| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 840 GESSNER RD SUITE 700 HOUSTON, TX 77024 | BLUE CROSS BLUE SHIELD OF TEXAS | $62K | $1K | $64K | 3.11% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | 27064 OAKMEAD PERRYSBURG, OH 43551 | STANDARD INSURANCE COMPANY | $6K | $631 | $6K | 10.28% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 840 GESSNER RD STE 700 HOUSTON, TX 77024 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 4.57% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | 27064 OAKMEAD PERRYSBURG, OH 43551 | STANDARD INSURANCE COMPANY | $4K | $516 | $5K | 10.47% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 840 GESSNER RD STE 700 HOUSTON, TX 77024 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 4.57% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES, LLC | 27064 OAKMEAD PERRYSBURG, OH 43551 | STANDARD INSURANCE COMPANY | $4K | $417 | $4K | 10.49% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 840 GESSNER RD STE 700 HOUSTON, TX 77024 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 4.66% |
| PARAGON BENEFIT SOLUTIONS LLC3 | 2478 CHEW RD SEALY, TX 77474 | AFLAC | $709 | — | $709 | 2.57% |
| ANTHONY G COLLINCINI3 | 165 WOOLLEY CT OAKHURST, NJ 07722 | AFLAC | $582 | — | $582 | 2.11% |
| DYLAN FRANCIS MONTEFORTE3 | 13 EAGLE NEST RD COLTS NECK, NJ 07722 | AFLAC | $524 | — | $524 | 1.90% |
| EILEEN KELLY JONES3 | 18714 RIVERTON CREST CT CYPRESS, TX 77433 | AFLAC | $397 | — | $397 | 1.44% |
| MUNCIE ALAN RUSSELL3 | 1829 SENATE ST, APT 8D COLUMBIA, SC 29201 | AFLAC | $155 | — | $155 | 0.56% |
| DONALD ALEXANDRE3 | 1 DONALD ST, APT B BLOOMFIELD, NJ 07003 | AFLAC | $126 | — | $126 | 0.46% |
| ROBERT PILKENTON3 Filed as: ROBERT L PILKENTON | 6643 FM 2187 RD SEALY, TX 77474 | AFLAC | $98 | — | $98 | 0.35% |
| SAMANTHA CIOFFI3 Filed as: SAMANTHA E CIOFFT | PO BOX 7131 OAKLAND, NJ 07436 | AFLAC | $85 | — | $85 | 0.31% |
| ELISE MONTEFORTE3 | 13 EAGLE NEST RD COLTS NECK, NJ 07722 | AFLAC | $82 | — | $82 | 0.30% |
| DENA PATTERSON3 Filed as: DENA D PATTERSON | 5117 RAINFLOWER CIR S LEAGUE CITY, TX 77573 | AFLAC | $58 | $22 | $80 | 0.29% |
| JOHN PAUL THOMPSON II3 | 1543 TEDDINGTON ST DELAND, FL 32720 | AFLAC | $74 | — | $74 | 0.27% |
| JEFF MUSGROVE3 | 31300 STONEBRIDGE PKWY WALLER, TX 77484 | AFLAC | $65 | — | $65 | 0.24% |
| MICHAEL P ZILINSKI3 | 1633 WASHINGTON BLVD, APT 4E STAMFORD, CT 06902 | AFLAC | $55 | — | $55 | 0.20% |
| TODD A STULL3 | 3000 E DIVISION ST STE A SPRINGFIELD, MO 65802 | AFLAC | $42 | — | $42 | 0.15% |
| KEVIN R MCINERNEY3 | 14 STILLMAN LN PLEASANTVILLE, NY 10570 | AFLAC | $37 | — | $37 | 0.13% |
| MARGARITA SALAS3 Filed as: MARGARITA F SALAS | 1747 PARKVIEW LN MISSOURI CITY, TX 77459 | AFLAC | $34 | — | $34 | 0.12% |
| ESTHER WILLIAMS CLOUSE3 | 3410 DANIEL FALLS LN KATY, TX 77449 | AFLAC | $34 | — | $34 | 0.12% |
| JULIE ATKINS3 | 16321 PACIFIC COAST HWY SPC 6 PACIFIC PALISADES, CA 90272 | AFLAC | $29 | — | $29 | 0.11% |
| JARED E DAY3 | 19710 CHARA CT CYPRESS, TX 77433 | AFLAC | $29 | — | $29 | 0.11% |
| CRYSTAL J MULVILLE3 | 6 WYNNOAK DR THE WOODLANDS, TX 77382 | AFLAC | $26 | — | $26 | 0.09% |
| BAILOR INSURANCE SERVICES3 | 533 AIRPORT BLVD, STE 400 BURLINGAME, CA 94010 | AFLAC | $24 | — | $24 | 0.09% |
