| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GUADALUPE J PESINA | 3901 LADY BETTYE DR APT 3085 LEWISVILLE, TX 75056 | AFLAC | $249 | $0 | $249 | 3.21% |
| FAIRLY CONSULTING GROUP LLC Filed as: FAIRLY CONSULTING GROUP, LLC | PO BOX 1149 AMARILLO, TX 79105 | AFLAC | $238 | $0 | $238 | 3.07% |
| TRAVIS GEORGE REEDY | 22420 S BLESSEN RD CANYON, TX 79015 | AFLAC | $141 | $0 | $141 | 1.82% |
| SARA E MIJARES | 3302 S PHILADELPHIA ST AMARILLO, TX 79103 | AFLAC | $52 | $0 | $52 | 0.67% |
| STEPHEN HARRIS JACKSON | 1310 23RD ST APT 305 CANYON, TX 79015 | AFLAC | $50 | $0 | $50 | 0.64% |
| SOPHIA CLEMONS | 2217 HICKORY ST AMARILLO, TX 79107 | AFLAC | $39 | $0 | $39 | 0.50% |
| JOHN W MEECH | 20651 FM 1062 CANYON, TX 79015 | AFLAC | $33 | $0 | $33 | 0.43% |
| FARRAH SHAH | 5901 BELL ST STE C-24 AMARILLO, TX 79109 | AFLAC | $27 | $0 | $27 | 0.35% |
| PHILLIP K WISE | 218 FM 2378 LUBBOCK, TX 79407 | AFLAC | $22 | $0 | $22 | 0.28% |
| ISMAEL J ANGUIANO | 4711 S VIRGINIA ST APT 207 AMARILLO, TX 79109 | AFLAC | $22 | $0 | $22 | 0.28% |
| DOMENICA S SIGALA | 2720 S APACHE ST AMARILLO, TX 79103 | AFLAC | $21 | $0 | $21 | 0.27% |
| EVAN HEATH SCHMIDT | 1385 COUNTY RD E PANHANDLE, TX 79068 | AFLAC | $12 | $0 | $12 | 0.15% |
| LINDSEY REEDY | 22420 S BLESSEN RD CANYON, TX 79015 | AFLAC | $3 | $0 | $3 | 0.04% |
| DAYNA MAYDEN | 32563 S WESTERN ST CANYON, TX 79015 | AFLAC | $2 | $0 | $2 | 0.03% |
| CHRYSTAL MARTINEZ | 1729 ZILKER PARK TRL ALVARADO, TX 76009 | AFLAC | $1 | $0 | $1 | 0.01% |
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 | 37 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 37 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 37 | $106K |
| Dental | AFLAC | 16 | $8K |
| Vision | AFLAC | 16 | $8K |
| Life insurance | AFLAC | 16 | $8K |
| Short-term disability | AFLAC | 16 | $8K |
| Other | AFLAC | 16 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 37 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.