| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 13430 NORTHWEST FWY #600 HOUSTON, TX 77040 | HEALTH CARE SERVICE CORPORATION | $148K | $9K | $156K | 3.54% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | SUN LIFE ASSURANCE COMPANY OF CANADA | $30K | — | $30K | 10.45% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | SUN LIFE ASSURANCE COMPANY OF CANADA | $25K | — | $25K | 9.96% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| RODGER LINCOLN WELLS3 | 415 W WALL ST STE 1818 MIDLAND, TX 79701 | AFLAC | $10K | $3K | $13K | 19.97% |
| MEGAN CHAPMAN3 | 415 W WALL ST STE 1818 MIDLAND, TX 79701 | AFLAC | $5K | $566 | $5K | 7.76% |
| AMANDA MCCANN POTTER3 | 911 N MIDKIFF RD MIDLAND, TX 79701 | AFLAC | $2K | $701 | $3K | 4.54% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | AFLAC | $2K | — | $2K | 3.07% |
| ASHLEY N CAMPBELL3 | 405 N TRENCHARD ST DECATUR, TX 76234 | AFLAC | $41 | $16 | $57 | 0.09% |
| MICHELLE L. GRIGGS3 Filed as: MICHELLE L GRIGGS | 415 W WALL ST STE 1818 MIDLAND, TX 79701 | AFLAC | $25 | $18 | $43 | 0.07% |
| JASON L WEEKS3 | 620 STONEGLEN DR STE L KELLER, TN 76248 | AFLAC | $11 | $6 | $17 | 0.03% |
| MARY L WILLIAMS3 | 1102 STEVENS ST STE 1 BRIDGEPORT, TX 76426 | AFLAC | $7 | $6 | $13 | 0.02% |
| MARCI M SCHNITKER3 | PO BOX 245 GUNTER, TX 75058 | AFLAC | $6 | — | $6 | 0.01% |
| OSCAR JAQUEZ3 | 1601 N TURNER ST STE 211 HOBBS, NM 88240 | AFLAC | $6 | — | $6 | 0.01% |
| BOB J BRYSON3 | 1889 SAN FERNANDO DR LAS CRUCES, NM 88011 | AFLAC | $1 | — | $1 | 0.00% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | PO BOX 117388 CARROLLTON, TX 750117388 | UNION SECURITY INSURANCE COMPANY | $4K | — | $4K | 10.35% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | 4120 INTERNATIONAL PKWY, STE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| HOTCHKISS INSURANCE AGENCY LLC3 Filed as: HOTCHKISS INSURANCE AGENCY, LLC | PO BOX 117388 CARROLLTON, TX 750117388 | UNION SECURITY INSURANCE COMPANY | $1K | — | $1K | 10.07% |
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 | 323 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 335 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH CARE SERVICE CORPORATION | 708 | $4.4M |
| Dental(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 654 | $292K |
| Vision(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 654 | $262K |
| Life insurance(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 386 | $367K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 386 | $283K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 386 | $283K |
| Other(6 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 386 | $473K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 708 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.