| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC - DALLA | 8144 WALNUT HILL LANE FLOOR 15 DALLAS, TN 75231 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 5.16% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE #15 DALLAS, TX 75231 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $2K | $2K | 0.80% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $436 | $3K | 14.18% |
| WILLIAM LEROY VINCENT3 | 2501 CHAMBRAY LANE MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $269 | $1K | 6.47% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DRIVE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $890 | $286 | $1K | 5.66% |
| MICHELE E MARTIN3 | 5717 HEADQUARTERS DRIVE PLANO, TX 75024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $743 | $363 | $1K | 5.33% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $415 | $324 | $739 | 3.56% |
| BUDDY GLENN DRIVER3 | 1703 TAMARACK DRIVE WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $499 | $14 | $513 | 2.47% |
| SULEIKA BLOOM3 | 152 LAKERIDGE DRIVE DALLAS, TX 75218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $139 | $40 | $179 | 0.86% |
| RUBEN D PEREZ3 | 6352 ALCORN AVENUE DALLAS, TX 75217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $1 | $65 | 0.31% |
| SANDRA DRIVER3 | PO BOX 233 WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.10% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC PRESCOT | 2500 CITY WEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $685 | $227 | $912 | 19.98% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC PRESCOT | 2500 CITY WEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $665 | $292 | $957 | 21.58% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC PRESCOT | 2500 CITY WEST BOULEVARD SUITE 2400 HOUSTON, TX 77042 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $509 | $251 | $760 | 22.38% |
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 | 123 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 42 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 78 | $268K |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 78 | $268K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 78 | $268K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $8K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 15 | $5K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 124 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 124 | — |
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.
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.