| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL LANE, FL 16 DALLAS, TX 75231 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $500 | $2K | 13.10% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD, STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $606 | $0 | $606 | 3.18% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE, STE. 400 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $250 | $250 | 1.31% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $327 | $0 | $327 | 5.00% |
| PAYCOM PAYROLL LLC5 | 7501 W MEMORIAL RD OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $254 | $254 | 3.88% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $978 | $0 | $978 | 15.00% |
| PAYCOM PAYROLL LLC5 | 7501 W MEMORIAL RD OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $254 | $254 | 3.90% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $898 | $0 | $898 | 18.99% |
| PAYCOM PAYROLL LLC5 | 7501 W MEMORIAL RD OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $254 | $254 | 5.37% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $530 | $0 | $530 | 15.00% |
| PAYCOM PAYROLL LLC5 | 7501 W MEMORIAL RD OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $254 | $254 | 7.19% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $425 | $0 | $425 | 15.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD, STE 240 HOUSTON, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $189 | $0 | $189 | 15.00% |
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 | 173 | 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) | 173 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 0 | $0 |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 282 | $19K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 282 | $19K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 167 | $8K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 51 | $7K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 29 | $7K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 167 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 282 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.