| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JACKIE C TACK | 7 ALTADENA DRIVE PUEBLO, CO 81005 | AFLAC | $1K | $26 | $1K | 4.15% |
| AARON WADE BENBOW | 3934 AMADAS DRIVE CORPUS CHRISTI, TX 78414 | AFLAC | $930 | $116 | $1K | 3.81% |
| MICHAEL HUNTER Filed as: MICHAEL F. HUNTER | PO BOX 2826 MUSCLE SHOALS, AL 35662 | AFLAC | $414 | $11 | $425 | 1.55% |
| DAVID R ZUNIGA | 6131 36TH STREET LUBBOCK, TX 79407 | AFLAC | $163 | — | $163 | 0.59% |
| ALLEN CALK | 6901 SARATOGA BLVD APT 2401 CORPUS CHRISTI, TX 78414 | AFLAC | $127 | $23 | $150 | 0.55% |
| GERALD J DAVIS | 4525 SAINT ANDREWS CT MIDDLETOWN, OH 45042 | AFLAC | $120 | $23 | $143 | 0.52% |
| MARILYN HUNTER Filed as: MARILYN D. HUNTER | PO BOX 2826 MUSCLE SHOALS, AL 35662 | AFLAC | $141 | — | $141 | 0.51% |
| SAIC INC | 1639 BRADLEY PARK DR SUITE 500 BOX 35B COLUMBUS, GA 31904 | AFLAC | $132 | — | $132 | 0.48% |
| ZAKERY ALLEN HARLOW | 2960 N ACADEMY BLVD STE 101 COLORADO SPRINGS, CO 80917 | AFLAC | $127 | $5 | $132 | 0.48% |
| CHARLES MCCRANN | P.O. BOX 6971 CORPUS CHRISTI, TX 76466 | AFLAC | $113 | — | $113 | 0.41% |
| ALEXANDER A ARTMAN | 102 POINTE VIEW DR MARS, PA 16046 | AFLAC | $94 | — | $94 | 0.34% |
| JANEL THRASH | 7209 LINDENWOOD DR. CORPUS CHRISTI, TX 78414 | AFLAC | $89 | — | $89 | 0.32% |
| ROGER CURTIS POWELL | 5637 SHAMROCK HTS COLORADO SPRINGS, CO 80923 | AFLAC | $85 | $1 | $86 | 0.31% |
| WILLIAM M HURLEY | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $83 | — | $83 | 0.30% |
| FRED H STREIFF | 33000 VISTA WEST DR TRINIDAD, CO 81082 | AFLAC | $58 | — | $58 | 0.21% |
| JOSEPH P CALARCO Filed as: JOSEPH N MCBRIDE | 106 AMY LN MUSCLE SHOALS, AL 35661 | AFLAC | $57 | — | $57 | 0.21% |
| GIBBS MORGAN | PO BOX 2552 INDIAN TRAIL, NC 28079 | AFLAC | $49 | — | $49 | 0.18% |
| MICHAEL SHANE KIRKLAND | 137 PLANTATION DR KILLEN, AL 35645 | AFLAC | $31 | $2 | $33 | 0.12% |
| JASON L WEEKS | 620 STONEGLEN DR STE L KELLER, TX 76248 | AFLAC | $26 | — | $26 | 0.09% |
| REX L BROOKS Filed as: REX L. BROOKS | PO BOX 893 FLORENCE, AL 35631 | AFLAC | $24 | — | $24 | 0.09% |
| BARBARA BAROS | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $23 | — | $23 | 0.08% |
| ANTONIA DAVILA | 4900 N 23RD STREET MCALLEN, TX 78504 | AFLAC | $19 | — | $19 | 0.07% |
| STEVEN L MOORE | 4749 GRIFFITT BEND RD TALLADEGA, AL 35160 | AFLAC | $14 | — | $14 | 0.05% |
| CHRISTOPHER R MONTELONGO | 5205 GLENMONT DR. CORPUS CHRISTI, TX 78415 | AFLAC | $11 | — | $11 | 0.04% |
| THOMAS J PITZENBERGER | 1501 SUGARLAND PKWY PLEASANT HILL, MO 64080 | AFLAC | $9 | — | $9 | 0.03% |