| MICHAEL GRASS3 | 21707 KINGSLAND BLVD STE 105 KATY, TX 77450 | AFLAC | $22 | — | $22 | 0.08% |
| TUCKER ROBERT KUNKEL3 | 40 CASTLE ROCK RD LAKE HOPATCONG, NJ 07849 | AFLAC | $18 | — | $18 | 0.07% |
| ALBERT SHUST3 | 200 CENTENNIAL AVE, STE 105 PISCATAWAY, NJ 08854 | AFLAC | $17 | — | $17 | 0.06% |
| RONNY HUCKABEE3 Filed as: RONNY E HUCKABEE | 14403 WHISPERING VALLEY DR CYPRESS, TX 77429 | AFLAC | $17 | — | $17 | 0.06% |
| MICHAEL T REYES3 | 185 PLAINS RD, STE 200E MILFORD, CT 06461 | AFLAC | $15 | — | $15 | 0.05% |
| KATHLEEN M JAEGER3 | 202 COUNTRY MEADOWS LN DANVILLE, CA 94506 | AFLAC | $14 | — | $14 | 0.05% |
| ROBERT SALAS3 | 1747 PARKVIEW LN MISSOURI CITY, TX 77459 | AFLAC | $13 | — | $13 | 0.05% |
| RICHARD WHELAN3 | 3887 NW 52ND ST BOCA RATON, FL 33496 | AFLAC | $13 | — | $13 | 0.05% |
| PAMELA GAYLE POSEY3 | 2200 APACHE LN BROOKSHIRE, TX 77423 | AFLAC | $10 | — | $10 | 0.04% |
| DANIEL H GRIFFIN3 | 104 BURGUNDY CT MARTINEZ, CA 94553 | AFLAC | $8 | — | $8 | 0.03% |
| RAYMOND P KEECH III3 | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $6 | — | $6 | 0.02% |
| ANDREA CHESLEY3 | 5 HOPLER CT ROCKAWAY, NJ 07866 | AFLAC | $6 | — | $6 | 0.02% |
| ERIC J LEGER3 | 623 E 7TH 1/2 ST HOUSTON, TX 77007 | AFLAC | $5 | — | $5 | 0.02% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN DANIEL PAYNE | 3572 SHADOW TREE LN CHICO, CA 95928 | AFLAC | $4 | — | $4 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL JAMES RHODD | 4160 GREEN VALLEY RD FAIRFIELD, CA 94534 | AFLAC | $3 | — | $3 | 0.01% |
| AMY K FOY3 | 804 MCCOY RD FRANKLIN LAKES, NJ 07417 | AFLAC | $2 | — | $2 | 0.01% |
| RANDI E RIVA3 | 340 W PALMETTO PARK RD UNIT 504B BOCA RATON, FL 33432 | AFLAC | $1 | — | $1 | 0.00% |
| LAUREL NICOLE HARMS3 | 785 TURRINI DR DANVILLE, CA 94526 | AFLAC | $1 | — | $1 | 0.00% |
| MELISSA A SCHOFIELD3 | 910 W KATHLEEN RD PHOENIX, AZ 85023 | AFLAC | $1 | — | $1 | 0.00% |
| REY ROSTAMI3 | PO BOX 625 STOCKHOLM, NJ 07460 | AFLAC | $1 | — | $1 | 0.00% |
| TARA MICHELLE D AGOSTINO3 Filed as: TARA MICHELLE D'AGOSTINO | 87A BOOREAM AVE JERSEY CITY, NJ 07307 | AFLAC | $1 | — | $1 | 0.00% |
| CHERISE M WADE3 | 616 HARDEMAN ST SEALY, TX 77474 | AFLAC | $1 | — | $1 | 0.00% |
| EDWARD M RYSKA3 | 6010 ROBLAR RD PETALUMA, CA 94952 | AFLAC | $1 | — | $1 | 0.00% |
| KIM REED SMITH3 | 7815 DEERWOOD LAKE DR HUMBLE, TX 77346 | AFLAC | $1 | — | $1 | 0.00% |
| MEADE C MILLER3 | 17133 KNOLL DALE TRL CONROE, TX 77385 | AFLAC | $1 | — | $1 | 0.00% |
| PRENTISS ATKINS CASTLE JR3 | 7293 DEBADIE RD VENTRESS, LA 70783 | AFLAC | $1 | — | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 840 GESSNER RD SUITE 700 HOUSTON, TX 77024 | VISION SERVICE PLAN | $2K | — | $2K | 10.00% |
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 | 143 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 284 | $2.0M |
| Dental | BLUE CROSS BLUE SHIELD OF TEXAS | 284 | $2.0M |
| Vision | VISION SERVICE PLAN | 110 | $22K |
| Life insurance | STANDARD INSURANCE COMPANY | 143 | $40K |
| Short-term disability | STANDARD INSURANCE COMPANY | 130 | $44K |
| Long-term disability | STANDARD INSURANCE COMPANY | 71 | $61K |
| Other(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 143 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 284 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.