| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE BOON INSURANCE AGENCY3 Filed as: THE BOON INSURANCE AGENCY, INC. | 6300 BRIDGEPOINT PARKWAY BLDG3 #500 AUSTIN, TX 78730 | AETNA LIFE INSURANCE COMPANY | $384K | — | $384K | 5.50% |
| THE BOON INSURANCE AGENCY3 Filed as: THE BOON INSURANCE AGENCY, INC. | 6300 BRIDGEPOINT PARKWAY BLDG3 #500 AUSTIN, TX 78730 | AETNA LIFE INSURANCE COMPANY | $61K | — | $61K | 17.00% |
| THE BOON INSURANCE AGENCY3 Filed as: THE BOON INSURANCE AGENCY, INC. | 6300 BRIDGEPOINT PARKWAY BLDG3 #500 AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $41K | — | $41K | 17.00% |
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 | 3,309 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 21 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,330 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 1,092 | $9.2M |
| Dental(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 1,092 | $9.2M |
| Vision(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 2,334 | $7.8M |
| Life insurance(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 3,309 | $8.7M |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,355 | $906K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,355 | $775K |
| Prescription drug(3 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,092 | $7.5M |
| Other(5 contracts, 4 carriers) | AETNA BEHAVIORAL HEALTH, LLC | 5,276 | $277K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,276 | — |
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.