| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC. | 2505 E MISSOURI AVE EL PASO, TX 79903 | UNITED HEALTHCARE INSURANCE COMPANY | — | — | $0 | 0.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 218060 HOUSTON, TX 77218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $1K | $16K | 15.70% |
| MERKI BENEFITS ADMINISTRATION LLC3 Filed as: MERKI BENEFITS ADMINISTRATION LIC | 326 VILLA CANTO EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $725 | $2K | $3K | 2.93% |
| MARIA GRACIELA PAMANES | 5780 MIRA GRANDE EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $828 | $2K | 2.15% |
| JACQUELINE PAPKE GONZALEZ3 | 5552 FERNWOOD CIR EL PASO, TX 79932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $452 | $2K | 2.15% |
| MARGARITA CANALES3 | 6201 ESCONDIDO DR APT 11-A EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $850 | $251 | $1K | 1.10% |
| KORINA ISELA BOTELLO3 | 7212 DESERT EAGLE EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $802 | $287 | $1K | 1.09% |
| NORMA SIBONEY LOPEZ | 1037 CHRISTY AVE EL PASO, TX 79907 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $704 | $143 | $847 | 0.85% |
| LAURA CRISTINA MORENO3 | 6605 BERRINGER ST EL PASO, TX 79932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $660 | $41 | $701 | 0.70% |
| BRENDA ERNESTINA ZAPIEN3 | 110 TIERRA MADRE CT SUNLAND PARK, NM 88063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $494 | $104 | $598 | 0.60% |
| DAMARIS H MEDINA3 | 5517 VALLEY MAPLE DR EL PASO, TX 79932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $584 | — | $584 | 0.58% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 421 W 3RD ST STE 800 FORT WORTH, TX 761023749 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $424 | — | $424 | 0.42% |
| FABIOLA VILLA3 | 9353 VISCOUNT BLVD APT 2113 EL PASO, TX 79925 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $165 | — | $165 | 0.16% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTRY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $90 | $165 | 0.16% |
| SEAMAN ENTERPRISES INC3 | 924 LAS AVES PL EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | — | $162 | 0.16% |
| G ZUBIA ENTERPRISES INC3 | 2417 MONTANA AVE EL PASO, TX 79903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | — | $155 | 0.15% |
| D&I INTERNATIONAL PARTNERS INC3 | 449 EL CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $111 | — | $111 | 0.11% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DRIVE LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $18 | $93 | 0.09% |
| FAIRLY CONSULTING GROUP LLC3 Filed as: FAIRLY CONSULTING GROUP | 1800 S WASHINGTON STE 400 AMARILLO, TX 79102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | — | $52 | 0.05% |
| ANGELA RENEE HERNANDEZ3 | 3233 MUDDY POINT LN EL PASO, TX 79938 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.04% |
| SOFIA SAENZ3 | 12054 PAUL KLEE DR EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.03% |
| ELISABETH CHESHIRE CHAVEZ3 | 7386 BRAYS LANDING DRIVE EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| RON ROSENSTEIN3 | 3711 N STANTON ST EL PASO, TX 79902 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.02% |
| DANIEL ROJAS3 | 6680 CABANA DEL SOL EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| ANDRES LOPEZ3 | 11713 SIERRA MORENA CIRCLE EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| JUAN JOSE MACIAS3 | 457 LAS PALOMAS EL PASO, TX 79905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| CECILIA MARTINEZ MACKAY3 | 9716 EASTRIDGE DRIVE EL PASO, TX 79925 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| EDGAR IVAN MUNOZ LUNA3 | 7313 KIOWA CREEK EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| MICHAEL HERNANDEZ3 | 3604 ALHAMBRA LN EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ANAYAH EILIS DORMAN3 | 312 RAINBOW CIRCLE EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| KPW INC3 | 312 RAINBOW CIR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| VANESSA CARRASCO3 | 1282 ZELLIGE ST EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| THOMAS SNYDER3 | 10539 DEDEKE DR NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ZACHARY HUNYADI ALICEA3 Filed as: ZACHARY HUNYADI ALICIA | 5001 N MESA APT 1114 EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| WESLEY DORMAN3 | 100 PORFIRIO DIAZ ST EL PASO, TX 79902 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JORGE DUENAS3 | 6840 CACTUS THRUSH DRIVE EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| LUISA IVETH DE STEFANO3 | 1265 SOUTHWESTERN DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 234661187 | METROPOLITAN LIFE INSURANCE COMPANY | $396 | $81 | $477 | 0.92% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61187 VIRGINIA BEACH, VA 234661187 | METROPOLITAN LIFE INSURANCE COMPANY | — | $462 | $462 | 0.89% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC. | PO BOX 61187 VIRGINIA BEACH, VA 234661187 | METROPOLITAN LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 73 | $361K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 267 | $52K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 267 | $52K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 267 | $52K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 267 | $152K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 267 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.