| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM - FORT WORTH, INC. | 1600 WEST 7TH STREET SUITE 300 FORT WORTH, TX 761022506 | UNITED HEALTH CARE INSURANCE COMPANY | $49K | — | $49K | 5.48% |
| THE BRANT S COMPANY3 | 1600 W SEVENTH STREET FORT WORTH, TX 761022505 | UNITED HEALTH CARE INSURANCE COMPANY | — | $990 | $990 | 0.11% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM-FORT WORTH, INC. | 1600 W SEVENTH STREET FORT WORTH, TX 761022505 | ACE AMERICAN INSURANCE COMPANY | $3K | — | $3K | 7.54% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM - FORT WORTH, INC. | PO BOX 1388 HOUSTON, TX 772511388 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $638 | $5K | 17.11% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM - FORT WORTH, INC. | PO BOX 1388 HOUSTON, TX 772511388 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $405 | $3K | 17.22% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM- FORT WORTH, INC. | PO BOX 1388 HOUSTON, TX 772511388 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $367 | $63 | $430 | 17.57% |
| CAROLYN ANN MCLAUGHLIN3 | 639 E TRIPP RD SUNNYVALE, TX 75182 | AFLAC | $605 | $46 | $651 | — |
| ANN K GRAVSETH3 | 4528 CEDARBRUSH DRIVE DALLAS, TX 75229 | AFLAC | $248 | — | $248 | — |
| ADAM SHANE HUNDLEY3 | 813 CORNELL LN ALLEN, TX 75002 | AFLAC | $172 | $9 | $181 | — |
| GAY M HUNDLEY3 | 8796 FOREST CREEK LN ANNA, TX 75409 | AFLAC | $99 | — | $99 | — |
| ROY G SHELDON3 | 6298 WILLOWGATE DALLAS, TX 75230 | AFLAC | $96 | — | $96 | — |
| JOHN DEE MAULDIN3 | 1400 BURLINGTON DR PLANO, TX 75025 | AFLAC | $59 | — | $59 | — |
| JAMES A VANDIVER3 | 4516 LOUISVILLE DR PLANO, TX 75093 | AFLAC | $54 | — | $54 | — |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM C COVINGTON | 550 S WATTERS RD STE 103 ALLEN, TX 75013 | AFLAC | $49 | — | $49 | — |
| MOLOKAI MYLES HAND3 | 1409 S LAMAR ST APT 716 DALLAS, TX 75215 | AFLAC | $42 | — | $42 | — |
| T ALLEN HOWDESHELL3 Filed as: ALLEN V HUNDLEY | 620 TAYLOR TRL MURPHY, TX 75094 | AFLAC | $33 | — | $33 | — |
| SUZANNE LEWIS3 | 7116 RIPLEY ST MCKINNEY, TX 75071 | AFLAC | $17 | $9 | $26 | — |
| GAY M HUNDLEY3 | 620 TAYLOR TRL MURPHY, TX 75094 | AFLAC | $22 | — | $22 | — |
| DAVID J KASKA3 | 1862 DENVER WEST COURT #224 LAKEWOOD, CO 80401 | AFLAC | $17 | — | $17 | — |
| T ALLEN HOWDESHELL3 Filed as: ALLEN V HUNDLEY | 8796 FOREST CREEK LN ANNA, TX 75409 | AFLAC | $15 | — | $15 | — |
| ROBERT PERRY EVANS JR3 | 14422 COUNTY ROAD X MCLEAN, TX 79057 | AFLAC | $13 | — | $13 | — |
| VELMA E KASKA3 | 7803 EPPING LANE AUSTIN, TX 78745 | AFLAC | $10 | — | $10 | — |
| SCOTT WEBB3 | 21366 W MILTON DR PEORIA, AZ 85383 | AFLAC | $9 | — | $9 | — |
| ANDERSON C THOMPSON3 | 4001 TRENT PINES DRIVE NEW BERN, NC 28562 | AFLAC | $9 | — | $9 | — |
| SCOTT WEBB3 | 2155 W PINNACLE PEAK RD STE 205 PHOENIX, AZ 85027 | AFLAC | $9 | — | $9 | — |
| FRANKLIN R DAVIES3 | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75070 | AFLAC | $6 | — | $6 | — |
| GARY C KLEIN3 | 3211 SAN SEBASTIAN DR CARROLLTON, TX 75006 | AFLAC | $6 | — | $6 | — |
| HARVEY EDWARD MCCREARY JR3 | 273 BELLWOOD DR GARLAND, TX 75040 | AFLAC | $3 | — | $3 | — |
| BARBARA ANN MCNAUGHTON3 | 1308 NATURE WALK BLVD SW HUNTSVILLE, AL 35824 | AFLAC | $2 | — | $2 | — |
| BARBARA ANN MCNAUGHTON3 | 4910 CORPORATE DR NW STG G HUNTSVILLE, AL 35805 | AFLAC | $1 | — | $1 | — |
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 | 120 | 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) | 124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTH CARE INSURANCE COMPANY | 149 | $895K |
| Dental | ACE AMERICAN INSURANCE COMPANY | 110 | $39K |
| Vision | ACE AMERICAN INSURANCE COMPANY | 110 | $39K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 120 | $2K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 120 | $30K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 120 | $18K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 120 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 149 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.