| 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 | $2K | $41K | $44K | 5.57% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | ARMADACARE | $967 | $0 | $967 | 1.15% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $0 | $4K | 10.02% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNTIED OF OMAHA LIFE INSURANCE COMPANY | $2K | $730 | $3K | 19.87% |
| 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 | $458 | $2K | 19.74% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNTIED OF OMAHA LIFE INSURANCE COMPANY | $1K | $335 | $1K | 19.68% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $961 | $310 | $1K | 19.83% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $754 | $239 | $993 | 19.76% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE AND RISK MANAGEME | 131 INTERPARK BLVD SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $107 | $346 | $453 | 63.09% |
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 | 134 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 134 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 110 | $870K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 91 | $42K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 91 | $42K |
| Life insurance(2 contracts, 2 carriers) | UNTIED OF OMAHA LIFE INSURANCE COMPANY | 134 | $25K |
| Short-term disability(2 contracts, 2 carriers) | UNTIED OF OMAHA LIFE INSURANCE COMPANY | 44 | $8K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 36 | $6K |
| Other(3 contracts, 2 carriers) | UNTIED OF OMAHA LIFE INSURANCE COMPANY | 134 | $30K |
| 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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.