| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ELLIS BROWN & COMPANY | PO BOX 550823 HOUSTON, TX 77255 | MEMORIAL HERMANN HEALTH INSURANCE COMPANY | $10K | — | $10K | 7.08% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ELLIS BROWN AND COMPANY LLC | PO BOX 550823 HOUSTON, TX 77255 | METROPOLITAN LIFE INSURANCE COMPANY | $905 | — | $905 | 7.30% |
| KILPATRICK COMPANIES LLC3 | 1050 WILCREST DRIVE HOUSTON, TX 77042 | METROPOLITAN LIFE INSURANCE COMPANY | $702 | — | $702 | 5.67% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ELLIS BROWN & COMPANY | PO BOX 550823 HOUSTON, TX 77255 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| KILPATRICK COMPANIES LLC3 Filed as: KILPATRICK COMPANIES LTD | 1050 WILCREST DRIVE HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $351 | $351 | 4.99% |
| DARIN POTTS3 | 510 BERING DRIVE HOUSTON, TX 77057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $521 | $612 | $1K | 16.97% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ELLIS BROWN AND COMPANY LLC | PO BOX 550823 HOUSTON, TX 77255 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $972 | — | $972 | 14.56% |
| WAYNE JAMES PITRIE3 | 9737 BEVLYN DRIVE HOUSTON, TX 77025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $539 | $152 | $691 | 10.35% |
| MARY REBECCA BOWLES3 | 147 WEST WADING POND CIRCLE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $141 | $70 | $211 | 3.16% |
| SHARON LEA HART3 | 2441 SOUTH BYPASS 35 ALVIN, TX 77511 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.34% |
| DONALD GRANT JAMES3 | 2706 TAMPA STREET FRIENDSWOOD, TX 77546 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.27% |
| JONATHAN ANTHONY SCOTT3 | 2829 TIMMONS LANE HOUSTON, TX 77027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.22% |
| LYNDA TANNER3 | PO BOX 1225 SEABROOK, TX 77586 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.21% |
| SA GENERAL AGENCY INC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.21% |
| LAURA ELYSE MCNEILL3 | 5330 BEVERLYHILL STREET HOUSTON, TX 77056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.06% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ELLIS BROWN & COMPANY | PO BOX 550823 HOUSTON, TX 77255 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $885 | — | $885 | 15.01% |
| KILPATRICK COMPANIES LLC3 Filed as: KILPATRICK COMPANIES LTD | 1050 WILCREST DRIVE HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $295 | $295 | 5.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ELLIS BROWN & COMPANY LLC | PO BOX 550823 HOUSTON, TX 77255 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $726 | — | $726 | 14.13% |
| KILPATRICK COMPANIES LLC3 | 1050 WILCREST DRIVE HOUSTON, TX 77042 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $242 | — | $242 | 4.71% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ELLIS BROWN & COMPANY | PO BOX 550823 HOUSTON, TX 77255 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $585 | — | $585 | 14.99% |
| KILPATRICK COMPANIES LLC3 Filed as: KILPATRICK COMPANIES LTD | 1050 WILCREST DRIVE HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $195 | $195 | 5.00% |
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 | 167 | 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) | 167 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MEMORIAL HERMANN HEALTH INSURANCE COMPANY | 228 | $137K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 217 | $18K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 217 | $12K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 181 | $4K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 105 | $7K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 65 | $6K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 181 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 228 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.