| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHRISTOPHER D TYLER3 Filed as: CHRISTOPHER D. TYLER | UNKNOWN GAINESVILLE, TX 76240 | ACE AMERICAN INSURANCE COMPANY | $12K | $0 | $12K | 10.00% |
| CHRISTOPHER D TYLER3 Filed as: CHRISTOPHER D. TYLER | 714 SEYMOUR DRIVE FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $41 | $3K | 6.09% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DRIVE FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $13 | $2K | 5.00% |
| PENELOPE ROSAS3 | 7300 HENNEMAN WAY MCKINNEY, TX 75070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $75 | $2K | 3.63% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A G INSURANCE AGENCIES INC | 6100 WESTERN PLACE, SUITE 350 FORT WORTH, TX 76107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $934 | $0 | $934 | 1.94% |
| SHAREE HOOPER3 | 2100 NORTH FREEDOM PLACE FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $195 | $8 | $203 | 0.42% |
| ERNESTO ELOY GARCIA3 | 4710 FALLON PLACE DALLAS, TX 75227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $0 | $95 | 0.20% |
| MJ INSURANCE3 Filed as: JULIAN OLALDE AND VARIOUS AGENTS | 342 SAGE MEADOW ROAD WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $14 | $71 | 0.15% |
| CHRISTOPHER D TYLER3 Filed as: CHRISTOPHER D. TYLER | 714 SEYMOUR DRIVE FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $49 | $3K | 7.21% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DRIVE FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $13 | $2K | 4.91% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A G INSURANCE AGENCIES INC | 6100 WESTERN PLACE, SUITE 350 FORT WORTH, TX 76107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $947 | $0 | $947 | 2.04% |
| PENELOPE ROSAS3 | 7300 HENNEMAN WAY MCKINNEY, TX 75070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $730 | $22 | $752 | 1.62% |
| JULIAN OLALDE3 | 342 SAGE MEADOW ROAD WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $0 | $93 | 0.20% |
| ERNESTO ELOY GARCIA3 | 4710 FALLON PLACE DALLAS, TX 75227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $0 | $66 | 0.14% |
| MJ INSURANCE3 Filed as: SHAREE HOOPER AND VARIOUS AGENTS | 3130 SPRING VALLEY ROAD CHARLOTTE, NC 28210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $1 | $9 | 0.02% |
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 | 295 | 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) | 295 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 160 | $495K |
| Dental | ACE AMERICAN INSURANCE COMPANY | 95 | $123K |
| Vision | ACE AMERICAN INSURANCE COMPANY | 95 | $123K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 295 | $94K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 46 | $94K |
| Prescription drug | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 160 | $495K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 117 | $119K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 295 | — |
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.