| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $2K | $10K | 13.34% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $3K | $9K | 21.85% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 22.91% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 782053603 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $1K | $7K | 25.32% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | MEDICAL AIR SERVICES ASSOCIATION, INC. | $4K | — | $4K | 16.44% |
| MEDICAL AIR SERVICES ASSOCIATION3 | 1250 S. PINE ISLAND ROAD PLANTATION, FL 33324 | MEDICAL AIR SERVICES ASSOCIATION, INC. | $2K | — | $2K | 8.19% |
| ASSUREX GLOBAL CORPORATION3 Filed as: ASSUREX GLOBAL | 175 SOUTH 3RD STREET STE 800 COLOMBUS, OH 43215 | MEDICAL AIR SERVICES ASSOCIATION, INC. | $408 | — | $408 | 1.74% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 782053603 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 17.95% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 782053603 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 26.54% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 21.96% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24 | $10 | $34 | 21.66% |
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 | 242 | 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) | 242 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 179 | $72K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 172 | $18K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 242 | $46K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $157 |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $43K |
| Other(5 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 242 | $113K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 242 | — |
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.