| 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 | $17K | — | $17K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11K | — | $11K | 12.92% |
| MARY L WILLIAMS3 | 1102 STEVENS STREET BRIDGEPORT, TX 76426 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 4.31% |
| ANDREW NESS3 Filed as: ANDREW L NESS | 267 PRIVATE ROAD DECATUR, TX 76234 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 3.27% |
| TANA J ADAMS3 | 4024 HIDDEN VALLEY DENSION, TX 75020 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.89% |
| MARCI M SCHNITKER3 | PO BOX 245 GUNTER, TX 75058 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.26% |
| MARCI M SCHNITKER3 | PO BOX 245 GUNTER, TX 75058 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.99% |
| ELIAS LLERENAS3 | 4705 AMESBURY LANE SHERMAN, TX 75092 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.55% |
| JASON L WEEKS3 | 11645 MADDIE AVENUE FORT WORTH, TX 76244 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.31% |
| MARCI M SCHNITKER3 | PO BOX 245 GUNTER, TX 75058 | CONTINENTAL AMERICAN INSURANCE COMPANY | $767 | — | $767 | 0.91% |
| JEFFREY M SATTERLEE3 | 100 SUN AVENUE NORTHEAST SUITE 650 ALBUQUERQUE, NM 87109 | CONTINENTAL AMERICAN INSURANCE COMPANY | $596 | — | $596 | 0.71% |
| MARY L WILLIAMS3 | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 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 | $5K | — | $5K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PALMER & CAY LLC | 3050 PEACHTREE ROAD NORTHWEST SUITE 475 ATLANTA, GA 30305 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 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 | 254 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 61 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 319 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ARKANSAS BLUE CROSS AND BLUE SHIELD | 192 | $1.3M |
| Dental | ARKANSAS BLUE CROSS AND BLUE SHIELD | 273 | $62K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 189 | $22K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 280 | $68K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 188 | $117K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 79 | $17K |
| Prescription drug | ARKANSAS BLUE CROSS AND BLUE SHIELD | 192 | $1.3M |
| Other(3 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 280 | $152K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 280 | — |
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."
No prospect flags tripped on this filing.