| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | UNITEDHEALTHCARE INSURANCE COMPANY | $125K | $0 | $125K | 2.98% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $12K | $12K | 0.28% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | $0 | $12K | 3.57% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE ITASCA, IL 60143 | UNION SECURITY INSURANCE COMPANY | $5K | $0 | $5K | 2.21% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 221 WEST 6TH STREET SUITE 1980 AUSTIN, TX 78701 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10K | $0 | $10K | 9.51% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | $0 | $6K | 5.70% |
| GREGORY J WEEKS3 Filed as: GREGORY J. WEEKS | 1259 LOOP 337 NORTH 2ND FLOOR NEW BRAUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $814 | $0 | $814 | 0.80% |
| JEROME JEFFREY PESEK3 Filed as: JEROME J. PESEK | 330 TORRINGTON DRIVE AUSTIN, TX 78737 | CONTINENTAL AMERICAN INSURANCE COMPANY | $333 | $0 | $333 | 0.33% |
| RICHARD L JONES JR3 Filed as: RICHARD JONES JR. AND OTHER AGENTS | 20502 BLUE TRINITY SAN ANTONIO, TX 78259 | CONTINENTAL AMERICAN INSURANCE COMPANY | $202 | $0 | $202 | 0.20% |
| JAMES ROB BLAKEY3 Filed as: JAMES BLAKEY | 13823 CROWN BLUFF SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $153 | $0 | $153 | 0.15% |
| BRENT FORD3 | 20345 REGENCY RUN GARDEN RIDGE, TX 78266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $136 | $0 | $136 | 0.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 221 WEST 6TH STREET SUITE 1980 AUSTIN, TX 78701 | HM LIFE INSURANCE COMPANY | $5K | $0 | $5K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 221 WEST 6TH STREET SUITE 1980 AUSTIN, TX 78701 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 14.79% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 221 WEST 6TH STREET SUITE 1980 AUSTIN, TX 78701 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | $0 | $1K | 7.18% |
| TIKIA CONSULTING GROUP INC3 Filed as: TIKIA CONSULTING GROUP, INC. | 3525 CAUSEWAY BOULEVARD SUITE 815 METAIRIE, LA 70002 | AMERICAN FIDELITY ASSURANCE COMPANY | $803 | $0 | $803 | 5.35% |
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 | 436 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 439 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 636 | $4.2M |
| Dental | UNION SECURITY INSURANCE COMPANY | 390 | $231K |
| Vision | HM LIFE INSURANCE COMPANY | 559 | $50K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 431 | $347K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 431 | $347K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 431 | $347K |
| Prescription drug(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 636 | $4.2M |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 431 | $468K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 636 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.