| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATION INC | P.O. BOX 9207 DES MOINES, IA 503069207 | METROPOLITAN LIFE INSURANCE COMPANY | $254K | $19K | $273K | 3.87% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY, & ASSOC., INC. | 12712 PARK CENTRAL DRIVE, SUITE 100 DALLAS, TX 75251 | ZURICH AMERICAN INSURANCE COMPANY | $36K | $0 | $36K | 5.00% |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | ZURICH AMERICAN INSURANCE COMPANY | $0 | $36K | $36K | 5.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOC. INC | 12712 PARK CENTRAL DRIVE, SUITE 100 DALLAS, TX 75251 | ZURICH AMERICAN INSURANCE COMPANY | $2K | $0 | $2K | 5.00% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: REUBEN WARNER ASSOCIATES INC | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | ZURICH AMERICAN INSURANCE COMPANY | $0 | $2K | $2K | 5.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HCSC-BLUE CROSS BLUE SHIELD OF TX EIN 36-1236610 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $3.7M |
| FIDELITY EIN 04-2507163 NONE | Recordkeeping fees; Direct payment from the plan Service code 50 | — | $1.4M |
| TEXAS INSTRUMENTS INCORPORATED EIN 75-0289970 PLAN SPONSOR | Non-monetary compensation; Plan Administrator Service code 14 | — | $624K |
| CGLIC (CIGNA) EIN 06-0300370 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $458K |
| CASTLIGHT EIN 26-1989091 NONE | Direct payment from the plan; Other services Service code 49 | — | $324K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $315K |
| MAGELLAN BEHAVIORAL CORPORATION EIN 52-2135463 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $246K |
| ERNST & YOUNG LLP EIN 34-6565596 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $165K |
| WAGEWORKS EIN 94-3351864 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $80K |
| NORTHERN TRUST CO. EIN 36-1561860 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $39K |
| CAREMARK, LLC EIN 05-0340626 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $38K |
| HOLMES MURPHY & ASSOC. INC NONE | Consulting fees; Non-monetary compensation Service code 56 | 12712 PARK CENTRAL DRIVE SUITE 100 DALLAS, TX 75251 | $3K |
| TEXAS INSTRUMENTS INC | Non-monetary compensation Service code 56 | — | $1K |
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 | 12,158 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 314 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,472 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 406 | $3.1M |
| Dental | AETNA LIFE INSURANCE CO. | 1,803 | $567K |
| Vision | VISION SERVICE PLAN | 7,594 | $1.9M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 26,222 | $7.1M |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 9 | $3K |
| Other(3 contracts, 2 carriers) | ZURICH AMERICAN INSURANCE COMPANY | 46,500 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 46,500 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.