| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PRESCOTT PAILET BENEFITS3 Filed as: PRESCOTT PAILET BENEFITS, LP | 12222 MERIT DRIVE, STE 1230 DALLAS, TX 75251 | RELIANCE STANDARD LIFE INSURANCE COMAPANY | $54K | $0 | $54K | 16.21% |
| PRESCOTT PAILET BENEFITS3 Filed as: PRESCOTT PAILET BENEFITS, LP | 12222 MERIT DRIVE, STE 1230 DALLAS, TX 75251 | RELIANCE STANDARD LIFE INSURANCE COMAPANY | $27K | $0 | $27K | 16.22% |
| PRESCOTT PAILET BENEFITS3 Filed as: PRESCOTT PAILET BENEFITS, LP | 12222 MERIT DRIVE, STE 1230 DALLAS, TX 75251 | RELIANCE STANDARD LIFE INSURANCE COMAPANY | $18K | $0 | $18K | 10.82% |
| PRESCOTT PAILET BENEFITS3 Filed as: PRESCOTT PAILET BENEFITS, LP | 12222 MERIT DRIVE, STE 1230 DALLAS, TX 75251 | RELIANCE STANDARD LIFE INSURANCE COMAPANY | $24K | $0 | $24K | 16.23% |
| PRESCOTT PAILET BENEFITS3 Filed as: PRESCOTT PAILET BENEFITS, LP | 12222 MERIT DRIVE, STE 1230 DALLAS, TX 75251 | RELIANCE STANDARD LIFE INSURANCE COMAPANY | $21K | $3K | $24K | 17.20% |
| PRESCOTT PAILET BENEFITS3 Filed as: PRESCOTT PAILET BENEFITS, LP | 12222 MERIT DRIVE, STE 1230 DALLAS, TX 75251 | RELIANCE STANDARD LIFE INSURANCE COMAPANY | $12K | $2K | $14K | 16.97% |
| PRESCOTT PAILET BENEFITS3 Filed as: PRESCOTT PAILET BENEFITS, LP | 12222 MERIT DRIVE, STE 1230 DALLAS, TX 75251 | RELIANCE STANDARD LIFE INSURANCE COMAPANY | $6K | $2K | $7K | 12.89% |
| PRESCOTT PAILET BENEFITS3 Filed as: PRESCOTT PAILET BENEFITS, LP | 12222 MERIT DRIVE, STE 1230 DALLAS, TX 75251 | RELIANCE STANDARD LIFE INSURANCE COMAPANY | $7K | $1K | $8K | 18.12% |
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 | 1,196 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,202 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,151 | $0 |
| Life insurance(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMAPANY | 1,225 | $668K |
| Short-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMAPANY | 1,149 | $220K |
| Long-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMAPANY | 1,149 | $246K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,225 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.