| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & NOYES LLC | 2245 TEXAS DRIVE SUITE 170 SUGAR LAND, TX 77479 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $13K | $6K | $19K | 10.61% |
| MARK S METTILLE3 | 107 CANDLELIGHT LANE MORRIS, IL 60450 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 2.63% |
| HRO BENEFIT ADVISORS LLC3 Filed as: HRO BENEFIT ADVISORS | 1734 VILLAGE GREEN SUITE 111 HOUSTON, TX 77040 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 2.61% |
| NATIONAL BENEFIT CENTER3 Filed as: NATIONAL BENEFIT CENTER LLC | 1105 NORTH MARKET STREET SUITE 1300 WILMINGTON, DE 19801 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $491 | — | $491 | 0.27% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & NOYES LLC | 2871 LAKE VISTA DRIVE SUITE 125 LEWISVILLE, TX 75067 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | — | $10K | 10.01% |
| HRO BENEFIT ADVISORS LLC3 | 17347 VILLAGE GREEN DRIVE SUITE 111 JERSEY VILLAGE, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $4K | $9K | 9.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & NOYES LLC | 2871 LAKE VISTA DRIVE SUITE 125 LEWISVILLE, TX 75067 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $8K | $8K | 8.08% |
| TNG BENEFITS, LLC3 Filed as: TNG BENEFITS LLC | 2245 TEXAS DRIVE SUITE 170 SUGAR LAND, TX 77479 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | 6.18% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN ROAD SOLON, OH 44139 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $540 | $540 | 0.55% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & NOYES LLC | 2871 LAKE VISTA DRIVE SUITE 125 LEWISVILLE, TX 75067 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 9.76% |
| BROWN AND BROWN OF FLORIDA, INC.5 Filed as: BROWN & NOYES LLC | 2871 LAKE VISTA DRIVE SUITE 125 LEWISVILLE, TX 75067 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | 7.87% |
| TNG BENEFITS, LLC3 Filed as: TNG BNEFITS LLC | 2245 TEXAS DRIVE SUITE 170 SUGAR LAND, TX 77479 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 5.69% |
| HRO BENEFIT ADVISORS LLC3 | 17347 VILLAGE GREEN DRIVE SUITE 111 JERSEY VILLAGE, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 5.24% |
| HRO BENEFIT ADVISORS LLC5 | 17347 VILLAGE GREEN DRIVE SUITE 111 JERSEY VILLAGE, TX 77040 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 4.23% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN ROAD SOLON, OH 44319 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $415 | $415 | 0.51% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12K | — | $12K | 26.74% |
| DEMONTROND INSURANCE AGENCY LLC3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7K | — | $7K | 17.27% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $469 | — | $469 | 1.09% |
| GARY K GREENSAGE, LLC3 Filed as: GARY K GREENSAGE LLC | 18230 NORTH ELDRIDGE PARKWAY TOMBALL, TX 77377 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $33 | — | $33 | 0.08% |
| GEORGE DEMONTROND INSURANCE AGENCY3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $26 | — | $26 | 0.06% |
| JUSTIN LEBLANC3 | 209 BELLAGIO DRIVE LAKEWAY, TX 78734 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| PAUL CRAWFORD DORTON3 | 18207 INDIAN BOW SAN ANTONIO, TX 78259 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 7.85% |
| DEMONTROND INSURANCE AGENCY LLC3 Filed as: DEMONTROND INSURANCE AGENCY | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 5.50% |
| GEORGE DEMONTROND INSURANCE AGENCY3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $740 | — | $740 | 2.36% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 | 2717 COMMERCIAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $645 | — | $645 | 2.06% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $187 | — | $187 | 0.60% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $160 | — | $160 | 0.51% |
| ROBERT A MCNEESE3 Filed as: ROBERT RODRIGUEZ | 11403 BARKER CYPRESS ROAD SUITE J222 CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $160 | — | $160 | 0.51% |
| DEBRA GAPP3 | 20302 STONE FALLS COURT CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $136 | — | $136 | 0.43% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN LIFE INSURANCE COMPANY | $6K | — | $6K | 19.21% |
| DEMONTROND INSURANCE AGENCY LLC3 Filed as: DEMONTROND INSURANCE AGENCY | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN LIFE INSURANCE COMPANY | $4K | — | $4K | 13.07% |
