| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | UNITEDHEALTHCARE INSURANCE COMPANY | $145K | $5K | $151K | 3.36% |
| BRUCE ROMINE3 | 221 WEST SIXTH STREET, SUITE 1980 AUSTIN, TX 78701 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $22K | $0 | $22K | 3.91% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | $0 | $13K | 2.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 70 NE LOOP 410, SUITE 325 SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | $0 | $9K | 7.99% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2580 GOLF ROAD, SUITE 1000 ROLLING MEADOWS, IL 60008 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | $0 | $7K | 6.33% |
| GREGORY J WEEKS3 Filed as: GREGORY J. WEEKS | 1259 LOOP 337 NORTH, 2ND FLOOR NEW BRUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $776 | $0 | $776 | 0.66% |
| JEROME JEFFREY PESEK3 Filed as: JEROME J. PESEK | 330 TORRINGTON DRIVE AUSTIN, TX 78737 | CONTINENTAL AMERICAN INSURANCE COMPANY | $254 | $0 | $254 | 0.22% |
| JAMES ROB BLAKEY3 Filed as: JAMES BLAKEY | 12823 CROWN BLUFF SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $151 | $0 | $151 | 0.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 9442 CAPITOL OF TEXAS HIGHWAY SUITE 950 AUSTIN, TX 78759 | 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 | 13.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 221 WEST 6TH STREET, SUITE 1980 AUSTIN, TX 78701 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | $0 | $2K | 8.89% |
| TIKIA CONSULTING GROUP INC3 Filed as: TIKIA CONSULTING GROUP, INC. | 3523 CAUSEWAY BOULEVARD, SUITE 815 METAIRIE, LA 70002 | AMERICAN FIDELITY ASSURANCE COMPANY | $462 | $0 | $462 | 2.64% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 3525 NORTH CAUSEWAY BOULEVARD SUITE 815 METAIRIE, LA 70002 | AMERICAN FIDELITY ASSURANCE COMPANY | $330 | $0 | $330 | 1.89% |
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 | 324 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 326 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 625 | $4.5M |
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 838 | $564K |
| Vision | HM LIFE INSURANCE COMPANY | 548 | $50K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 838 | $564K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 838 | $564K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 838 | $564K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 625 | $4.5M |
| Other(4 contracts, 4 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 838 | $724K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 838 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.