| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANCO INS. SVC. OF BRYAN COLLEGE STA3 Filed as: ANCO INSURANCE SERVICES | 2711 N. HASKELL AVENUE, SUITE 2000 DALLAS, TX 752042914 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $926 | $926 | 0.91% |
| ANCO INS. SVC. OF BRYAN COLLEGE STA3 Filed as: ANCO INSURANCE SERVICES | 2711 N. HASKELL AVENUE, SUITE 2000 DALLAS, TX 752042914 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $702 | $702 | 0.79% |
| ANCO INS. SVC. OF BRYAN COLLEGE STA3 Filed as: ANCO INSURANCE SERVICES | 2711 N. HASKELL AVENUE, SUITE 2000 DALLAS, TX 752042914 | LIFE INSURANCE COMPANY OF AMERICA | — | $901 | $901 | 1.05% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SW, INC. - DALLAS | P O BOX 61187 VIRGINIA BEACH, VA 23466 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $926 | $8 | $934 | 2.28% |
| AON CONSULTING INC3 Filed as: CUSTOM BENEFIT PROGRAMS AN AON CO | 897 12TH ST HAMMONTON, NJ 08037 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $216 | $497 | $713 | 1.74% |
| JO ANN PANTALONE3 | 897 12TH ST HAMMONTON, NJ 08037 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $58 | $0 | $58 | 0.14% |
| ANCO INS. SVC. OF BRYAN COLLEGE STA3 Filed as: ANCO INSURANCE SERVICES | 2711 N. HASKELL AVENUE, SUITE 2000 DALLAS, TX 752042914 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $268 | $268 | 0.83% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | 9811 KATY FREEWAY STE 500 HOUSTON, TX 77024 | HYATT LEGAL PLAN | $1K | — | $1K | 10.02% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | HYATT LEGAL PLAN | — | $122 | $122 | 0.96% |
| USI INSURANCE SERVICES LLC3 | 200 W. CYPRESS CREEK ROAD SUITE 600 FORT LAUDERDALE, FL 33309 | HYATT LEGAL PLAN | — | $26 | $26 | 0.20% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | 222 S. RIVERSIDE PLAZA SUITE 630 CHICAGO, IL 60606 | HYATT LEGAL PLAN | — | $13 | $13 | 0.10% |
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 | 1,329 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,338 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF KANSAS | 225 | $918K |
| Dental(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF KANSAS | 510 | $1.4M |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 973 | $62K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,790 | $101K |
| Short-term disability | LIFE INSURANCE COMPANY OF AMERICA | 294 | $86K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,252 | $89K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF KANSAS | 225 | $918K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,579 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,790 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.