| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| 19 21 CONSULTANTS CO., LLC3 | 568 S BUSINESS IH 35 NEW BRAUNFELS, TX 78130 | BLUE CROSS BLUE SHIELD OF TEXAS | $5K | $0 | $5K | 4.25% |
| 19 21 CONSULTANTS CO., LLC3 | 568 S. BUSINESS IH 35 NEW BRAUNFELS, TX 78130 | METROPOLITAN LIFE INSURANCE CO. | $12K | $0 | $12K | 12.50% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP, INC. | 8000 NORMAN CENTER DR., STE 605 BLOOMINGTON, MN 55437 | METROPOLITAN LIFE INSURANCE CO. | $2K | $498 | $3K | 3.06% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS | 1787 SENTRY PKWY W. BLDG. 16, STE 320 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE CO. | $2K | $0 | $2K | 2.37% |
| ENROLLEASE3 Filed as: ENROLLEASE INC. | 7979 OLD GEORGETOWN RD., STE 300 BETHESDA, MD 20814 | METROPOLITAN LIFE INSURANCE CO. | $0 | $322 | $322 | 0.33% |
| ADP INC3 Filed as: AUTOMATIC DATA PROCESSING INS. | 1 ADP BLVD. ROSELAND, NJ 07068 | METROPOLITAN LIFE INSURANCE CO. | $37 | $0 | $37 | 0.04% |
| 19 21 CONSULTANTS CO., LLC3 | — | METROPOLITAN LIFE INSURANCE CO. | $3K | $0 | $3K | 18.91% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS | 1787 SENTRY PKWY W. BLDG. 16, STE 320 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE CO. | $368 | $0 | $368 | 2.66% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GRP, INC. | 8000 NORMAN CENTER DR., STE 605 BLOOMINGTON, MN 55437 | METROPOLITAN LIFE INSURANCE CO. | $286 | $57 | $343 | 2.48% |
| 19 21 CONSULTANTS CO., LLC3 | 568 S. BUSINESS IH 35 NEW BRAUNFELS, TX 78130 | METROPOLITAN LIFE INSURANCE CO. | $3K | $0 | $3K | 23.53% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GRP., INC. | 8000 NORMAN CENTER DR., STE 605 BLOOMINGTON, MN 55437 | METROPOLITAN LIFE INSURANCE CO. | $312 | $61 | $373 | 3.34% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS | 1787 SENTRY PKWY. W., BLDG. 16, STE 320 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE CO. | $359 | $0 | $359 | 3.21% |
| ADP INC3 Filed as: AUTOMATIC DATA PROCESSING INS. | 1 ADP BLVD. ROSELAND, NJ 07068 | METROPOLITAN LIFE INSURANCE CO. | $15 | $0 | $15 | 0.13% |
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 | 126 | 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) | 126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 11 | $113K |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 165 | $210K |
| Vision | METROPOLITAN LIFE INSURANCE CO. | 165 | $97K |
| Life insurance | METROPOLITAN LIFE INSURANCE CO. | 165 | $97K |
| Short-term disability | METROPOLITAN LIFE INSURANCE CO. | 165 | $97K |
| Long-term disability | METROPOLITAN LIFE INSURANCE CO. | 165 | $97K |
| Other(3 contracts) | METROPOLITAN LIFE INSURANCE CO. | 165 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 165 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.