| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | BLUE CROSS BLUE SHIELD OF TEXAS | $49K | $872 | $49K | 4.54% |
| BAYOU TECHNICAL SERVICES0 | 8306 MILLER RD., NO. 2 HOUSTON, TX 77049 | BLUE CROSS BLUE SHIELD OF TEXAS | — | $1 | $1 | 0.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $933 | $8K | 11.42% |
| TAILORED WORKSITE SERVICES5 | 1802 LAKE MEADOWS CT. HOUSTON, TX 77077 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 19.27% |
| TAILORED WORKSITE SERVICES5 | 1802 LAKE MEADOWS CT. HOUSTON, TX 77077 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $827 | $827 | 3.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $951 | $4K | 19.59% |
| TAILORED WORKSITE SERVICES5 | 1802 LAKE MEADOWS CT. HOUSTON, TX 77077 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $622 | $622 | 3.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $760 | $3K | 19.22% |
| TAILORED WORKSITE SERVICES5 | 1802 LAKE MEADOWS CT. HOUSTON, TX 77077 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $539 | $539 | 3.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $438 | $2K | 13.23% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $504 | $3K | 23.82% |
| TAILORED WORKSITE SERVICES5 Filed as: TAILORED WORKSITE SERVICES LLC | 1802 LAKE MEADOWS CT. HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $395 | $395 | 3.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $675 | $3K | 25.36% |
| TAILORED WORKSITE SERVICES5 Filed as: TAILORED WORKSITE SERVICES, LLC | 1802 LAKE MEADOWS CT. HOUSTON, TX 77077 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $378 | $378 | 3.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $562 | $3K | 25.18% |
| TAILORED WORKSITE SERVICES5 Filed as: TAILORED WORKSITE SERVICES, LLC | 1802 LAKE MEADOWS CT. HOUSTON, TX 77077 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $325 | $325 | 3.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: HILB GROUP CENTRAL | 3000 WESLAYAN ST., STE. 390 HOUSTON, TX 77027 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $674 | $224 | $898 | 19.99% |
| TAILORED WORKSITE SERVICES5 Filed as: TAILORED WORKSITE SERVICES LLC | 1802 LAKE MEADOWS CT HOUSTON, TX 77077 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $135 | $135 | 3.00% |
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 | 213 | 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) | 213 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 210 | $1.1M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 108 | $66K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 92 | $14K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 213 | $32K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 73 | $21K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 50 | $18K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 213 | $69K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 213 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.