| WORTHAM SAN ANTONIO INC Filed as: JOHN LEE | 322 FARMHOUSE ROAD ELLERSLIE, GA 31807 | AFLAC | $8 | — | $8 | 0.03% |
| CLINT WEIGHT | 706 S 320 E SALEM, UT 84653 | AFLAC | $8 | — | $8 | 0.03% |
| BRANDY BERRY | 14634 RED RIVER DR. CORPUS CHRISTI, TX 78410 | AFLAC | $7 | — | $7 | 0.03% |
| WORTHAM SAN ANTONIO INC Filed as: JOHN SHELBY AMOS | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $6 | — | $6 | 0.02% |
| JONATHAN SAMUEL KIRKLAND | 1270 HOPEWELL CRST ALPHARETTA, GA 30004 | AFLAC | $6 | — | $6 | 0.02% |
| MATTHEW P GAHM | 6524 MINERAL BELT DR COLORADO SPRINGS, CO 80927 | AFLAC | $6 | — | $6 | 0.02% |
| STAN A SHERLIN Filed as: STAN SHERLIN | 773 TOWNE LAKE DR MONTGOMERY, AL 35117 | AFLAC | $6 | — | $6 | 0.02% |
| BILLY KEITH | 2211 N 23RD ST MCALLEN, TX 78501 | AFLAC | $5 | — | $5 | 0.02% |
| ANDREW M GARCIA Filed as: ANDREW GARCIA | 606 CARMEL PARKWAY CORPUS CHRISTI, TX 78411 | AFLAC | $5 | — | $5 | 0.02% |
| LARRY D DENNY Filed as: LARRY MARONEY | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $5 | — | $5 | 0.02% |
| R AND L SUPPLEMENTAL BENEFITS INC | PO BOX 893 FLORENCE, AL 35631 | AFLAC | $4 | — | $4 | 0.01% |
| LAURA BUCK | 6282 DOUGLAS CT N CHAMPLIN, MN 55316 | AFLAC | $4 | — | $4 | 0.01% |
| JOSE DE LOS SANTOS III | 15550 E COPPER CREEK LN PARKER, CO 80134 | AFLAC | $4 | — | $4 | 0.01% |
| TINA WAY | 15550 E COPPER CREEK LANE PARKER, CO 80134 | AFLAC | $2 | — | $2 | 0.01% |
| TRINITY BENEFIT SOLUTIONS | 2318 PANSY ST SW HUNTSVILLE, AL 35801 | AFLAC | $2 | — | $2 | 0.01% |
| KIEFER GROUP INSURANCE AGCY LLC | 155 INVERNESS DR W SUITE 300 ENGLEWOOD, CO 80112 | AFLAC | $2 | — | $2 | 0.01% |
| ALLISON FARRIS WENDELBERGER | 207 SANTA FE DR WALNUT CREEK, CA 94598 | AFLAC | $2 | — | $2 | 0.01% |
| NIGH CLARY | 15825 COZUMEL DR. CORPUS CHRISTI, TX 78418 | AFLAC | $2 | — | $2 | 0.01% |
| ARICCA WALLACE | 2957 NEVADA ST. MANHATTAN, KS 66502 | AFLAC | — | — | $0 | 0.00% |
| ASHLEY ANN BUSTOS | 2886 FOUNTAIN AVE LAS CRUCES, NM 88007 | AFLAC | — | — | $0 | 0.00% |
| BENJAMIN O THOMPSON SR Filed as: BENJAMIN O THOMPSON SR. | 2012 GAMELAW COURT MIDLOTHIAN, VA 23113 | AFLAC | — | — | $0 | 0.00% |
| BRAD J SCHUMACHER | 718 MAIN ST STE 205 HAYS, KS 67601 | AFLAC | — | — | $0 | 0.00% |
| CATHIE TATE | 110 SUMMER WIND CIR MADISON, AL 35758 | AFLAC | — | — | $0 | 0.00% |
| CSC IS LLC | 2730 TINSLEY DR. SUITE 106 RICHMOND, VA 23235 | AFLAC | — | — | $0 | 0.00% |
| NATHAN HARRISON | 16024 MANCHESTER RD 2ND FLOOR SUITE 200 ELLISVILLE, MO 63011 | AFLAC | — | — | $0 | 0.00% |
