| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE ALEMAN GROUP3 | PO BOX 53097 SHREVEPORT, LA 71106 | SYMETRA LIFE INSURANCE COMPANY | $14K | — | $14K | 5.00% |
| THE ALEMAN GROUP3 | 910 PIERREMONT RD STE 215 SHREVEPORT, LA 71106 | SYMETRA LIFE INSURANCE COMPANY | $0 | $30K | $30K | 10.74% |
| TAURUS LIFE & HEALTH INSURANCE SOL3 | 9399 MILBANK DR SHREVEPORT, LA 71115 | SYMETRA LIFE INSURANCE COMPANY | $0 | $10K | $10K | 3.58% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 5.06% |
| MATTHEW GREER3 Filed as: MATTHEW B GREER | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 2.50% |
| LISA G WAINER3 | 1025 VERBENA DR AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 2.44% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 2.00% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 11.48% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 7.16% |
| MATTHEW GREER3 Filed as: MATTHEW B. GREER | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 6.25% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $96 | $2K | $2K | 2.11% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 15.54% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 9.58% |
| MATTHEW GREER3 | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 8.43% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 5.21% |
| FAIRWAY PARTNERS LLC3 | 5944 LUTHER LN STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.81% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 4.72% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 2.72% |
| MATTHEW GREER3 Filed as: MATTHEW B. GREER | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 2.50% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $35 | $1K | $1K | 2.06% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 15.11% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 9.42% |
| MATTHEW GREER3 | 9399 MILBANK DR SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 8.97% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 5.34% |
| FAIRWAY PARTNERS LLC3 Filed as: FAIRWAY PARTNERS | 5944 LUTHER LANE STE 307 DALLAS, TX 75225 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $550 | — | $550 | 1.02% |
| THE ALEMAN GROUP3 | 757 AMERICAN WAY SUITE C SHREVEPORT, LA 71135 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 12.00% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.73% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 2.73% |
| MATTHEW GREER3 Filed as: MATTHEW B. GREER | 9399 MILBANK DR SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 2.50% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH ST OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20 | $905 | $925 | 2.05% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $340 | — | $340 | 4.74% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $196 | — | $196 | 2.73% |
| MATTHEW GREER3 Filed as: MATTHEW B GREER | 9399 MILBANK DR SHREVEPORT, LA 71115 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $179 | — | $179 | 2.49% |
| DIANNA S ROBERTSON3 | 7421 N W 105TH STREET OKLAHOMA CITY, OK 73162 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3 | $144 | $147 | 2.05% |
| 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 | $103K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 TELAMED | Other services Service code 49 | PO BOX 360142 PITTSBURGH, PA 15250 | $10K |
| PCM RX MANAGEMENT EIN 27-3463867 RX MANAGEMENT | Other services Service code 49 | 9399 MILBANK DRIVE SHREVEPORT, LA 71115 | $8K |
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 | 298 | 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) | 298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SYMETRA LIFE INSURANCE COMPANY | 305 | $281K |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 358 | $174K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 363 | $60K |
| Life insurance(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 902 | $108K |
| Prescription drug | SYMETRA LIFE INSURANCE COMPANY | 305 | $281K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 276 | $283K |
| Other(7 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 902 | $317K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 902 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.