| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES D FITTZ3 | 412 MERCEDES ST STE F BENBROOK, TX 76126 | LINCOLN NATIONAL LIFE INSURANCE | $6K | — | $6K | 10.00% |
| JMES D FITTZ | 412 MERCEDES STREET BENBROOK, TX 76126 | ALLSTATE | $1K | — | $1K | 4.68% |
| COPELAND FINL SVCS INC Filed as: COPELAND FINL SVS | 4701 ALTAMESA BLVD FORT WORTH, TX 76133 | ALLSTATE | $894 | — | $894 | 3.33% |
| PAMELA KAY POOLE | 4701 ALTAMESA BLVD FORT WORTH, TX 76133 | ALLSTATE | $225 | — | $225 | 0.84% |
| JONATHON COPELAND | 4701 ALTAMESA BLVD FORT WORTH, TX 76133 | ALLSTATE | $35 | — | $35 | 0.13% |
| KEELER & ASSOCIATES Filed as: KEELER AND ASSOCIATES | 2209 1ST AVE PLATTSMOUTH, NE 68048 | ALLSTATE | $28 | — | $28 | 0.10% |
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 | 109 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GERBER LIFE INSURANCE | 109 | $235K |
| Dental | GERBER LIFE INSURANCE | 109 | $235K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE | 117 | $57K |
| Prescription drug | GERBER LIFE INSURANCE | 109 | $235K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE | 109 | $235K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 117 | — |
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."
No prospect flags tripped on this filing.