| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TIMOTHY J REED3 Filed as: TIMOTHY JOSEPH FOSTER | — | BLUECROSS BLUESHIELD OF TEXAS | $147K | — | $147K | 0.46% |
| HONESTRX CONSULTING, LLC3 Filed as: HONESTRX CONSULTING LLC | 550 RESERVE ST SUITE 190 SOUTHLAKE, TX 76092 | BLUECROSS BLUESHIELD OF TEXAS | — | $96K | $96K | 0.30% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | BLUECROSS BLUESHIELD OF TEXAS | — | $20K | $20K | 0.06% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | METROPOLITAN LIFE INSURANCE COMPANY | $160K | $32K | $192K | 10.68% |
| STEALTH PARTNER GROUP LLC3 | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | RELIASTAR LIFE INSURANCE COMPANY | — | $77K | $77K | 5.00% |
| STEALTH PARTNER GROUP LLC3 | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | RELIASTAR LIFE INSURANCE COMPANY | $39K | — | $39K | 2.53% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | SYMETRA LIFE INSURANCE COMPANY | $170K | $34K | $204K | 18.01% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | SAFEGUARD HEALTH PLANS, INC | $2K | $583 | $2K | 11.29% |
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 | 3,591 | 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) | 3,591 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 3,929 | $32.5M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 4,286 | $1.8M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 4,286 | $1.8M |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 3,591 | $1.1M |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 3,591 | $1.1M |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 3,591 | $1.1M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 2,671 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,286 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.