| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $111 | $10K | 10.31% |
| CENTERSTONE INSURANCE AND FINANCIAL3 | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $13 | $4K | 4.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $838 | $838 | 0.87% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $15 | $15 | 0.02% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES LLC D | 13750 SAN PEDRO AVENUE SUITE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 49.14% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN LIFE INSURANCE COMPANY | $555 | $111 | $666 | 14.74% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE AGENCY AND FI | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | METROPOLITAN LIFE INSURANCE COMPANY | $198 | $13 | $211 | 4.67% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES LLC D | 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | — | $32 | $32 | 0.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8 | $8 | 0.18% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES LLC D | 13750 SAN PEDRO AVENUE SUITE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 49.10% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN LIFE INSURANCE COMPANY | $539 | $111 | $650 | 14.80% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE AGENCY AND FI | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | METROPOLITAN LIFE INSURANCE COMPANY | $192 | $13 | $205 | 4.67% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES LLC D | 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | — | $31 | $31 | 0.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8 | $8 | 0.18% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES LLC D | 13750 SAN PEDRO AVENUE SUITE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 49.85% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METROPOLITAN LIFE INSURANCE COMPANY | $404 | $111 | $515 | 15.88% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE AGENCY AND FI | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | METROPOLITAN LIFE INSURANCE COMPANY | $144 | $13 | $157 | 4.84% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES LLC D | 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | — | $23 | $23 | 0.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6 | $6 | 0.18% |
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 | 162 | 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) | 162 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 274 | $97K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 274 | $97K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 274 | $97K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 274 | $97K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 274 | $97K |
| Stop-loss / reinsurancereinsurance | SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP. | 122 | $287K |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 274 | $109K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 274 | — |
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.