| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | — | BLUE CROSS BLUE SHIELD OF TEXAS | $5K | $26K | $31K | 0.47% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | $18K | — | $18K | 6.31% |
| 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 | 1.58% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITE CAP DRIVE NORTH KINGSTOWN, RI 02852 | UNITED AMERICAN INS. CO MEDICARE SUPPLEMENT | $26K | — | $26K | 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 | $6K | $2K | $8K | 6.82% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 3.37% |
| ALLEN BAKER3 | 12214 COBBLE COVE CIR CYPRESS, TX 774333380 | METROPOLITAN LIFE INSURANCE COMPANY | $382 | — | $382 | 0.34% |
| BRENNAN BAKER3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $310 | — | $310 | 0.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER DR ST 900 HOUSTON, TX 770565306 | METROPOLITAN LIFE INSURANCE COMPANY | — | $59 | $59 | 0.05% |
| BRYAN INGLIS3 | 104 PENNS WAY SHAVANO PARK, TX 782311400 | METROPOLITAN LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $642 | $5K | 11.36% |
| ALLEN BAKER3 | 12214 COBBLE COVER CIR CYPRESS, TX 77433 | METROPOLITAN LIFE INSURANCE COMPANY | $238 | — | $238 | 0.53% |
| BRENNAN BAKER3 | 6200 SAVOY DR. STE 345 HOUSTON, TX 77063 | METROPOLITAN LIFE INSURANCE COMPANY | $138 | — | $138 | 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 | $22 | $58 | $80 | 0.18% |
| BRANDON PENKO3 | 4927 MAGNOLIA BEND DR ROSHARON, TX 775836093 | METROPOLITAN LIFE INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| BRYAN INGLIS3 | 104 PENNS WAY SHAVANO PARK, TX 782311400 | METROPOLITAN LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| 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 | 5444 WESTHEIMER ROAD HOUSTON, TX 77056 | FEDERAL INSURANCE COMPANY | — | — | $0 | — |
| REUBEN WARNER ASSOCIATES, INC. | 1655 RICHMOND AVENUE STATE ISLAND, NY 10314 | FEDERAL INSURANCE COMPANY | — | — | $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 | 816 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 123 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 939 | 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 | 1,275 | $6.9M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY | 588 | $29K |
| Vision | VISION SERVICE PLAN | 556 | $103K |
| Life insurance | STANDARD INSURANCE COMPANY | 615 | $386K |
| Prescription drug | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | 128 | $287K |
| Other | FEDERAL INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,275 | — |
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.