| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 2230 INDUSTRIAL BLVD. ABILENE, TX 79602 | HEALTH CARE SERVICE CORPORATION | $34K | $801 | $35K | 3.09% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LN FL 16 DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $33 | $23K | 11.23% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD, STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $11 | $9K | 4.26% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.15% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 6279 TRI RIDGE BLVD, STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $82 | $82 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUY HILL LN, FL 16 DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $33 | $2K | 21.04% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD, STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $410 | $11 | $421 | 5.29% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE, STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $103 | $103 | 1.30% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD, STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4 | $4 | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL LANE, FL 16 DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $33 | $1K | 20.49% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD, STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $336 | $11 | $347 | 5.16% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE, STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $84 | $84 | 1.25% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD, STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3 | $3 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL LANE, FL 16 DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $703 | $33 | $736 | 21.98% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD, STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $176 | $11 | $187 | 5.59% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE, STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $44 | $44 | 1.31% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BLVD STE 400 LOVELAND, OH 45140 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2 | $2 | 0.06% |
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 | 158 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 159 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH CARE SERVICE CORPORATION | 128 | $1.1M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 259 | $203K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 259 | $203K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 259 | $203K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 259 | $203K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 259 | $203K |
| Prescription drug | HEALTH CARE SERVICE CORPORATION | 128 | $1.1M |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 259 | $221K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 259 | — |
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.