| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE ALEMAN GROUP3 Filed as: THE ALEMAN GROUP INC | 757 AMERICAN WAY SUITE C SHREVEPORT, LA 71106 | SYMETRA | $14K | — | $14K | 5.00% |
| TAURUS LIFE & HEALTH INSURANCE SOL3 | 9399 MILBANK DR SHREVEPORT, LA 71115 | SYMETRA LIFE INSURANCE COMPANY | — | $28K | $28K | 10.16% |
| THE ALEMAN GROUP3 | 910 PIERREMONT RD STE 215 SHREVEPORT, LA 71106 | SYMETRA LIFE INSURANCE COMPANY | — | $9K | $9K | 3.39% |
| WFKB LTD3 Filed as: WFKB, LTD | 3098 N EASTMAN ROAD STE 109-150 LONGVIEW, TX 75605 | STANDARD INSURANCE COMPANY | $8K | $1K | $9K | 5.34% |
| MATTHEW GREER3 | 9399 MILBANK DR SHREVEPORT, LA 71115 | STANDARD INSURANCE COMPANY | $4K | $414 | $4K | 2.40% |
| LISA G WAINER3 Filed as: LISA WAINER | 1025 VERBENA DRIVE AUSTIN, TX 78750 | STANDARD INSURANCE COMPANY | $3K | $414 | $4K | 2.14% |
| US NATIONAL BENEFIT PARTNERS WEST3 Filed as: US NATIONAL BENEFIT PARTNERS WEST I | 99 WOOD AVE SOUTH SUITE 501 ISELIN, NJ 08830 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 1.84% |
| USB HEALTH LLC3 | 4550 HWY 360 SUITE 190 GRAPEVINE, TX 76034 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 1.05% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | STANDARD INSURANCE COMPANY | $11K | $3K | $14K | 8.55% |
| MATTHEW GREER3 | 9399 MILBANK DR SHREVEPORT, LA 71115 | STANDARD INSURANCE COMPANY | $5K | $942 | $6K | 3.74% |
| WFKB LTD3 | 3098 N EASTMAN RD SUITE 109-150 LONGVIEW, TX 75605 | STANDARD INSURANCE COMPANY | — | $6K | $6K | 3.39% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | STANDARD INSURANCE COMPANY | $5K | $942 | $6K | 3.36% |
| US NATIONAL BENEFIT PARTNERS WEST3 Filed as: US NATIONAL BENEFIT PARTNERS WEST I | 99 WOOD AVE SOUTH SUITE 501 ISELIN, NJ 08830 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 2.47% |
| USB HEALTH LLC3 | 4550 HWY 360 SUITE 190 GRAPEVINE, TX 76034 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 1.77% |
| WFKB LTD3 Filed as: WFKB, LTD | 3098 N EASTMAN ROAD SUITE 109-150 LONGVIEW, TX 75605 | STANDARD INSURANCE COMPANY | $24K | $2K | $26K | 39.01% |
| MATTHEW GREER3 | 9399 MILBANK DR SHREVEPORT, LA 71115 | STANDARD INSURANCE COMPANY | $11K | $642 | $12K | 17.92% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | STANDARD INSURANCE COMPANY | $10K | $642 | $11K | 15.88% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | STANDARD INSURANCE COMPANY | — | $3K | $3K | 4.00% |
| US NATIONAL BENEFIT PARTNERS WEST3 Filed as: US NATIONAL BENEFIT PARTNERS WEST I | 99 WOOD AVE SOUTH SUITE 501 ISELIN, NJ 08830 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 3.58% |
| USB HEALTH LLC3 Filed as: USB HELTH LLC | 4550 HWY 360 SUITE 190 GRAPEVINE, TX 76034 | STANDARD INSURANCE COMPANY | $962 | — | $962 | 1.42% |
| WFKB LTD3 | 3098 N EASTMAN RD STE 109 #150 LONGVIEW, TX 75605 | STANDARD INSURANCE COMPANY | $4K | $837 | $5K | 8.33% |
| MATTHEW GREER3 | 9399 MILBANK DR SHREVEPORT, LA 71115 | STANDARD INSURANCE COMPANY | $2K | $261 | $2K | 3.70% |
| WFKB LTD3 | 3098 N EASTMAND RD SUITE 109-150 LONGVIEW, TX 75605 | STANDARD INSURANCE COMPANY | — | $2K | $2K | 3.46% |
| LISA G WAINER3 | 1025 VERBENA DRIVE AUSTIN, TX 78750 | STANDARD INSURANCE COMPANY | $2K | $262 | $2K | 3.31% |
| US NATIONAL BENEFIT PARTNERS WEST3 Filed as: US NATIONAL BENEFIT PARTNERS WEST I | 99 WOOD AVE SOUTH SUITE 501 ISELIN, NJ 08830 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 2.35% |
| USB HEALTH LLC3 | 4550 HWY 360 SUITE 190 GRAPEVINE, TX 76034 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 1.99% |
| SOUTHWEST LTC, LTD3 | 5560 TENNYSON PARKWAY SUITE 210 PLANO, TX 75024 | STANDARD INSURANCE COMPANY | — | $900 | $900 | 1.56% |
| WFKB LTD3 Filed as: WFKB, LTD | 3098 N EASTMAN ROAD SUITE 109-150 LONGVIEW, TX 75605 | STANDARD INSURANCE COMPANY | $2K | $802 | $3K | 6.06% |
| MATTHEW GREER3 | 9399 MILBANK DR SHREVEPORT, LA 71115 | STANDARD INSURANCE COMPANY | $1K | $251 | $1K | 2.62% |
| LISA G WAINER3 Filed as: LISA WAINER | 1025 VERBENA DRIVE AUSTIN, TX 78750 | STANDARD INSURANCE COMPANY | $1K | $251 | $1K | 2.36% |
| US NATIONAL BENEFIT PARTNERS WEST3 Filed as: US NATIONAL BENEFIT PARTNERS WEST I | 990WOOD AVE SOUTH SUITE 501 ISELIN, NJ 08830 | STANDARD INSURANCE COMPANY | $968 | — | $968 | 1.81% |
| USB HEALTH LLC3 | 4550 HWY 360 SUITE 190 GRAPEVINE, TX 76034 | STANDARD INSURANCE COMPANY | $566 | — | $566 | 1.06% |
| THE ALEMAN GROUP3 | 757 AMERICAN WAY SUITE C SHREVEPORT, LA 71135 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 11.96% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES EIN 75-2355889 THIRD PARTY ADMIN | Claims processing; Plan Administrator Service code 12 | 731 N TAYLOR AMARILLO, TX 79107 | $101K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 TELAMEDICINE | 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 | $7K |
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 | 214 | 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) | 214 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SYMETRA LIFE INSURANCE COMPANY | 266 | $273K |
| Dental | STANDARD INSURANCE COMPANY | 335 | $174K |
| Vision | STANDARD INSURANCE COMPANY | 319 | $53K |
| Life insurance(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 1,052 | $102K |
| Short-term disability | STANDARD INSURANCE COMPANY | 160 | $166K |
| Prescription drug | SYMETRA LIFE INSURANCE COMPANY | 266 | $273K |
| Stop-loss / reinsurancereinsurance | SYMETRA | 212 | $273K |
| Other(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 739 | $112K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,052 | — |
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.