| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JASON MATTHEW ALEMAN3 | 910 PIERREMONT ROAD, SUITE 215 SHREVEPORT, LA 71106 | TOKIO MARINE HCC - STOP LOSS GROUP | $35K | — | $35K | 4.94% |
| JASON MATTHEW ALEMAN3 Filed as: JASON M. ALEMAN | 757 AMERICAN WAY, SUITE C SHREVEPORT, LA 71106 | HCC LIFE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | — | $24K | 7.50% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 2.22% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $6K | $6K | 2.00% |
| MATTHEW GREER3 Filed as: MATTHEW B GREER | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $899 | — | $899 | 0.28% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | — | $17K | 11.25% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 6.25% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 5.58% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $3K | $5K | 3.25% |
| MATTHEW GREER3 Filed as: MATTHEW B. GREER | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 0.67% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 4.50% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $536 | $2K | $3K | 2.50% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 2.50% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 2.21% |
| MATTHEW GREER3 Filed as: MATTHEW B. GREER | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $311 | — | $311 | 0.29% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 10.10% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 6.13% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 6.06% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 4.53% |
| MATTHEW GREER3 Filed as: MATTHEW GREET | 9399 MILBANK DRIVE SHREVEORT SHREVEOPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $155 | — | $155 | 0.16% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 11.36% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 6.78% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 6.75% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 4.64% |
| MATTHEW GREER3 | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $169 | — | $169 | 0.19% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.50% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $248 | $992 | $1K | 2.50% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 2.50% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 2.22% |
| MATTHEW GREER3 Filed as: MATTHEW B. GREER | 9399 MILBANK DR SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $141 | — | $141 | 0.28% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $586 | — | $586 | 4.50% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $325 | — | $325 | 2.50% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $65 | $260 | $325 | 2.50% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $278 | — | $278 | 2.14% |
| MATTHEW GREER3 Filed as: MATTHEW B. GREER | 9399 MILBANK DR SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $48 | — | $48 | 0.37% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES EIN 75-2355889 THIRD PARTY ADMIN | Plan Administrator; Claims processing Service code 12 | 731 N TAYLOR AMARILLO, TX 79107 | $154K |
| FAIRWAY PARTNERS LLC INSURANCE AGENT | Insurance agents and brokers Service code 22 | 5944 LUTHER LANE STE 307 DALLAS, TX 75225 | $57K |
| TAURUS LIFE AND HEALTH SOLUTIONS INSURANCE AGENT | Insurance agents and brokers Service code 22 | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | $17K |
| THE ALEMAN GROUP EIN 59-3792616 INSURANCE AGENT | Insurance agents and brokers Service code 22 | 757 AMERICAN WAY SUITE C SHREVEPORT, LA 71106 | $4K |
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 | 439 | 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) | 439 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HCC LIFE INSURANCE COMPANY | 433 | $709K |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 473 | $319K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 456 | $107K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 456 | $63K |
| Prescription drug | HCC LIFE INSURANCE COMPANY | 433 | $709K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC - STOP LOSS GROUP | 370 | $710K |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 451 | $366K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 473 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.