| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE HORTON GROUP Filed as: KELLY E HORTON | 7340 BAKER BLVD STE 390 RICHLAND HILLS, TX 76118 | AFLAC | $1K | $0 | $1K | — |
| JASON TOMMY RANDOLPH | 1100 KILLIAN DR MANSFIELD, TX 76063 | AFLAC | $628 | $0 | $628 | — |
| RENE ARRIAGA | 509 SANDPIPER LN LAREDO, TX 78045 | AFLAC | $286 | $0 | $286 | — |
| THE HORTON GROUP Filed as: MATTHEW A HORTON | 4437 LUPINE ESTATE DR JOSHUA, TX 76058 | AFLAC | $276 | $0 | $276 | — |
| ROSARIO GARCIA | 4081 DEEP VALLEY DR DALLAS, TX 75244 | AFLAC | $235 | $0 | $235 | — |
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 | 87 | 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. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 87 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AFLAC | 15 | $0 |
| Vision | AFLAC | 15 | $0 |
| Short-term disability | AFLAC | 15 | $0 |
| Long-term disability | AFLAC | 15 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.