| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | — | BLUECROSS BLUESHIELD OF TEXAS | $69K | $1K | $70K | 5.49% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 17TH FLOOR DALLAS, TX 75231 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $16 | $16 | 0.00% |
| AUSTIN SONICS, LTD3 | 4513 BURLESON RD AUSTIN, TX 78744 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $1 | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 7015 COLLEGE BLVD STE 400 OVERLAND PARK, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $0 | $16K | 13.39% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $2K | $9K | 7.13% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 4.48% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.12% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $16 | $16 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 7015 COLLEGE BLVD STE 400 OVERLAND PARK, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $320 | $2K | 26.14% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $474 | $164 | $638 | 7.53% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $474 | $474 | 5.59% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $99 | $99 | 1.17% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 7015 COLLEGE BLVD STE 400 OVERLAND PARK, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 23.58% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $453 | $154 | $607 | 7.90% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $453 | $453 | 5.90% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $96 | $96 | 1.25% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1 | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 7015 COLLEGE BLVD STE 400 OVERLAND PARK, KS 66211 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 21.34% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $259 | $94 | $353 | 7.28% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $259 | $259 | 5.34% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $54 | $54 | 1.11% |
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 | 180 | 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) | 180 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 180 | $1.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 179 | $120K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 179 | $120K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 179 | $120K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 179 | $120K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 179 | $120K |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 179 | $128K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 180 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.