| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $35K | $35K | 5.26% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | HUMANA HEALTH PLAN | $7K | $0 | $7K | 5.00% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | ARMADACARE | $833 | $0 | $833 | 1.15% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNION SECURITY INSURANCE COMPANY | $3K | $0 | $3K | 10.00% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $222 | $2K | 16.53% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNION SECURITY INSURANCE COMPANY | $937 | $0 | $937 | 10.00% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $160 | $1K | 16.81% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $989 | $111 | $1K | 16.68% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | HUMANA DENTAL INSURANCE COMPANY | $641 | $0 | $641 | 9.99% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $932 | $107 | $1K | 16.71% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $906 | $90 | $996 | 16.50% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $731 | $96 | $827 | 16.96% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | HUMANA INSURANCE COMPANY | $340 | $0 | $340 | 10.45% |
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 | 125 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 99 | $879K |
| Dental(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 80 | $34K |
| Vision(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 76 | $16K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 134 | $27K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 37 | $13K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 33 | $6K |
| Other(3 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 125 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 134 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.