| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | AMERITAS LIFE INSURANCE CORP. | $8K | — | $8K | 10.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $48 | $11K | 13.50% |
| THE CASON GROUP INC3 | 1612 MARION STREET FLOOR 4 COLUMBIA, SC 29201 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $2K | $6K | 7.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | C/O J P MORGAN CHASE 26 CENTURY BLVD NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $879 | $879 | 1.12% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC | 12505 PARK POTOMAC AVE SUITE 300 POTOMAC, MD 20854 | KAISER FOUNDATION HEALTH PLAN, INC. | $5K | — | $5K | 6.99% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $48 | $3K | 22.28% |
| THE CASON GROUP INC3 | 1612 MARION STREET FLOOR 4 COLUMBIA, SC 29201 | METROPOLITAN LIFE INSURANCE COMPANY | $748 | $614 | $1K | 9.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | C/O J P MORGAN CHASE 26 CENTURY BLVD NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $187 | $187 | 1.37% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $48 | $2K | 22.16% |
| THE CASON GROUP INC3 | 1612 MARION STREET FLOOR 4 COLUMBIA, SC 29201 | METROPOLITAN LIFE INSURANCE COMPANY | $498 | $419 | $917 | 9.96% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | C/O J P MORGAN CHASE 26 CENTURY BLVD NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $124 | $124 | 1.35% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 29982 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $48 | $1K | 22.54% |
| THE CASON GROUP INC3 | 1612 MARION STREET FLOOR 4 COLUMBIA, SC 29201 | METROPOLITAN LIFE INSURANCE COMPANY | $351 | $304 | $655 | 10.18% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | C/O J P MORGAN CHASE 26 CENTURY BLVD NASHVILLE, TN 37214 | METROPOLITAN LIFE INSURANCE COMPANY | — | $88 | $88 | 1.37% |
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 | 160 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 8 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 170 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 12 | $72K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 297 | $84K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 297 | $84K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $78K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $78K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $78K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 12 | $72K |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 258 | $108K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 297 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.