| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASCENDE, INC.3 | 2700 POST OAK BLVD SUITE 2500 HOUSTON, TX 77056 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $13K | $3K | $15K | 18.03% |
| AXA ASSISTANCE, USA5 | 122 SOUTH MICHIGAN AVENUE SUITE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $50 | $50 | 0.06% |
| GPA3 | 12770 MERIT DRIVE DALLAS, TX 75251 | AIG | $2K | — | $2K | 10.00% |
| GBC BENEFITS LTD3 Filed as: GBC BENEFITS, LTD | THE GUS BATES COMPANY 2409 FOREST PARK BLVD. FORT WORTH, TX 76110 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 12.36% |
| GREGORY JAMES HODGES3 Filed as: GREGORY HODGES | 5775 D GLENRIDGE DRIVE STE. 350 ATLANTA, GA 30328 | CONTINENTAL AMERICAN INSURANCE COMPANY | $327 | — | $327 | 2.22% |
| MARCO JOE KLIMEK3 Filed as: MARCO J KLIMEK | 1501 LBJ FREEWAY STE. 660 FARMERS BRANCH, TX 75234 | CONTINENTAL AMERICAN INSURANCE COMPANY | $103 | — | $103 | 0.70% |
| ROBERT SHEPARD COOPER3 | PO BOX 609 SANGER, TX 76266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $41 | — | $41 | 0.28% |
| JOHN M JOHNSON3 | 2150 W NW HIGHWAY STE. 114 GRAPEVINE, TX 76051 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.20% |
| DEREK P SMITH3 | 11609 MARION ROAD SANGER, TX 76266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.09% |
| TAMMI LAVOICE COOPER3 Filed as: TAMMI L COOPER | PO BOX 609 SANGER, TX 76266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.05% |
| DONNA D LASKOSKIE3 Filed as: DONNA LEHRMANN | 4515 WILDWOOD CIR GRANDBURY, TX 76049 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.05% |
| MARY L WILLIAMS3 | 1102 STEVENS ST BRIDGEPORT, TX 76426 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.05% |
| THOMAS G MONTGOMERY3 | PO BOX 231 CROWLEY, TX 76036 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| DAVID R FISHER3 | 2409 FOREST PARK BLVD. FORT WORTH, TX 76110 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| DARRELL L HOLLEY3 | 62 PANORAMA CIRCLE TROPHY CLUB, TX 76262 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT L CLARK | 7606 UNIVERSITY AVE SUITE F LUBBOCK, TX 79423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.03% |
| CRAIG S DAVIES3 | 2605 SAGEBRUSH DRIVE STE. 105 FLOWER MOUND, TX 75028 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.03% |
| T ALLEN HOWDESHELL3 | 2400 STATE HIGHWAY 121 APT 2403 EULESS, TX 76039 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| CECIL RAY PARKER3 | 7606 SOUTH UNIVERSITY SUITE F LUBBOCK, TX 79423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| PETER B WILKINSON JR3 Filed as: PETER B WILKINSON JR. | 1408 LANCELOT AVE WOLFFORTH, TX 79382 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| SHELLY WIEGAND3 | 2607 ARMATRADING DR. CEDAR PARK, TX 78613 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| KATHY M RAWLS3 Filed as: KATHY RAWLS | 2409 FOREST PARK BLVD. FORT WORTH, TX 76110 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| ZACKARY K. JOHNSON3 | 4600 N 5TH MCALLEN, TX 78504 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| PETER J MACE3 | 5775 D GLENRIDGE DR. STE. 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $118 | — | $118 | 3.49% |
| GBC BENEFITS LTD3 | 2409 FOREST PARK BLVD. FORT WORTH, TX 76110 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 1.51% |
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 | 118 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 118 | $89K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 118 | $85K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 118 | $85K |
| Other(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 118 | $120K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 118 | — |
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.