| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | SUITE 1200 2100 ROSS AVENUE DALLAS, TX 75201 | BLUE CROSS BLUE SHIELD | $66K | $11K | $76K | 2.33% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | BLUECROSS BLUESHIELD OF TEXAS | $36K | $1K | $37K | 3.19% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | DUNNING SERIES OF LOCKTON CO LLC 2100 ROSS AVE STE 1200 DALLAS, TX 752671410 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $22K | — | $22K | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVENUE STE 1200 DALLAS, TX 752011410 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 4.76% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $89 | $89 | 0.06% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC 354970 | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | NEW YORK LIFE | $22K | — | $22K | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC 354970 | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | NEW YORK LIFE | $18K | — | $18K | 15.00% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PKWY STE 550 PLANO, TX 750244019 | METROPOLITAN LIFE INSURANCE | $17K | $4K | $21K | 18.91% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DEPT 3042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE | $7K | $71 | $7K | 6.37% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W47TH ST STE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE | — | $593 | $593 | 0.53% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PARKWAY STE 550 PLANO, TX 750244019 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $1K | $7K | 16.78% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DEPT 3042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $71 | $3K | 6.70% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $231 | $231 | 0.53% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES INC | 15717 ANTHEM PARK 508 SAN ANTONIO, TX 75312 | EYEMED VISION CARE | $4K | — | $4K | 11.63% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PKWY STE 500 PLANO, TX 750244019 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $737 | $5K | 22.54% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DEPT 3042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $71 | $2K | 8.05% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $110 | $110 | 0.53% |
| LOCKTON COMPANIES, LLC7 Filed as: LOCKTON COMPANIES LLC | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | LIFE INSURANCE OF N AMERICA-CIGNA | — | $6K | $6K | — |
| LOCKTON COMPANIES, LLC7 Filed as: LOCKTON COMPANIES LLC | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | LIFE INSURANCE COMPANY OF N AMERICA-CIGNA | — | $4K | $4K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TEXAS EIN 36-1236610 CLAIMS PROCESSOR | Other services; Plan Administrator Service code 14 | 300 EAST RANDOLPH STREET CHICAGO, IL 60601 | $101K |
| BENEFIT MANAGEMENT ADMINISTRATORS EIN 74-2666638 FLEX PLAN ADMINISTATOR | Plan Administrator Service code 14 | 11550 IH 10 WEST STE 220 SAN ANTONIO, TX 78230 | $7K |
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 | 556 | 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) | 556 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD | 548 | $4.5M |
| Dental | BLUE CROSS BLUE SHIELD | 548 | $3.3M |
| Vision | EYEMED VISION CARE | 528 | $34K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 562 | $147K |
| Short-term disability(2 contracts, 2 carriers) | NEW YORK LIFE | 149 | $146K |
| Long-term disability(2 contracts, 2 carriers) | NEW YORK LIFE | 469 | $117K |
| Other(3 contracts, 3 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 562 | $302K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 562 | — |
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.