| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSEPH JOBST3 | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $0 | $8K | 11.92% |
| BENEUSA LLC3 | PO BOX 1240 WATERTOWN, MN 553881240 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $18 | $2K | 3.28% |
| JOSEPH JOBST3 | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 15.00% |
| BENEUSA LLC3 | 261 SCHOOL AVE STE 350 EXCELSIOR, MN 55331 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 5.00% |
| JOSEPH JOBST3 | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 15.00% |
| BENEUSA LLC3 | 261 SCHOOL AVE STE 350 EXCELSIOR, MN 55331 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON DBA PEC | 6200 SAVOY DR STE 345 HOUSTON, TX 77036 | TRUSTMARK INSURANCE COMPANY | $20K | $0 | $20K | 41.35% |
| JOSEPH JOBST3 Filed as: JOSEPH JOBST EMPLOYEE BENEFITS | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | TRUSTMARK INSURANCE COMPANY | $9K | $0 | $9K | 17.72% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON DBA PEC | 6200 SAVOY DR STE 345 HOUSTON, TX 77036 | TRUSTMARK INSURANCE COMPANY | $30K | $0 | $30K | 62.85% |
| JOSEPH JOBST3 Filed as: JOSEPH JOBST EMPLOYEE BENEFITS | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | TRUSTMARK INSURANCE COMPANY | $13K | $0 | $13K | 26.94% |
| JOSEPH JOBST3 | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $3K | $0 | $3K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON DBA PEC | 6200 SAVOY DR STE 345 HOUSTON, TX 77036 | TRUSTMARK INSURANCE COMPANY | $9K | $0 | $9K | 45.12% |
| JOSEPH JOBST3 Filed as: JOSEPH JOBST EMPLOYEE BENEFITS | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | TRUSTMARK INSURANCE COMPANY | $4K | $0 | $4K | 19.34% |
| JOSEPH JOBST3 | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
| BENEUSA LLC3 | 261 SCHOOL AVE STE 350 EXCELSIOR, MN 55331 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $758 | $758 | 5.00% |
| JOSPEH JOBST3 | 26669 INTERSTATE 10 W UNIT 5 BOERNE, TX 78006 | SAFEGUARD HEALTH PLANS INC | $2K | $0 | $2K | 11.81% |
| BENEUSA LLC3 | PO BOX 1240 WATERTOWN, MN 553881240 | SAFEGUARD HEALTH PLANS INC | $457 | $0 | $457 | 3.22% |
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 | 460 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 461 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 369 | $82K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 379 | $26K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 451 | $67K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 156 | $56K |
| Other(6 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 451 | $206K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 451 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.