| GEORGE DEMONTROND INSURANCE AGENCY3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN LIFE INSURANCE COMPANY | $309 | — | $309 | 1.05% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN LIFE INSURANCE COMPANY | $274 | — | $274 | 0.93% |
| ARDENT SOLUTIONS LLC3 Filed as: ARDENT SOLUTIONS, LLC | 14090 SOUTHWEST FREEWAY SUITE 200 SUGAR LAND, TX 77478 | AMERICAN LIFE INSURANCE COMPANY | $238 | — | $238 | 0.81% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 | 2717 COMMERCIAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN LIFE INSURANCE COMPANY | $212 | — | $212 | 0.72% |
| ROBERT A MCNEESE3 Filed as: ROBERT RODRIGUEZ | 11403 BARKER CYPRESS ROAD SUITE J222 CYPRESS, TX 77433 | AMERICAN LIFE INSURANCE COMPANY | $56 | — | $56 | 0.19% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN LIFE INSURANCE COMPANY | $56 | — | $56 | 0.19% |
| DEBRA GAPP3 | 20302 STONE FALLS COURT CYPRESS, TX 77433 | AMERICAN LIFE INSURANCE COMPANY | $51 | — | $51 | 0.17% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 16.65% |
| DEMONTROND INSURANCE AGENCY LLC3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 11.78% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $231 | — | $231 | 0.97% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 | 2717 COMMERCIAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $220 | — | $220 | 0.93% |
| GEORGE DEMONTROND INSURANCE AGENCY3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $215 | — | $215 | 0.91% |
| ARDENT SOLUTIONS LLC3 | 14090 SOUTHWEST FREEWAY SUITE 200 SUGAR LAND, TX 77478 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $119 | — | $119 | 0.50% |
| ROBERT A MCNEESE3 Filed as: ROBERT RODRIGUEZ | 11403 BARKER CYPRESS ROAD SUITE J222 CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.13% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.13% |
| DEBRA GAPP3 | 20302 STONE FALLS COURT CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $26 | — | $26 | 0.11% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 13.68% |
| DEMONTROND INSURANCE AGENCY LLC3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 8.36% |
| GEORGE DEMONTROND INSURANCE AGENCY3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $513 | — | $513 | 3.08% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 | 2717 COMMERICAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $419 | — | $419 | 2.52% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $103 | — | $103 | 0.62% |
| ROBERT A MCNEESE3 Filed as: ROBERT RODRIGUEZ | 11403 BARKER CYPRESS ROAD SUITE J222 CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $58 | — | $58 | 0.35% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $58 | — | $58 | 0.35% |
| DEBRA GAPP3 | 20302 STONE FALLS COURT CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $50 | — | $50 | 0.30% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 20.67% |
| DEMONTROND INSURANCE AGENCY LLC3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 12.81% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $105 | — | $105 | 0.69% |
| GEORGE DEMONTROND INSURANCE AGENCY3 Filed as: GEORGE DEMONTROND INSURANCE AGENT | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $52 | — | $52 | 0.34% |
| GARY K GREENSAGE, LLC3 Filed as: GARY K GREENSAGE LLC | 18230 NORTH ELDRIGE PARKWAY TOMBALL, TX 77377 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.16% |
| PAUL CRAWFORD DORTON3 | 18207 INDIAN BOW SAN ANTONIO, TX 78259 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.08% |
| JUSTIN LEBLANC3 | 209 BELLAGIO DRIVE LAKEWAY, TX 78734 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.05% |
| ROSEMARY CHOI3 | 5442 MCCULLOCH CIRCLE HOUSTON, TX 77056 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| BENEFITS INC3 Filed as: BENEFITS, INC. | 9301 SOUTH WEST FREEWAY SUITE 270 HOUSTON, TX 77074 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $51 | $1K | 10.62% |
| HRO BENEFIT ADVISORS LLC3 Filed as: HRO BENEFIT ADVISORS | 17347 VILLAGE GREEN DRIVE SUITE 111 HOUSTON, TX 77040 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $640 | — | $640 | 4.75% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 16.83% |
| DEMONTROND INSURANCE AGENCY LLC3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 10.86% |
| GEORGE DEMONTROND INSURANCE AGENCY3 Filed as: GEORGE DEMONTROND INSURANCE AGENT | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $205 | — | $205 | 1.76% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $123 | — | $123 | 1.06% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 | 2717 COMMERCIAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $69 | — | $69 | 0.59% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.15% |
