| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURANCE PARTNERS OF TEXAS3 | 2230 INDUSTRIAL BLVD ABILENE, TX 796027857 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 14.98% |
| HEALTSURE INSURANCE SVCS INC3 | 2015 BIRDCREEK TER STE 102 TEMPLE, TX 765028006 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 3.56% |
| INSURANCE PARTNERS OF TEXAS3 | 2230 INDUSTRIAL BLVD ABILENE, TX 796027857 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $744 | $3K | 14.91% |
| HEALTHSURE INSURANCE SERVICES3 Filed as: HEALTHSURE INSURANCE SVCS INC | 2015 BIRDCREEK TER STE 102 TEMPLE, TX 765028006 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $763 | — | $763 | 3.61% |
| INSURANCE PARTNERS OF TEXAS3 | 7412 UNIVERSITY AVE UNIT 1 LUBBOCK, TX 79423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 28.91% |
| JOHN (STEVE) WHITTEN3 Filed as: JOHN STEVE WHITTEN | 7606 UNIVERSITY SUITE F LUBBOCK, TX 79423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $58 | — | $58 | 0.31% |
| KEVIN D GOODMAN3 | 6110 75TH PLACE LUBBOCK, TX 79424 | CONTINENTAL AMERICAN INSURANCE COMPANY | $44 | — | $44 | 0.23% |
| JOHN (STEVE) WHITTEN3 Filed as: JOHN STEVE WHITTEN | 7606 UNIVERSITY SUITE F LUBBOCK, TX 79423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.14% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT L CLARK | 7606 UNIVERISTY AVE SUITE F LUBBOCK, TX 79423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.11% |
| CECIL RAY PARKER3 | 7606 S UNIVERSITY AVE SUITE F LUBBOCK, TX 79423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.08% |
| ROBERT A MARTINEZ3 | 1326 S 14TH ST SUITE F ABILENE, TX 79602 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.06% |
| PETER B WILKINSON JR3 | 1408 LANCELOT AVE WOLFFORTH, TX 79382 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.04% |
| INSURANCE PARTNERS OF TEXAS3 | 2230 INDUSTRIAL BLVD ABILENE, TX 796027857 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $739 | $3K | 15.50% |
| HEALTHSURE INSURANCE SERVICES3 Filed as: HEALTHSURE INSURANCE SVCS INC | 2015 BIRDCREEK TER STE 102 TEMPLE, TX 765028006 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $649 | — | $649 | 3.59% |
| CAPROCK HEALTHPLANS5 | 4401 82ND ST UNIT 1200 LUBBOCK, TX 79424 | AIG MEDICAL EXCESS | $2K | — | $2K | 10.00% |
| INSURANCE PARTNERS OF TEXAS3 | 2230 INDUSTRIAL BLVD ABILENE, TX 796027857 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $861 | $233 | $1K | 13.86% |
| HEALTHSURE INSURANCE SERVICES3 Filed as: HEALTHSURE INSURANCE SVCS INC | 2015 BIRDCREEK TER STE 102 TEMPLE, TX 765028006 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $323 | — | $323 | 4.09% |
| INSURANCE PARTNERS OF TEXAS3 | 8008 SLIDE ROAD SUITE 14 LUBBOCK, TX 79424 | SUPERIOR VISION OF TEXAS | $790 | — | $790 | 10.96% |
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 | 145 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 145 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | SUPERIOR VISION OF TEXAS | 161 | $7K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $39K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 28 | $18K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 161 | — |
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.