| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF INS AGNCY LLC | 600 JEFFERSON ST - SUITE 200 LAFAYETTE, LA 70501 | METROPOLITAN LIFE INSURANCE COMPANY | $71K | $5K | $76K | 17.03% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $24K | $8K | $31K | 7.01% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $62 | $8K | $8K | 1.72% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | DBA PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $646 | — | $646 | 0.14% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | DBA STRATEGIC ENROLLMENT SERVICES 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | — | $79 | $79 | 0.02% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N HAYDEN ROAD - SUITE 405 SCOTTSDALE, AZ 85255 | HCC LIFE INSURANCE COMPANY | $5K | $2K | $7K | 14.50% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $1K | $19K | 47.87% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GUL COAST INS AGEN | 600 JEFFERSON ST-STE 200 LAFAYETTE, LA 70501 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $330 | $18K | 45.70% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $479 | $2K | 5.74% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES | DBA PROFESSIONAL ENROLLMENT SERVICE 13750 SAN PEDRO AVE - STE 500 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $25 | — | $25 | 0.06% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES | DBA STRATEGIC ENROLLMENT SERVICES 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1 | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $1K | $20K | 51.21% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGY | 600 JEFFERSON ST-STE 200 LAFAYETTE, LA 70501 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $353 | $19K | 49.36% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $505 | $2K | 5.56% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES | DBA PROFESSIONAL ENROLLMENT SERVICE 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $33 | — | $33 | 0.09% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES | DBA STRATEGIC ENROLLMENT SERVICES 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1 | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE-STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $1K | $19K | 57.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGN | 600 JEFFERSON ST-STE 200 LAFAYETTE, LA 70501 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $326 | $18K | 54.89% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $580 | $2K | 6.46% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES | DBA PROFESSIONAL ENROLLMENT SERVICE 13750 SAN PEDRO AVE - STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $14 | — | $14 | 0.04% |
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 | 282 | 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) | 282 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 158 | $73K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 666 | $448K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 666 | $448K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 666 | $448K |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 666 | $486K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 666 | $448K |
| Other(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 666 | $605K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 666 | — |
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.