| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $4K | $4K | 0.37% |
| EPSI BENEFITS, INC.3 Filed as: EPSI BENEFITS INC | 2180 NORTH LOOP WEST SUITE 400 HOUSTON, TX 77018 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.11% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $41 | $41 | 0.00% |
| PATRICIA A. BOLLI4 | 5902 EVENING SUN COURT RICHMOND, TX 77469 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $11K | $0 | $11K | 13.67% |
| DEANNE LYLES4 | 3522 CYPRESS LANDING COURT ROSENBURG, TX 77471 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $7K | $0 | $7K | 9.11% |
| W. WILLIAM WORNARDT III4 | 7707 TIBURON TRAIL SUGAR LAND, TX 77479 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $5K | $0 | $5K | 6.50% |
| BARBARA AYRES WILSON4 | 782 HAVEN POINT NEW BRAUNFELS, TX 78132 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $796 | $0 | $796 | 0.99% |
| BRIAN PARKER4 | 1110 COGBURN COURT SHADY SHORES, TX 76208 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $62 | $0 | $62 | 0.08% |
| LYNNE MULCAHY4 | 4802 SCHILLER PARK LANE SUGAR LAND, TX 77479 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $55 | $0 | $55 | 0.07% |
| CROWN RISK MANAGEMENT, LLC4 Filed as: HARVARD RISK MANAGEMENT LLC | 8275 VINCENT ROAD SUITE 1202 DENHAM SPRINGS, LA 70726 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $47 | $0 | $47 | 0.06% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $0 | $117 | $117 | 0.41% |
| EPSI BENEFITS, INC.3 Filed as: EPSI BENEFITS INC. | 2180 NORTH LOOP WEST SUITE 400 HOUSTON, TX 77018 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $0 | $54 | $54 | 0.19% |
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 | 2,172 | 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) | 2,172 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,713 | $1.1M |
| Vision | EYEMED VISION CARE | 1,747 | $103K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,713 | $1.1M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,713 | $1.1M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,713 | $1.1M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,713 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,713 | — |
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."
No prospect flags tripped on this filing.