| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 2500 CITYWEST BLVD STE 2400 HOUSTON, NY 77042 | METROPOLITAN LIFE INSURANCE CO | — | $38 | $38 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL AVE 15TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $2K | $2K | 3.26% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $612 | $612 | 2.80% |
| MICHELE E MARTIN3 | 5717 HEADQUARTERS DRIVE PLANO, TX 75024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $739 | $417 | $1K | 5.69% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $685 | $52 | $737 | 3.63% |
| ROBERT L. MOODY, JR.3 Filed as: ROBERT L MOODY JR | 2302 POST OFFICE ST GALVESTON, TX 77550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $378 | — | $378 | 1.86% |
| JOSEPH O ROSSER3 | 292 E FOX CREEK RD KANSAS, OK 74347 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $370 | — | $370 | 1.82% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 0.54% |
| KENNETH B BOYLES3 | 28918 TWISTED OAK DR SHENANDOAH, TX 77381 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | — | $90 | 0.44% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $2 | $10 | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TN 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $99 | $99 | 2.23% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 8144 WALNUT HILL LANE 15TH FLOOR DALLAS, TX 75231 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $129 | $129 | 3.30% |
| MICHELE E MARTIN3 | 5717 HEADQUARTERS DRIVE PLANO, TX 75024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $237 | $142 | $379 | 11.80% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $213 | $17 | $230 | 7.16% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $31 | $66 | 2.05% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
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 | 313 | 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) | 313 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE CO | 442 | $138K |
| Vision | METROPOLITAN LIFE INSURANCE CO | 442 | $138K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 442 | $71K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 203 | $22K |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 456 | $454K |
| Other(5 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 442 | $102K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 456 | — |
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."
No prospect flags tripped on this filing.