| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITEDHEALTHCARE INSURANCE COMPANY | $35K | — | $35K | 3.00% |
| ASSUREDPARTNERS3 Filed as: MEADORS ADAMS & LEE INC | PO BOX 3456 LITTLE ROCK, AR 72203 | UNITEDHEALTHCARE INSURANCE COMPANY | $32 | — | $32 | 0.00% |
| JASON L WEEKS3 Filed as: JASON WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $2K | $409 | $3K | 3.47% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO3 Filed as: BOLEY-FEATHERSTON HUFFMAN | 701 LAMAR STREET AND DEAL CO WICHITA FALLS, TX 76301 | AFLAC | $2K | — | $2K | 2.88% |
| KELSEY COOLEY3 | 1568 COUNTY ROAD 2395 ALVORD, TX 76225 | AFLAC | $1K | $598 | $2K | 2.26% |
| ELIZABETH J WEEKS3 Filed as: ELIZABETH WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $2K | — | $2K | 2.05% |
| MARY CATHERINE WILLIAMS3 Filed as: MARY WILLIAMS | 1102 STEVENS STREET SUITE 1 BRIDGEPORT, TX 76426 | AFLAC | $1K | $216 | $1K | 1.78% |
| ANDREW NESS3 | 267 PRIVATE ROAD 2447 DECATUR, TX 76234 | AFLAC | $420 | $290 | $710 | 0.89% |
| JACKIE LOUISE SOUCIE3 Filed as: JACKIE SOUCIE | 1500 WIND DANCER TRAIL FORT WORTH, TX 76131 | AFLAC | $129 | — | $129 | 0.16% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 10.60% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO3 | 701 LAMAR STREET WICHITA FALLS, TX 76301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 4.40% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 9.74% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO3 | 701 LAMAR STREET WICHITA FALLS, TX 76301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 5.26% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.38% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO3 | 701 LAMAR STREET WICHITA FALLS, TX 76301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.62% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| JASON L WEEKS3 Filed as: JASON WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $506 | $69 | $575 | 3.62% |
| KELSEY COOLEY3 | 1568 COUNTY ROAD 2395 ALVORD, TX 76225 | AFLAC | $401 | $138 | $539 | 3.39% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO3 Filed as: BOLEY-FEATHERSTON HUFFMAN | 701 LAMAR STREET AND DEAL CO WICHITA FALLS, TX 76301 | AFLAC | $474 | — | $474 | 2.98% |
| MARY CATHERINE WILLIAMS3 Filed as: MARY WILLIAMS | 102 STEVENS STREET SUITE 1 BRIDGEPORT, TX 76426 | AFLAC | $251 | $41 | $292 | 1.84% |
| ELIZABETH J WEEKS3 Filed as: ELIZABETH WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $220 | — | $220 | 1.38% |
| ANDREW NESS3 | 267 PRIVATE ROAD 2447 DECATUR, TX 76234 | AFLAC | $94 | $42 | $136 | 0.86% |
| KRISTI STOCKER3 | 805 MAIN STREET SUITE A CROSSETT, AR 71635 | AFLAC | $39 | — | $39 | 0.25% |
| WORTHAM SAN ANTONIO INC3 Filed as: JULIE WORTHAM | 2403 CHARLESTOWNE DRIVE SEARCY, AR 72143 | AFLAC | $8 | — | $8 | 0.05% |
| THERESA WILLIAMS JONES3 Filed as: THERESA JONES | 125 CLIFFVIEW DRIVE QUITMAN, AR 72131 | AFLAC | $6 | — | $6 | 0.04% |
| JACKIE LOUISE SOUCIE3 Filed as: JACKIE SOUCIE | 1500 WIND DANCER TRAIL FORT WORTH, TX 76131 | AFLAC | $3 | — | $3 | 0.02% |
| DEWAYNE GOLDWYN SIMPSON3 Filed as: DEWAYNE SIMPSON | 4204 COPPER ROCK DRIVE EDMOND, OK 73025 | AFLAC | $3 | — | $3 | 0.02% |
| WILLIAM R WHITTEN3 Filed as: WILLIAM WHITTEN | 2026 GLENCO TERRACE FORT WORTH, TX 76110 | AFLAC | $2 | — | $2 | 0.01% |
| VICKIE L HENDERSON3 Filed as: VICKIE HENDERSON | 607 BAY VIEW COURT SHERWOOD, AR 72120 | AFLAC | $0 | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.30% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO3 | 701 LAMAR STREET WICHITA FALLS, TX 76301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $547 | — | $547 | 4.69% |
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 | 345 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 345 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 181 | $1.2M |
| Dental | ARKANSAS BLUE CROSS AND BLUE SHIELD | 299 | $60K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 261 | $20K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 336 | $71K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 209 | $75K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 60 | $12K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 181 | $1.2M |
| Other(4 contracts, 2 carriers) | AFLAC | 336 | $166K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 336 | — |
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.