| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | BLUE CROSS BLUE SHIELD OF TEXAS | $45K | $838 | $46K | 2.91% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $1K | $6K | 6.32% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | $627 | $10K | 10.64% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $415 | $6K | 10.71% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | $668 | $9K | 19.47% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $425 | $5K | 16.32% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $384 | $5K | 19.37% |
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 | 201 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 208 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 329 | $1.6M |
| Dental(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 117 | $157K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 201 | $73K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 158 | $32K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 169 | $102K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF TEXAS | 329 | $1.6M |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 201 | $73K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 329 | — |
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."
No prospect flags tripped on this filing.