| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MC & H LIFE AGENCY INC3 Filed as: MC&H LIFE AGENCY INC. | 8144 WALNUT HILL LN. DALLAS, TX 75231 | AETNA LIFE INSURANCE CO. | $196 | $3K | $3K | 0.63% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MHBT INC | 8144 WALNUT HILL LANE SUITE 1600 DALLAS, TX 75231 | AETNA LIFE INSURANCE CO. | $478 | — | $478 | 0.10% |
| USI INSURANCE SERVICES LLC Filed as: USI SOUTHWEST INC | 840 GESSNER RD SUITE 600 HOUSTON, TX 77024 | AETNA LIFE INSURANCE CO. | $381 | — | $381 | 0.08% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE DALLAS, TX 75231 | AETNA LIFE INSURANCE CO. | $95 | — | $95 | 0.02% |
| MC & H LIFE AGENCY INC Filed as: MC&H LIFE AGENCY INC. | 8144 WALNUT HILL LANE SUITE 1600 DALLAS, TX 75231 | AETNA LIFE INSURANCE CO. | — | — | $0 | 0.00% |
| MC & H LIFE AGENCY INC Filed as: MC&H LIFE AGENCY INC. | 8144 WALNUT HILL LANE DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $182 | $2K | — |
| USI INSURANCE SERVICES LLC Filed as: USI SOUTHWEST INC | 2711 N HASKELL AVE STE 2200 DALLAS, TX 75204 | METROPOLITAN LIFE INSURANCE COMPANY | $553 | — | $553 | — |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $470 | $38 | $508 | — |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN | 250 PHELE AVE STE 400 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $47 | $47 | — |
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 | 103 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 103 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 0 | $499K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Other | AETNA LIFE INSURANCE CO. | 0 | $499K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.