAR LAND, TX 77479 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $21K | — | $21K | 136.76% |
| AXA ASSISTANCE, USA5 Filed as: AXA ASSISTANCE | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $805 | $805 | 5.35% |
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 | 8,246 | 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) | 8,246 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 1,020 | $297K |
| Vision | VISION SERVICE PLAN | 5,188 | $852K |
| Life insurance(3 contracts) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 10,341 | $6.4M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 7,845 | $3.5M |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 10,823 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,823 | — |
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.