| 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 COMPANY | $6K | $2K | $8K | 13.21% |
| 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 COMPANY | — | $1K | $1K | 1.84% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 21.50% |
| PREPARE BENEFITS, LLC5 Filed as: PREPARE BENEFITS LLC | 10524 MOSS PARK RD #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 15.00% |
| 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 COMPANY | — | $524 | $524 | 1.86% |
| PREPARE BENEFITS, LLC3 | 10524 MOSS PARK ROAD #204-306 ORLANDO, FL 32832 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $4K | — | $4K | 21.39% |
| OSGSWT LLC3 Filed as: OSGSWT, LLC DBA INCORE GROUP | 1001 MAIN STREET SUITE 802 LUBBOCK, TX 79401 | BANKERS FIDELITY LIFE INSURANCE COMPANY | $1K | — | $1K | 7.43% |
| HOTCHKISS INSURANCE AGENCY, LLC5 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 20.30% |
| PREPARE BENEFITS, LLC5 | 10524 MOSS PARK RD #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 15.00% |
| 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 COMPANY | — | $291 | $291 | 1.51% |
| HOTCHKISS INSURANCE AGENCY, LLC3 Filed as: HOTCHKISS INSURANCE AGENCY | 4120 INTERNATIONAL PKWY CARROLLTON, TX 75007 | VISION SERVICE PLAN | $426 | — | $426 | 3.00% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $843 | $3K | 21.13% |
| 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 COMPANY | — | $241 | $241 | 1.75% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $699 | $3K | 20.36% |
| 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 COMPANY | — | $200 | $200 | 1.53% |
| HOTCHKISS INSURANCE AGENCY, LLC3 | 4120 INTERNATIONAL PKWY STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $600 | $2K | 20.89% |
| PREPARE BENEFITS, LLC5 Filed as: PREPARE BENEFITS LLC | 10524 MOSS PARK RD #206-306 ORLANDO, FL 32832 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $509 | $509 | 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 COMPANY | — | $171 | $171 | 1.68% |
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 | 152 | 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) | 152 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SWISS RE-SWISS RE | 71 | $314K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 70 | $62K |
| Vision | VISION SERVICE PLAN | 72 | $14K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 152 | $61K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 29 | $19K |
| Stop-loss / reinsurancereinsurance | SWISS RE-SWISS RE | 71 | $314K |
| Other(5 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 152 | $85K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 152 | — |
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.