| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL LN DALLAS, TX 752314337 | BLUECROSS BLUESHIELD OF TEXAS | $58K | — | $58K | 1.99% |
| MC & H LIFE AGENCY INC3 | 8144 WALNUT HILL LN DALLAS, TX 752314337 | BLUECROSS BLUESHIELD OF TEXAS | — | $4K | $4K | 0.14% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 770420000 | THE GUARDIAN LIFE INSURANCE COMPANY | $31K | $10K | $40K | 13.15% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 770420000 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $15K | $7K | $21K | 14.49% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 770420000 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $5K | $17K | 14.30% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 770420000 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $4K | $14K | 14.33% |
| MC & H LIFE AGENCY INC3 | 8144 WALNUT HILL LN DALLAS, TX 752314337 | FIDELITY SECURITY LIFE INSURANCE | $4K | $4K | $9K | 29.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 770420000 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $944 | $3K | 14.46% |
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 | 753 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 753 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 697 | $2.9M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY | 440 | $307K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY | 440 | $307K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 753 | $166K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 158 | $96K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 753 | $313K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 753 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.