| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON LLC | 840 GESSNER RD SUITE 700 HOUSTON, TX 77024 | UNITEDHEALTHCARE INSURANCE COMPANY | $42K | — | $42K | 4.59% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $731 | $4K | 6.26% |
| ANSAS WAY LLC DBA USELECT5 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $582 | $582 | 1.00% |
| ANSAS WAY LLC DBA USELECT5 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $7K | $7K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $4K | 7.76% |
| ANSAS WAY LLC DBA USELECT5 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $5K | $5K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $610 | $2K | 7.00% |
| ANSAS WAY LLC DBA USELECT5 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $585 | $2K | 7.35% |
| ANSAS WAY LLC DBA USELECT5 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 15.00% |
| ANSAS WAY LLC DBA USELECT5 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $523 | $2K | 7.18% |
| ANSAS WAY LLC DBA USELECT5 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $593 | $2K | 7.93% |
| ANSAS WAY LLC DBA USELECT5 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $709 | $337 | $1K | 7.37% |
| ANSAS WAY, LLC3 Filed as: ANSAS WAY LLC | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | ASSURITY LIFE INSURANCE COMPANY | $7K | — | $7K | 77.51% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 21.94% |
| JACOB ANDREW GARCIA3 Filed as: JACOB A GARCIA | 21302 ENCINO CMNS APT 8304 SAN ANTONIO, TX 78259 | ASSURITY LIFE INSURANCE COMPANY | $240 | — | $240 | 2.56% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $876 | $199 | $1K | 12.29% |
| PAUL CRAWFORD DORTON3 | 605 BRIAR RIDGE DR BELLVILLE, TX 77418 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $77 | — | $77 | 0.88% |
| JACOB ANDREW GARCIA3 | 21302 ENCINO CMNS APT 8304 SAN ANTONIO, TX 78529 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10 | — | $10 | 0.11% |
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 | 166 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 167 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 119 | $904K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 102 | $58K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 76 | $9K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 166 | $44K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 70 | $24K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 64 | $48K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 119 | $904K |
| Other(5 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 166 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 166 | — |
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.