| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITSOURCE INC3 Filed as: BENEFITSOURCE 951 | 1804 JUAN TABO ALBUQUERQUE, NM 87112 | BENEFITSOURCE | $1K | — | $1K | 1.57% |
| DEVION MOORE3 | 16301 QUORUM DT STE 250B ADDISON, TX 75001 | ASSURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 13.68% |
| CONVERGINS HEALTH LLC3 | 16301 QUORUM DT STE 250B ADDISON, TX 75001 | ASSURITY LIFE INSURANCE COMPANY | $291 | — | $291 | 1.41% |
| PAUL DORTON3 | 16301 QUORUM DT STE 250B ADDISON, TX 75001 | ASSURITY LIFE INSURANCE COMPANY | $42 | — | $42 | 0.20% |
| KATHY SUE ENOCHS3 | 12770 MERIT DRIVE SUITE 200 PARK CENTRAL 8 DALLAS, TX 75251 | TOKIO MARINE HCC | $2K | — | $2K | 10.00% |
| DENTALSOURCE3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | VISION SERVICE PLAN | $939 | — | $939 | 6.13% |
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 | 406 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 409 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BENEFITSOURCE | 263 | $73K |
| Vision | VISION SERVICE PLAN | 92 | $15K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 406 | $75K |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 406 | $95K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 406 | $75K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC | 119 | $177K |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 406 | $114K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 406 | — |
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.