| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | BLUECROSS BLUESHIELD OF TEXAS | $57K | — | $57K | 1.46% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | AETNA LIFE INSURANCE COMPANY | $64K | $4K | $67K | 22.22% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | AETNA LIFE INSURANCE COMPANY | — | $273 | $273 | 0.09% |
| PATRICK IAN WAGNER3 | 4580 PEBBLE BROOK LANE PLANO, TX 75093 | COLONIAL LIFE AND ACCIDENT | $22K | — | $22K | 9.53% |
| TBX EMPLOYEE BENEFITS LLC3 Filed as: TBX EMPLOYEE BENEFITS, LLC | 1201 ELM STREET, SUITE 4250 DALLAS, TX 75270 | COLONIAL LIFE AND ACCIDENT | $7K | $268 | $8K | 3.39% |
| COLONIAL OF NORTH TEXAS INSURANCE3 Filed as: COLONIAL OF N. TX AND OTHER AGENTS | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE AND ACCIDENT | $5K | $1K | $6K | 2.61% |
| DAVID J MCCLELLAN3 Filed as: DAVID ALLEN NEEL | 1201 ELM STREET DALLAS, TX 75270 | COLONIAL LIFE AND ACCIDENT | $2K | — | $2K | 0.86% |
| NEREIDA AVILA3 | 638 BARTON DRIVE EDINBURG, TX 78541 | COLONIAL LIFE AND ACCIDENT | $2K | — | $2K | 0.77% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DRIVE THE COLONY, TX 75056 | COLONIAL LIFE AND ACCIDENT | $1K | $318 | $2K | 0.69% |
| MARCEL JAMES MUELLER3 | 6664 RICHMOND DRIVE FRISCO, TX 75035 | COLONIAL LIFE AND ACCIDENT | $1K | — | $1K | 0.46% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | — | $26K | 13.25% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 64184 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.89% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | EYEMED | $3K | — | $3K | 8.28% |
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 | 526 | 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) | 526 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 922 | $3.9M |
| Dental | AETNA LIFE INSURANCE COMPANY | 834 | $303K |
| Vision | EYEMED | 696 | $36K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 675 | $194K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 675 | $194K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 675 | $194K |
| Prescription drug(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 922 | $3.9M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT | 675 | $423K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 922 | — |
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.