| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | 500 N CENTRAL EXPWY SUITE 550 PLANO, TX 75074 | BLUE CROSS AND BLUE SHIELD OF TEXAS | $10K | $2K | $12K | 6.66% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS CAPITAL, INC | 500 N CENTRAL EXPY SUITE 550 PLANO, TX 75074 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 7.94% |
| MARK S METTILLE3 | 832 BAY ST NE UNIT 1 ST PETERSBURG, FL 33701 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | 500 N CENTRAL EXPY SUITE 550 PLANO, TX 75074 | TRUSTMARK INSURANCE COMPANY | $493 | — | $493 | 9.34% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO STE 550 SAN ANTONIO, TX 78232 | TRUSTMARK INSURANCE COMPANY | $329 | — | $329 | 6.23% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO STE 550 SAN ANTONIO, TX 78232 | TRUSTMARK INSURANCE COMPANY | $764 | — | $764 | 22.73% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | 500 N CENTRAL EXPY SUITE 550 PLANO, TX 75074 | TRUSTMARK INSURANCE COMPANY | $509 | — | $509 | 15.14% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | 500 N CENTRAL EXPY SUITE 550 PLANO, TX 75074 | TRUSTMARK INSURANCE COMPANY | $448 | — | $448 | 14.76% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO STE 550 SAN ANTONIO, TX 78232 | TRUSTMARK INSURANCE COMPANY | $299 | — | $299 | 9.85% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS, LLC | 500 N CENTRAL EXPY SUITE 550 PLANO, TX 75074 | TRUSTMARK INSURANCE COMPANY | $260 | — | $260 | 13.55% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO STE 550 SAN ANTONIO, TX 78232 | TRUSTMARK INSURANCE COMPANY | $173 | — | $173 | 9.02% |
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 | 108 | 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) | 108 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF TEXAS | 113 | $178K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 108 | $29K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 108 | $29K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 108 | $32K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 108 | $29K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 108 | $29K |
| Other(4 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 108 | $39K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 113 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.