| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICESS HOUSTON | 5444 WESTHEIMER RD. STE 900 HOUSTON, TX 770565306 | BLUE CROSS BLUE SHIELD OF TEXAS | $6K | $40K | $45K | 0.85% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | $20K | — | $20K | 7.05% |
| 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 | 1.76% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 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% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC DBA | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $1K | $12K | 10.03% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $184 | $785 | $969 | 0.80% |
| ALLEN BAKER3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $495 | — | $495 | 0.41% |
| BRENNAN BAKER3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $335 | — | $335 | 0.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER DR ST 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $55 | $55 | 0.05% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $713 | $6K | 10.11% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY DR, STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | — | $367 | $367 | 0.66% |
| ALLEN BAKER3 | 6200 SAVOY DR, STE 345 HOUSTON, TX 77036 | METROPOLITAN LIFE INSURANCE COMPANY | $226 | — | $226 | 0.41% |
| BRENNAN BAKER3 | 6200 SAVOY DR. STE 345 HOUSTON, TX 77063 | METROPOLITAN LIFE INSURANCE COMPANY | $151 | — | $151 | 0.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $55 | $55 | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER RD. SUITE 900 HOUSTON, TX 77056 | THE GUARDIAN LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| REUBEN WARNER ASSOCIATES, INC. | 1655 RICHMOND AVENUE STATE ISLAND, NY 10314 | FEDERAL INSURANCE COMPANY | $183 | — | $183 | 1.41% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 5444 WESTHEIMER ROAD HOUSTON, TX 77056 | FEDERAL INSURANCE COMPANY | — | — | $0 | 0.00% |
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 | 636 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 83 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 719 | 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 | 1,409 | $5.7M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY | 620 | $30K |
| Vision | VISION SERVICE PLAN | 593 | $73K |
| Life insurance | STANDARD INSURANCE COMPANY | 573 | $354K |
| Prescription drug | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | 134 | $280K |
| Other | FEDERAL INSURANCE COMPANY | 570 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,409 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.