| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF TEXAS LLC | 500 N CENTRAL EXPRESSWAY, SUITE 550 PLANO, TX 75074 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $4K | — | $4K | 9.77% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF TEXAS LLC | 500 N CENTRAL EXPRESSWAY SUITE 550 PLANO, TX 75074 | SUN LIFE ASSURANCE COMP OF CANADA | $3K | — | $3K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF TEXAS LLC | 500 N CENTRAL EXPRESSWAY SUITE 500 PLANO, TX 75074 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 15.02% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHCOMP ADMINISTRATORS EIN 77-0385729 CONTRACT ADMIN | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $42K |
| ASSURED PARTNERS CAPITAL, INC EIN 36-4829385 BROKER | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $29K |
| BLUE CROSS EIN 95-4331852 PPO/UR VENDOR | Other services; Claims processing; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $27K |
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 | 175 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 175 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 301 | $42K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMP OF CANADA | 267 | $37K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 258 | $18K |
| Stop-loss / reinsurancereinsurance | UNITED STATES FIRE INSURANCE COMPANY | 158 | $200K |
| Other(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 301 | $79K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 301 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.