| 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 | $60K | $11K | $71K | 2.21% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | BLUECROSS BLUESHIELD OF TEXAS | $33K | $1K | $34K | 3.02% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC 354970 | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | NEW YORK LIFE | $25K | — | $25K | 15.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC 354970 | DEPT 3042 PO BOX 123042 DALLAS, TX 75312 | NEW YORK LIFE | $24K | — | $24K | 15.00% |
| 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 | $21K | — | $21K | 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 | 4.74% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $134 | $134 | 0.10% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PKWY STE 550 PLANO, TX 750244019 | METROPOLITAN LIFE INSURANCE | $14K | $4K | $18K | 18.41% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DEPT 3042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE | $6K | $87 | $6K | 5.98% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W47TH ST STE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE | — | $456 | $456 | 0.47% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PARKWAY STE 550 PLANO, TX 750244019 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $2K | $9K | 21.16% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DEPT 3042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $87 | $3K | 7.36% |
| 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 | — | $187 | $187 | 0.46% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES INC | 15717 ANTHEM PARK 508 SAN ANTONIO, TX 75312 | EYEMED VISION CARE | $3K | — | $3K | 9.16% |
| TBX EMPLOYEE BENEFITS LLC3 | 7500 DALLAS PKWY STE 500 PLANO, TX 750244019 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $684 | $4K | 21.08% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 123042 DEPT 3042 DALLAS, TX 753123042 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $87 | $1K | 7.51% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH STE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $81 | $81 | 0.46% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TEXAS EIN 36-1236610 CLAIMS PROCESSOR | Plan Administrator; Other services Service code 14 | 300 EAST RANDOLPH STREET CHICAGO, IL 60601 | $93K |
| BENEFIT MANAGEMENT ADMINISTRATORS EIN 74-2666638 FLEX PLAN ADMINISTRATOR | 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 | 538 | 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) | 538 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD | 555 | $4.4M |
| Dental | BLUE CROSS BLUE SHIELD | 555 | $3.2M |
| Vision | EYEMED VISION CARE | 552 | $32K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 698 | $140K |
| Short-term disability | NEW YORK LIFE | 156 | $159K |
| Long-term disability | NEW YORK LIFE | 576 | $166K |
| Other(3 contracts, 3 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 698 | $278K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 698 | — |
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.