| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.42% |
| EPSI BENEFITS, INC.3 Filed as: EPSI BENEFITS INC. | 2180 NORTH LOOP WEST, SUITE 400 HOUSTON, TX 77018 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $180 | $180 | 0.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH, SUITE 1600 HOUSTON, TX 77027 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $75 | $75 | 0.01% |
| ASSUREDPARTNERS3 Filed as: BOON CHAPMAN BENEIFT ADMINSTRATORS | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | -$1 | -$1 | -0.00% |
| ASSUREDPARTNERS3 Filed as: PLANSOURCE BENFITS ADMINISTRATION | 101 SOUTH GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | -$1 | -$1 | -0.00% |
| DEANNE LYLES4 | 3522 CYPRESS LANDING COURT ROSENBERG, TX 77471 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $23 | $0 | $23 | 0.07% |
| PATRICIA A. BOLLI4 | 5902 EVENING SUN COURT RICHMOND, TX 77469 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $18 | $0 | $18 | 0.06% |
| ASSUREDPARTNERS3 Filed as: PLANSOURCE BENFITS ADMINISTRATION | 101 SOUTH GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $102 | $102 | 0.34% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | SAFEGAURD HEALTH PLANS, INC., A TEXAS CORPORATION | $0 | $31 | $31 | 0.19% |
| EPSI BENEFITS, INC.3 Filed as: EPSI BENEFITS INC. | 2180 NORTH LOOP WEST, SUITE 400 HOUSTON, TX 77018 | SAFEGAURD HEALTH PLANS, INC., A TEXAS CORPORATION | $0 | $3 | $3 | 0.02% |
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 | 2,747 | 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) | 2,747 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,747 | $543K |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 2,000 | $22K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,747 | $527K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,747 | $527K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,747 | $527K |
| Other(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,747 | $588K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,747 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.