| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC | — | BLUECROSS BLUESHIELD OF TEXAS | $4K | — | $4K | 0.53% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE & FINANCIAL | — | BLUECROSS BLUESHIELD OF TEXAS | $2K | — | $2K | 0.33% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TEXAS ASSOCIATES INSURANCE AGENCY | 1120 S CAPITAL OF TEXAS HIGHWAY SUITE 300 WEST LAKE HILLS, TX 78746 | BLUECROSS BLUESHIELD OF TEXAS | $2K | — | $2K | 0.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TEXAS ASSOCIATES INSURORS AGENCY LP | — | ACE AMERICAN INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TEXAS ASSOCIATES INSURORS AGENCY LP | 1120 SOUTH CAPITAL OF TEXAS HIGHWAY SUITE 300 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 13.73% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC | 7000 NORTH MOPAC EXPRESSWAY SUITE 365 AUSTIN, TX 78731 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $243 | — | $243 | 1.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TEXAS ASSOCIATES INSURORS AGENCY LP | 1120 SOUTH CAPITAL FO TEXAS HIGHWAY SUITE 300 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 13.80% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC | 7000 NORTH MOPAC EXPRESSWAY SUITE 365 AUSTIN, TX 78731 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $212 | — | $212 | 1.20% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TEXAS ASSOCIATES INSURORS AGENCY LP | 1120 SOUTH CAPITAL OF TEXAS HIGHWAY SUITE 300 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 13.72% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC | 7000 NORTH MOPAC EXPRESSWAY SUITE 365 AUSTIN, TX 78731 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $222 | — | $222 | 1.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TEXAS ASSOCIATES INSURORS AGENCY LP | — | ACE AMERICAN INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TEXAS ASSOCIATES INSURORS AGENCY LP | 1120 SOUTH CAPITAL OF TEXAS HIGHWAY SUITE 300 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 13.72% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF TEXAS INC | 7000 NORTH MOPAC EXPRESSWAY SUITE 365 AUSTIN, TX 78731 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $142 | — | $142 | 1.28% |
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 | 146 | 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) | 146 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 162 | $733K |
| Dental | ACE AMERICAN INSURANCE COMPANY | 125 | $68K |
| Vision | ACE AMERICAN INSURANCE COMPANY | 95 | $11K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 146 | $29K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $17K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 146 | $19K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 146 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 162 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.