| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| W3 | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | HUMANA HEALTH PLAN | $49K | $0 | $49K | 5.33% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | ARMADACARE | $1K | $0 | $1K | 1.15% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | HUMANA DENTAL INSURANCE COMPANY | $469 | $0 | $469 | 1.18% |
| HUMANA MARKETPOINT INC3 | 500 W MAIN NCT 28 LOUISVILLE, KY 402022946 | KANAWHA INSURANCE COMPANY | $905 | $0 | $905 | 4.12% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | HUMANA INSURANCE COMPANY | $3K | $0 | $3K | 13.06% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | AMERICAN HERITAGE LIFE INSURANCE | $128 | $0 | $128 | 4.60% |
| CHRIS WILSON3 | 6575 PFEIL ROAD SCHERTZ, TX 78154 | AMERICAN HERITAGE LIFE INSURANCE | $116 | $0 | $116 | 4.17% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER VOLUNTARY BNFTS LLC | PO BOX 71542 CHICAGO, IL 606951542 | AMERICAN HERITAGE LIFE INSURANCE | $107 | $0 | $107 | 3.84% |
| WALTER BURNETT EST. & OTHER AGENTS3 Filed as: WALTER M BURNETTE ESTATE | C/O CHARLENE BURNETT 10427 ROCKLAND DR SAN ANOTNIO, TX 78230 | AMERICAN HERITAGE LIFE INSURANCE | $7 | $0 | $7 | 0.25% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | COMPBENEFITS | $263 | $0 | $263 | 15.04% |
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 | 136 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 136 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | HUMANA HEALTH PLAN | 104 | $1.0M |
| Dental | HUMANA DENTAL INSURANCE COMPANY | 79 | $40K |
| Vision(2 contracts, 2 carriers) | HUMANA DENTAL INSURANCE COMPANY | 83 | $42K |
| Life insurance(3 contracts, 3 carriers) | KANAWHA INSURANCE COMPANY | 136 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 136 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.