| MICHAEL R LOWE | 5922 SHARM DRIVE MANHATTAN, KS 66503 | AFLAC | — | — | $0 | 0.00% |
| JONI S WOBORNY BUNKER Filed as: JONI S. WOBORNY BUNKER | 1837 VIRGINIA DR. MANHATTAN, KS 66502 | AFLAC | — | — | $0 | 0.00% |
| RAYMOND M RIGIROZZI | 109 DEAUVILLE LN PUEBLO, CO 81005 | AFLAC | — | — | $0 | 0.00% |
| LINDA R MENDEZ | 15321 YARDARM CT CORPUS CHRISTI, TX 78418 | AFLAC | — | — | $0 | 0.00% |
| JOHN P THOMPSON | 6395 S KEWAUNEE WAY SUITE 425 AURORA, CO 80016 | AFLAC | — | — | $0 | 0.00% |
| KAREN J COMPTON | 2630 FARM BUREAU RD STE A MANHATTAN, KS 66502 | AFLAC | — | — | $0 | 0.00% |
| RONALD A MONSON | 104 SAN CARLOS RD CONDO G PUEBLO, CO 81005 | AFLAC | — | — | $0 | 0.00% |
| JULIE THOMPSON PRIOR | 600 FERN MEADOW LOOP APT 306 MIDLOTHIAN, VA 23114 | AFLAC | — | — | $0 | 0.00% |
| JAMES C FLETCHER | 131 N SANTA FE AVE SUITE 140 SALINA, KS 67401 | AFLAC | — | — | $0 | 0.00% |
| STELLA BUSTOS-CARILLO | 1100 S MAIN SUITE 12 LAS CRUCES, NM 88005 | AFLAC | — | — | $0 | 0.00% |
| STEVEN T HURLEY Filed as: STEVEN HURLEY | 130 CLYDESDALE LANE VICTORIA, TX 77904 | AFLAC | — | — | $0 | 0.00% |
| GWEN AYLWARD Filed as: GWEN A AYLWARD | 2630 FARM BUREAU RD SUITE A MANHATTAN, KS 66502 | AFLAC | — | — | $0 | 0.00% |
| SUZETTE GOULD | 1245 SOUTHRIDGE CT STE 107 HURST, TX 76053 | AFLAC | — | — | $0 | 0.00% |
| JAMIE L HORN | 309 W LINDEN AVE PUEBLO, CO 81007 | AFLAC | — | — | $0 | 0.00% |
| JOSEPH E PUPEK JR | 343 FAIRWAYS DRIVE MACON, GA 31220 | AFLAC | — | — | $0 | 0.00% |
| TOMMY LEON MCKEE | 5013 FOREST OAKS DR. LAS VEGAS, NV 89149 | AFLAC | — | — | $0 | 0.00% |
| MICHELLE M BARRETT | 201 LINDSAY TRAIL FORT PIERRE, SD 57532 | AFLAC | — | — | $0 | 0.00% |
| JAMES A SCOTT & SON INC Filed as: JAMES R HILL SR | 9701 GAYTON RD STE 6 RICHMOND, VA 23238 | AFLAC | — | — | $0 | 0.00% |
| WILLINGHAM INC | 1502 N METCALF LOUISBURG, KS 66053 | AFLAC | — | — | $0 | 0.00% |
| REBECCA J SNEDDON | 315 YUCCA STREET PUEBLO, CO 81007 | AFLAC | — | — | $0 | 0.00% |
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 | 84 | 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) | 84 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS AND BLUESHIELD OF ALABAMA | 57 | $500K |
| Dental | BLUECROSS AND BLUESHIELD OF ALABAMA | 57 | $473K |
| Vision(2 contracts, 2 carriers) | BLUECROSS AND BLUESHIELD OF ALABAMA | 57 | $482K |
| Prescription drug | BLUECROSS AND BLUESHIELD OF ALABAMA | 57 | $473K |
| Other | BLUECROSS AND BLUESHIELD OF ALABAMA | 57 | $473K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 57 | — |
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.