| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | — | $14K | 15.00% |
| JASON L WEEKS3 Filed as: JASON WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $2K | — | $2K | 2.58% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO3 Filed as: BOLEY-FEATHERSTON HUFFMAN | 701 LAMAR STREET AND DEAL CO WICHITA FALLS, TX 76301 | AFLAC | $2K | — | $2K | 2.45% |
| ELIZABETH J WEEKS3 Filed as: ELIZABETH WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $2K | — | $2K | 2.27% |
| MARY L WILLIAMS3 | 1102 STEVENS STREET SUITE 1 BRIDGEPORT, TX 76426 | AFLAC | $1K | — | $1K | 1.36% |
| KELSEY COOLEY3 | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $775 | — | $775 | 0.99% |
| KELSEY COOLEY3 | 1568 COUNTY ROAD 2395 ALVORD, TX 76225 | AFLAC | $775 | — | $775 | 0.99% |
| ANDREW NESS3 | 1208 SOUTH FM 51 SUITE R DECATUR, TX 76234 | AFLAC | $220 | — | $220 | 0.28% |
| JACKIE LOUISE SOUCIE3 | 1500 WIND DANCER TRAIL FORT WORTH, TX 76131 | AFLAC | $181 | — | $181 | 0.23% |
| ANDREW NESS3 | 267 PRIVATE ROAD 2447 DECATUR, TX 76234 | AFLAC | $19 | — | $19 | 0.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| JASON L WEEKS3 Filed as: JASON WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $517 | — | $517 | 2.89% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO3 Filed as: BOLEY-FEATHERSTON HUFFMAN | 701 LAMAR STREET AND DEAL CO WICHITA FALLS, TX 76301 | AFLAC | $427 | — | $427 | 2.39% |
| KELSEY COOLEY3 | 1568 COUNTY ROAD 2395 ALVORD, TX 76225 | AFLAC | $351 | — | $351 | 1.96% |
| MARY L WILLIAMS3 | 1102 STEVENS STREET SUITE 1 BRIDGEPORT, TX 76426 | AFLAC | $252 | — | $252 | 1.41% |
| ELIZABETH J WEEKS3 Filed as: ELIZABETH WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $233 | — | $233 | 1.30% |
| ANDREW NESS3 | 1208 SOUTH FM 51 SUITE R DECATUR, TX 76234 | AFLAC | $68 | — | $68 | 0.38% |
| KRISTI STOCKER3 | 805 MAIN STREET SUITE A CROSSETT, AR 71635 | AFLAC | $49 | — | $49 | 0.27% |
| WORTHAM SAN ANTONIO INC3 Filed as: JULIE COELEEN WORTHAM | 2403 CHARLESTOWNE DRIVE SEARCY, AR 72143 | AFLAC | $10 | — | $10 | 0.06% |
| THERESA WILLIAMS JONES3 | 125 CLIFFVIEW DRIVE QUITMAN, AR 72131 | AFLAC | $8 | — | $8 | 0.04% |
| ANDREW NESS3 | 267 PRIVATE ROAD 2447 DECATUR, TX 76234 | AFLAC | $5 | — | $5 | 0.03% |
| JACKIE LOUISE SOUCIE3 | 1500 WIND DANCER TRAIL FORT WORTH, TX 76131 | AFLAC | $5 | — | $5 | 0.03% |
| DEWAYNE GOLDWYN SIMPSON3 | 4204 COPPER ROCK DRIVE EDMOND, OK 73025 | AFLAC | $3 | — | $3 | 0.02% |
| VICKIE L HENDERSON3 | 607 BAY VIEW COURT SHERWOOD, AR 72120 | AFLAC | $1 | — | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
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 | 301 | 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) | 301 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ARKANSAS BLUE CROSS AND BLUE SHIELD | 199 | $1.4M |
| Dental | ARKANSAS BLUE CROSS AND BLUE SHIELD | 272 | $70K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 209 | $25K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 301 | $71K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 196 | $94K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 66 | $15K |
| Prescription drug | ARKANSAS BLUE CROSS AND BLUE SHIELD | 199 | $1.4M |
| Other(4 contracts, 2 carriers) | AFLAC | 301 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 301 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.