| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLLIS, WALTER R3 | 672 PENINSULA WAY HOUSTON, AL 35572 | CALIFORNIA PHYSICIANS' SERVICE | $35K | — | $35K | 2.73% |
| WALT HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | KAISER FOUNDATION HEALTH PLAN, INC. | $16K | — | $16K | 6.94% |
| WALTER HOLLIS III3 Filed as: WALTER HOLLIS | 672 PENINSULA WAY HOUSTON, AL 355723074 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | — | $12K | 5.69% |
| 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 | $8K | $769 | $9K | 4.07% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 0.84% |
| COPOWER ADMINISTRATORS5 | 1600 W HILLSDALE BLVD SAN MATEO, CA 944023768 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$426 | -$426 | -0.20% |
| WALT HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | KAISER FOUNDATION HEALTH PLAN, INC. | $5K | — | $5K | 4.88% |
| WALTER HOLLIS III3 Filed as: WALTER HOLLIS | 672 PENINSULA WAY HOUSTON, AL 355723074 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 16.85% |
| 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 | $642 | $72 | $714 | 4.69% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $157 | $157 | 1.03% |
| COPOWER ADMINISTRATORS5 | 1600 W HILLSDALE BLVD SAN MATEO, CA 944023768 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$383 | -$383 | -2.51% |
| WALTER HOLLIS III3 Filed as: WALTER HOLLIS | 672 PENINSULA WAY HOUSTON, AL 355723074 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 16.68% |
| 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 | $523 | $58 | $581 | 4.63% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $129 | $129 | 1.03% |
| COPOWER ADMINISTRATORS3 | 1600 W HILLSDALE BLVD SAN MATEO, CA 944023768 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$309 | -$309 | -2.46% |
| WALTER HOLLIS III3 Filed as: WALTER HOLLIS | 672 PENINSULA WAY HOUSTON, AL 355723074 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 17.07% |
| 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 | $437 | $49 | $486 | 4.75% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $108 | $108 | 1.06% |
| COPOWER ADMINISTRATORS5 | 1600 W HILLSDALE BLVD SAN MATEO, CA 944023768 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$256 | -$256 | -2.50% |
| WALT HOLLIS3 | 672 PENINSULA WAY HOUSTON, AL 355723074 | SAFEGUARD HEALTH PLANS,INC., A CALIFORNIA CORPORATION | $557 | — | $557 | 7.29% |
| 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 | $279 | $58 | $337 | 4.41% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | SAFEGUARD HEALTH PLANS,INC., A CALIFORNIA CORPORATION | — | $62 | $62 | 0.81% |
| COPOWER ADMINISTRATORS5 | 1600 W HILLSDALE BLVD SAN MATEO, CA 944023768 | SAFEGUARD HEALTH PLANS,INC., A CALIFORNIA CORPORATION | — | -$91 | -$91 | -1.19% |
| WALTER HOLLIS III3 Filed as: WALTER HOLLIS | 672 PENINSULA WAY HOUSTON, AL 355723074 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $97 | — | $97 | 11.25% |
| 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 | $32 | $1 | $33 | 3.83% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $7 | $7 | 0.81% |
| COPOWER ADMINISTRATORS5 | 1600 W HILLSDALE BLVD SAN MATEO, CA 944023768 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | -$11 | -$11 | -1.28% |
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 | 180 | 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) | 180 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 188 | $1.6M |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 312 | $219K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 312 | $210K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 312 | $210K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 312 | $210K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 312 | $210K |
| Prescription drug | CALIFORNIA PHYSICIANS' SERVICE | 188 | $1.3M |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 312 | $248K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 312 | — |
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.