| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MESIROW INSURANCE SERVICES INC3 | — | BLUE CROSS BLUE SHIELD OF TEXAS | — | $9K | $9K | 0.15% |
| AMWINS5 | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | $20K | — | $20K | 7.39% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B. STREET, 6TH FLOOR SAN DIEGO, CA 92101 | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | $5K | — | $5K | 1.85% |
| AMWINS5 | 50 WHITE CAP DRIVE NORTH KINGSTOWN, RI 02852 | UNITED AMERICAN INS. CO MEDICARE SUPPLEMENT | $25K | — | $25K | 11.76% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B. STREET 6TH FLOOR SAN DIEGO, CA 92101 | UNITED AMERICAN INS. CO MEDICARE SUPPLEMENT | $13K | — | $13K | 5.88% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $2K | $8K | 6.35% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC DBA | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $16 | $6K | 5.00% |
| ALLEN BAKER3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $544 | — | $544 | 0.43% |
| BRENNAN BAKER3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $437 | — | $437 | 0.35% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER DR ST 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $35 | $35 | 0.03% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 707 B SR FL 6 SAN DIEGO, CA 921018156 | VISION SERVICE PLAN | — | — | $0 | 0.00% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DR, STE 345 HOUSTON, TX 77036 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $894 | $4K | 5.98% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 6200 SAVOY DR. STE 345 HOUSTON, TX 77036 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $16 | $3K | 4.58% |
| ALLEN BAKER3 | 6200 SAVOY DR, STE 345 HOUSTON, TX 77036 | METROPOLITAN LIFE INSURANCE COMPANY | $228 | — | $228 | 0.38% |
| BRENNAN BAKER3 | 6200 SAVOY DR. STE 345 HOUSTON, TX 77063 | METROPOLITAN LIFE INSURANCE COMPANY | $187 | — | $187 | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $35 | $35 | 0.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 77056 | THE GUARDIAN LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 5847 SAN FELIPE #2750 HOUSTON, TX 77057 | FEDERAL INSURANCE COMPANY | $0 | — | $0 | — |
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 | 632 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 71 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 703 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 1,437 | $6.5M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY | 614 | $33K |
| Vision | VISION SERVICE PLAN | 570 | $73K |
| Life insurance | STANDARD INSURANCE COMPANY | 559 | $302K |
| Prescription drug | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | 141 | $269K |
| Other | FEDERAL INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,437 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.