| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRINSON BENEFITS, INC.3 Filed as: BRINSON BENEFITS, INC | 4851 LBJ FWY SUITE 900 DALLAS, TX 75244 | BLUECROSS BLUESHIELD OF TEXAS | $77K | $5K | $81K | 2.39% |
| BRINSON BENEFITS, INC.3 Filed as: BRINSON BENEFITS, INC | 4851 LBJ FWY SUITE 900 DALLAS, TX 75244 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $99 | $99 | 0.00% |
| COVENANT GROUP HOLDINGS, LP3 | 1200 SUMMIT SUITE 444 FORT WORTH, TX 76102 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $42 | $42 | 0.00% |
| BRINSON BENEFITS, INC.3 Filed as: BRINSON BENEFITS INC | 4851 LBJ FWY DALLAS, TX 75244 | UNION SECURITY INSURANCE COMPANY | $62K | $11K | $73K | 17.32% |
| BRINSON BENEFITS, INC.3 Filed as: BRINSON BENEFITS | 4851 LBJ FWY STE 900 DALLAS, TX 75244 | SUN LIFE ASSURANCE COMPANY OF CANADA | $23K | $0 | $23K | 5.44% |
| STOP LOSS INSURANCE SERVICES, INC.3 Filed as: STOP LOSS COALITION SERVICES LLC | 7632 SW DURHAM RD SUITE 115 TIGARD, OR 97224 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | $0 | $8K | 1.89% |
| UNITED BENEFIT ADVISORS LLC3 | 280 E 96TH ST STE 250 INDIANAPOLIS, IN 46240 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $0 | $3K | 0.84% |
| BRINSON BENEFITS, INC.3 Filed as: BRINSON BENEFITS INC | 4851 LBJ FWY DALLAS, TX 75244 | UNITED DENTAL CARE OF TEXAS, INC | $2K | $415 | $2K | 7.68% |
| BRINSON BENEFITS, INC.3 Filed as: BRINSON BENEFITS INC | 4851 LBJ FWY #900 DALLAS, TX 75244 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | $0 | $2K | 16.23% |
| BROKERAGE SERVICES, INC,3 Filed as: BROKERAGE INC | 233 W MAIN LEWISVILLE, TX 75057 | AMERICAN FIDELITY ASSURANCE COMPANY | $6 | $0 | $6 | 0.04% |
| BRINSON BENEFITS, INC.3 Filed as: BRINSON BENEFITS INC | 4851 LBJ FWY DALLAS, TX 75244 | DENTICARE OF ALABAMA, INC | $0 | $32 | $32 | 1.73% |
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 | 909 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 909 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 661 | $3.4M |
| Dental(3 contracts, 3 carriers) | UNION SECURITY INSURANCE COMPANY | 984 | $447K |
| Vision | UNION SECURITY INSURANCE COMPANY | 984 | $419K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 984 | $419K |
| Short-term disability | UNION SECURITY INSURANCE COMPANY | 984 | $419K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 984 | $419K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 543 | $415K |
| Other | AMERICAN FIDELITY ASSURANCE COMPANY | 171 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 984 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.