| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK J MATSOCK & ASSOCIATES INC3 | 2400 E ARIZONA BILTMORE CR STE 1100 PHOENIX, AZ 85016 | UNITEDHEALTHCARE INSURANCE COMPANY | $92K | — | $92K | 2.68% |
| MC & H LIFE AGENCY INC3 | 8144 WALNUT HILL LN, STE 1600 DALLAS, TX 75231 | UNITEDHEALTHCARE INSURANCE COMPANY | $57K | — | $57K | 1.67% |
| MARK J MATSOCK & ASSOCIATES INC3 | 2400 E ARIZONA BILTMORE CR STE 1100 PHOENIX, AZ 85016 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $5K | $12K | 4.35% |
| MC & H LIFE AGENCY INC3 | 8144 WALNUT HILL LN, STE 1600 DALLAS, TX 75321 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $2K | $4K | 1.39% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN, 16TH FL DALLAS, TX 753214388 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $836 | $3K | 1.06% |
| MARK J MATSOCK & ASSOCIATES INC3 | 2400 E ARIZONA BILTMORE CR STE 1100 PHOENIX, AZ 85016 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 8.61% |
| MC & H LIFE AGENCY INC3 | 8144 WALNUT HILL LN, STE 1600 DALLAS, TX 75231 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 3.91% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN, 16TH FL DALLAS, TX 75231 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 2.48% |
| SPETNER ASSOCIATES INC3 | 8220 DELMAR BLVD, STE 100 ST. LOUIS, MO 63124 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17K | — | $17K | 28.99% |
| MARK J MATSOCK & ASSOCIATES INC3 | 2400 E ARIZONA BILTMORE CR STE 1100 PHOENIX, AZ 85016 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11K | — | $11K | 17.90% |
| ENROLL FORCE, LLC3 | 503 FORREST PARK CT HUNTSVILLE, AL 35806 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 11.84% |
| GEISLER INCORPORATED3 | 1795 CLARKSON RD, STE 301 CHESTERFIELD, MO 63017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 3.43% |
| MC & H LIFE AGENCY INC3 | 301 CONGRESS AVE SUITE 1000 AUSTIN, TX 78701 | CONTINENTAL AMERICAN INSURANCE COMPANY | $191 | — | $191 | 0.32% |
| MARK J MATSOCK & ASSOCIATES INC3 | 2400 E ARIZONA BILTMORE CR STE 1100 PHOENIX, AZ 85016 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 8.20% |
| MC & H LIFE AGENCY INC3 | 8144 WALNUT HILL LN, STE 1600 DALLAS, TX 75321 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.76% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN, 16TH FL DALLAS, TX 75321 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.05% |
| MARK J MATSOCK & ASSOCIATES INC3 | 2400 E ARIZONA BILTMORE CR STE 1100 PHOENIX, AZ 85016 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 8.59% |
| MC & H LIFE AGENCY INC3 | 8144 WALNUT HILL LN, STE 1600 DALLAS, TX 75231 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.93% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN, 16TH FL DALLAS, TX 75321 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 2.48% |
| MARK J MATSOCK & ASSOCIATES INC3 | 2400 E ARIZONA BILTMORE CR STE 1100 PHOENIX, AZ 85016 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 8.85% |
| MC & H LIFE AGENCY INC3 | 8144 WALNUT HILL LN, STE 1600 DALLAS, TX 75321 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $568 | — | $568 | 3.78% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN, 16TH FL DALLAS, TX 75321 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $356 | — | $356 | 2.37% |
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 | 352 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 356 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 599 | $3.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 686 | $281K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 686 | $281K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 340 | $71K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 282 | $71K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 282 | $47K |
| Other(3 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 340 | $130K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 686 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.