| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $79K | $125K | $204K | 8.18% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 6255 SUDBURY DRIVE DALLAS, TX 75214 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $64K | $107K | $170K | 7.98% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4 | $6 | $10 | 0.00% |
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 | 7,685 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 73 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 230 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,988 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 7,685 | $4.6M |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 7,560 | $2.5M |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 7,685 | $4.6M |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 7,685 | $4.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,685 | — |
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.