| ROBERT A MCNEESE3 Filed as: ROBERT RODRIGUEZ | 11430 BARKER CYPRESS ROAD SUITE J222 CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.15% |
| DEBRA GAPP3 | 20302 STONE FALLS COURT CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.14% |
| ARDENT SOLUTIONS LLC3 Filed as: ARDENT SOLUTIONS, LLC | 14090 SOUTHWEST FREEWAY SUITE 200 SUGAR LAND, TX 77478 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.10% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 16.88% |
| DEMONTROND INSURANCE AGENCY LLC3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 10.83% |
| GEORGE DEMONTROND INSURANCE AGENCY3 Filed as: GEORGE DEMONTROND INSURANCE AGENT | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $270 | — | $270 | 2.51% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 | 2717 COMMERCIAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $191 | — | $191 | 1.78% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $115 | — | $115 | 1.07% |
| ARDENT SOLUTIONS LLC3 Filed as: ARDENT SOLUTIONS, LLC | 14090 SOUTHWEST FREEWAY SUITE 200 SUGAR LAND, TX 77478 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.20% |
| ROBERT A MCNEESE3 Filed as: ROBERT RODRIGUEZ | 11403 BARKER CYPRESS ROAD SUITE J222 CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $21 | — | $21 | 0.20% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $21 | — | $21 | 0.20% |
| DEBRA GAPP3 | 20302 STONE FALLS COURT CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $19 | — | $19 | 0.18% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 22.17% |
| DEMONTROND INSURANCE AGENCY LLC3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 14.45% |
| GEORGE DEMONTROND INSURANCE AGENCY3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $122 | — | $122 | 1.19% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $94 | — | $94 | 0.91% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 Filed as: DYNAMIC WORKSITE SOLUTIONS LLC | 2717 COMMERCIAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $82 | — | $82 | 0.80% |
| DEBRA GAPP3 | 20302 STONE FALLS COURT CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.17% |
| ROBERT A MCNEESE3 Filed as: ROBERT RODRIGUEZ | 11403 BARKER CYPRESS ROAD SUITE J222 CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.16% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.16% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 36.02% |
| DEMONTROND INSURANCE AGENCY LLC3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $694 | — | $694 | 22.32% |
| GEORGE DEMONTROND INSURANCE AGENCY3 Filed as: GEORGE DEMONTROND INSURANCE AGENT | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.48% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 | 2717 COMMERCIAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.26% |
| CHARLOTTE R SANTA CRUZ3 | 718 DUNBAR AVENUE #3A BAY SAINT LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.26% |
| DEBRA GAPP3 | 20302 STONE FALLS COURT CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| ROBERT A MCNEESE3 Filed as: ROBERT RODRIGUEZ | 11403 BARKER CYPRESS ROAD SUITE J222 CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| GEORGE DEMONTROND INSURANCE AGENCY3 | 14101 NORTH FREEWAY HOUSTON, TX 77090 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $70 | — | $70 | 11.51% |
| DYNAMIC WORKSITE SOLUTIONS, LLC3 | 2717 COMMERCIAL CENTER BOULEVARD SUITE E200 KATY, TX 77494 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $59 | — | $59 | 9.70% |
| DOMINIC RODRIGUEZ3 | 17611 BELWOOD PARK LANE CYPRESS, TX 77433 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $46 | — | $46 | 7.57% |
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 | 304 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 311 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 304 | $180K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 304 | $180K |
| Life insurance(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 185 | $169K |
| Short-term disability(2 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 78 | $48K |
| Long-term disability(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 304 | $262K |
| Stop-loss / reinsurancereinsurance | UMR, INC. | 297 | $614K |
| Other(12 contracts, 5 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 304 | $439K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 304 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.