| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JASON MATTHEW ALEMAN3 | 910 PIERREMONT ROAD SUITE 125 SHREVEPORT, LA 71106 | TOKIO MARINE HHC - STOP LOSS GROUP | $24K | — | $24K | 4.91% |
| THE ALEMAN GROUP3 | 910 PIERREMONT ROAD SUITE 410 SHREVEPORT, LA 71106 | TOKIO MARINE HHC - STOP LOSS GROUP | -$6K | — | -$6K | -1.18% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $610 | — | $610 | 5.00% |
| KNOW RIDLEY3 | 401 EDWARDS ST STE 1210 SHREVEPORT, LA 71101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $305 | — | $305 | 2.50% |
| LISA G WAINER3 Filed as: LISA WAINER | 1025 VERBENA DR AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $305 | — | $305 | 2.50% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $244 | $244 | 2.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES EIN 75-2355889 THIRD PARTY ADMINISTRATOR | Claims processing; Plan Administrator Service code 12 | 731 N TAYLOR AMARILLO, TX 79107 | $214K |
| KNOW RIDLEY JR INSURANCE AGENT | Insurance agents and brokers Service code 22 | 401 EDWARDS ST STE 1210 SHREVEPORT, LA 71101 | $71K |
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 | 650 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 650 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HCC LIFE INSURANCE COMPANY | 650 | $478K |
| Life insurance(2 contracts, 2 carriers) | LINCOLN NATIONAL CO | 650 | $26K |
| Prescription drug | HCC LIFE INSURANCE COMPANY | 650 | $478K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HHC - STOP LOSS GROUP | 448 | $481K |
| Other(2 contracts, 2 carriers) | LINCOLN NATIONAL CO | 650 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 650 | — |
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.