| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRINSON BENEFITS & C.D. TYLER3 | 714 SEYMOUR DRIVE FRISCO, TX 75033 | AMERITAS LIFE INSURANCE CORORATION | $10K | $0 | $10K | 10.00% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DRIVE FRISCO, TX 75033 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $853 | $5K | 12.13% |
| CHRISTOPHER D TYLER3 Filed as: CHRISTOPHER D. TYLER | 714 SEYMOUR DRIVE FRISCO, TX 75033 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 5.25% |
| SHAREE HOOPER3 | 2542 NORTH SURTEES PLACE FAYETTEVILLE, AR 72704 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $911 | $0 | $911 | 2.35% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: AG INSURANCE AGENCIES INC. | 6100 WESTERN PLACE, SUITE 350 FORT WORTH, TX 76107 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $558 | $0 | $558 | 1.44% |
| AMARILIS ALTAGRACIA CSIKORTOS3 | 480 CREEK TERRACE DRIVE SAGINAW, TX 76131 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $406 | $80 | $486 | 1.25% |
| PENELOPE ROSAS3 | 7238 CITRUS VALLEY DRIVE CORPUS CHRISTI, TX 78414 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $312 | $0 | $312 | 0.80% |
| MJ INSURANCE3 Filed as: ERNESTO E. GARCIA & VARIOUS AGENTS | 4710 FALLON PLACE DALLAS, TX 75227 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $214 | $63 | $277 | 0.71% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DRIVE FRISCO, TX 75033 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $948 | $5K | 17.07% |
| CHRISTOPHER D TYLER3 Filed as: CHRISTOPHER D. TYLER | 714 SEYMOUR DRIVE FRISCO, TX 75033 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 11.97% |
| AMARILIS ALTAGRACIA CSIKORTOS3 | 480 CREEK TERRACE DRIVE SAGINAW, TX 76131 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $392 | $2K | 7.83% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: AG INSURANCE AGENCIES INC. | 6100 WESTERN PLACE, SUITE 350 FORT WORTH, TX 76107 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $711 | $0 | $711 | 2.34% |
| PENELOPE ROSAS3 | 7238 CITRUS VALLEY DRIVE CORPUS CHRISTI, TX 78414 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $210 | $0 | $210 | 0.69% |
| ERNESTO ELOY GARCIA3 | 4710 FALLON PLACE DALLAS, TX 75227 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $60 | $0 | $60 | 0.20% |
| JIM GOLDSWORTHY3 | 113 EAST CALIFORNIA STREET GAINESVILLE, TX 76240 | STATE FARM LIFE INSURANCE COMPANY | $538 | $0 | $538 | 2.83% |
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 | 167 | 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) | 167 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERITAS LIFE INSURANCE CORORATION | 224 | $100K |
| Vision | AMERITAS LIFE INSURANCE CORORATION | 224 | $100K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 167 | $88K |
| Short-term disability(2 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 63 | $69K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 153 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 224 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.