| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $20K | $6K | $26K | 13.16% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $6K | $6K | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $4K | $4K | 1.81% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $24K | $8K | $31K | 26.52% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $2K | $2K | 2.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $2K | $2K | 1.86% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $11K | $4K | $15K | 26.36% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $1K | $1K | 2.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $1K | $1K | 1.82% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $8K | $3K | $11K | 27.11% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $846 | $846 | 2.03% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $833 | $833 | 2.00% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $7K | $2K | $9K | 27.02% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $830 | $0 | $830 | 2.45% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $590 | $590 | 1.74% |
| OSGSWT LLC3 | 4415 71ST ST., STE 12 LUBBOCK, TX 79424 | UNITED OF OMAHA LIFE INSURANCE CO. | $553 | $0 | $553 | 1.64% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $4K | $2K | $6K | 21.18% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $3K | $3K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $522 | $522 | 1.77% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $4K | $2K | $6K | 21.53% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $1K | $1K | 5.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $527 | $527 | 1.87% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $4K | $2K | $6K | 21.35% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $3K | $3K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $494 | $494 | 1.82% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE CO. | $2K | $546 | $2K | 26.34% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK RD. #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $172 | $172 | 2.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR., STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $156 | $156 | 1.81% |
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 | 454 | 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) | 454 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE CO. | 347 | $200K |
| Vision | UNITED OF OMAHA LIFE INSURANCE CO. | 319 | $34K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE CO. | 452 | $127K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE CO. | 215 | $56K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE CO. | 192 | $42K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE CO. | 452 | $212K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 452 | — |
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.