| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIAM D. BARRY3 Filed as: WILLIAM D. BARRY, LP | 5131 SUMMERHILL ROAD TEXARKANA, TX 755031823 | ARKANSAS BLUE CROSS BLUE SHIELD | $23K | — | $23K | 2.50% |
| WILLIAM D. BARRY3 Filed as: WILLIAM D. BARRY, LP | 5131 SUMMERHILL ROAD TEXARKANA, TX 755031823 | ARKANSAS BLUE CROSS BLUE SHIELD | $3K | — | $3K | 5.00% |
| NOLAN R SMITH3 Filed as: NOLAN SMITH | 1019 BROWN DR WAKE VILLAGE, TX 75501 | ALLSTATE BENEFITS | $5K | — | $5K | 14.47% |
| WILLIAM D. BARRY3 | 5131 SUMMERHILL RD TEXARKANA, TX 75503 | ALLSTATE BENEFITS | $3K | — | $3K | 9.65% |
| WILLIAM D. BARRY3 | 5131 SUMMERHILL RD TEXARKANA, TX 75503 | USABLE LIFE | $3K | — | $3K | 15.00% |
| CHRISTOPHER SHUMAKE3 | 75 VALLEY ESTATES COVE LITTLE ROCK, AR 72212 | USABLE LIFE | $1K | — | $1K | 5.00% |
| MICHAEL DODSON3 | 15 TEXARKANA TRACE TEXARKANA, TX 75503 | USABLE LIFE | $176 | — | $176 | 0.77% |
| WD BARRY LP3 | 5131 SUMMERHILL TEXARKANA, TX 75503 | USABLE LIFE | $3K | — | $3K | 15.00% |
| CHRISTOPHER SHUMAKE3 | 75 VALLEY ESTATES COVE LITTLE ROCK, AR 72212 | USABLE LIFE | $262 | — | $262 | 1.33% |
| MICHAEL DODSON3 | 15 TEXARKANA TRACE TEXARKANA, TX 75503 | USABLE LIFE | $43 | — | $43 | 0.22% |
| WILLIAM D. BARRY3 | 5131 SUMMERHILL RD TEXARKANA, TX 75503 | HARTFORD LIFE AND ACCIDENT | $893 | — | $893 | 5.00% |
| NOLAN R SMITH3 Filed as: NOLAN SMITH | 1019 BROWN DR WAKE VILLAGE, TX 75501 | ALLSTATE WORKPLACE DIVISION | $804 | — | $804 | 9.00% |
| WILLIAM D. BARRY3 | 5131 SUMMERHILL ROAD TEXARKANA, TX 755031823 | ALLSTATE WORKPLACE DIVISION | $536 | — | $536 | 6.00% |
| WILLIAM D. BARRY3 Filed as: WILLIAM D BARRY LP | 5131 SUMMERHILL RD TEXARKANA, TX 75503 | USABLE LIFE | $228 | — | $228 | 15.02% |
| CHRISTOPHER SHUMAKE3 | 75 VALLEY ESTATES COVE LITTLE ROCK, AR 72212 | USABLE LIFE | $76 | — | $76 | 5.01% |
| MICHAEL DODSON3 | 15 TEXARKANA TRACE TEXARKANA, TX 75503 | USABLE LIFE | $12 | — | $12 | 0.79% |
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 | 169 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 169 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | ARKANSAS BLUE CROSS BLUE SHIELD | 169 | $1.0M |
| Dental | ARKANSAS BLUE CROSS BLUE SHIELD | 169 | $56K |
| Vision | ALLSTATE WORKPLACE DIVISION | 69 | $9K |
| Life insurance(3 contracts, 2 carriers) | ALLSTATE BENEFITS | 170 | $76K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 40 | $18K |
| Prescription drug | ARKANSAS BLUE CROSS BLUE SHIELD | 145 | $914K |
| Other(2 contracts) | USABLE LIFE | 170 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 170 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.