| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLLIS, WALTER R3 | 672 PENINSULA WAY HOUSTON, AL 35572 | CALIFORNIA PHYSICIANS' SERVICE | $64K | — | $64K | 4.60% |
| WALT HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | KAISER FOUNDATION HEALTH PLAN, INC. | $19K | — | $19K | 6.89% |
| WALTER HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | — | $18K | 8.13% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $17 | $13K | 5.77% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 2.69% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.62% |
| WALT HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | KAISER FOUNDATION HEALTH PLAN, INC. | $5K | — | $5K | 4.91% |
| WALTER HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 27.15% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $17 | $1K | 6.89% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 6.58% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $104 | $104 | 0.62% |
| WALTER HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 26.28% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $17 | $1K | 6.68% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | METROPOLITAN LIFE INSURANCE COMPANY | — | $930 | $930 | 6.04% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $90 | $90 | 0.58% |
| WALTER HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 25.74% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | METROPOLITAN LIFE INSURANCE COMPANY | $837 | $17 | $854 | 6.57% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | METROPOLITAN LIFE INSURANCE COMPANY | — | $764 | $764 | 5.87% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $71 | $71 | 0.55% |
| WALT HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | SAFEGUARD HEALTH PLANS,INC., A CALIFORNIA CORPORATION | $1K | — | $1K | 11.45% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | SAFEGUARD HEALTH PLANS,INC., A CALIFORNIA CORPORATION | $523 | $135 | $658 | 7.20% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | SAFEGUARD HEALTH PLANS,INC., A CALIFORNIA CORPORATION | — | $164 | $164 | 1.79% |
| WALTER HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $104 | — | $104 | 19.96% |
| AMWINS3 Filed as: LISI LLC D/B/A AMWINS CONNECT | INSURANCE SERVICES LLC 2677 N MAIN ST STE 800 SANTA ANA, CA 927056687 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $35 | $11 | $46 | 8.83% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $6 | $6 | 1.15% |
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 | 196 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 196 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 198 | $1.8M |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 355 | $235K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 355 | $225K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 355 | $225K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 355 | $225K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 355 | $225K |
| Prescription drug | CALIFORNIA PHYSICIANS' SERVICE | 198 | $1.4M |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 355 | $271K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 355 | — |
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.