| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| VXTRA PARTNERS3 | 2700 CUMBERLAND PARKWAY SUITE 140 ATLANTA, GA 30339 | HCC LIFE INSURANCE COMPANY | $8K | $0 | $8K | 2.00% |
| VXTRA PARTNERS3 | 2700 CUMBERLAND PARKWAY SUITE 140 ATLANTA, GA 30339 | ALLIED BENEFIT SYSTEMS, INC. | $0 | $54K | $54K | 13.78% |
| ALLIED BENEFIT SYSTEMS, LLC5 Filed as: ALLIED BENEFIT SYSTEMS, INC. | — | ALLIED BENEFIT SYSTEMS, INC. | $0 | $26K | $26K | 6.55% |
| MERITAIN HEALTH0 Filed as: AETNA LIFE INSURANCE COMPANY | — | ALLIED BENEFIT SYSTEMS, INC. | $0 | $23K | $23K | 5.87% |
| VXTRA PARTNERS3 | 2700 CUMBERLAND PARKWAY SUITE 140 ATLANTA, GA 30339 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $9K | $348 | $10K | 29.82% |
| ROBERT J HUMPHREY3 | 9043 SANDSTONE HOUSTON, TX 77036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $348 | $9K | 28.26% |
| KENNETH B BOYLES3 | PO BOX 7120 THE WOODLANDS, TX 77387 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $971 | $734 | $2K | 5.54% |
| JULIE LYN KELLY3 | 10911 WILLOWMIST DRIVE HOUSTON, TX 77064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $761 | $1 | $762 | 2.47% |
| HONORIO GUILLERMO AQUINO3 | 15 WATERFALL WAY THE WOODLANDS, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $699 | $39 | $738 | 2.40% |
| BRENDA BAKER SHORT3 | 5773 WOODWAY HOUSTON, TX 77057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $271 | $0 | $271 | 0.88% |
| GROUP RESOURCES3 Filed as: GROUP RESOURCES INC | 3080 PREMIERE PKWY DULUTH, GA 30097 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $0 | $42 | 0.14% |
| WILLIAM COVINGTON3 | 1106 BROOKHOLLOW DRIVE DEER PARK, TX 77536 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.13% |
| HOLLERN & ASSOCIATES INCORPORATED3 Filed as: HOLLERN & ASSOCIATES INC | 11412 ROBBIA DRIVE LAS VEGAS, NV 89138 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.04% |
| DENNIS L HUMPHREY3 | 3114 BROOKHAVEN COURT DEER PARK, TX 77536 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.03% |
| BRUCE D AKERS3 | 2383 CALYPSO LANE LEAGUE CITY, TX 77573 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.03% |
| EDWARD A ORAVETZ3 Filed as: EDWARD CARRION | 16918 OXNARD FRIENDSWOOD, TX 77546 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| PATRICIA M PHELPS3 | 7467 LYNNBROOK FALLS LANE HUMBLE, TX 77396 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| LEROY PHELPS3 | 7467 LYNNBROOK FALLS LANE HUMBLE, TX 77396 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| VXTRA PARTNERS3 | 2700 CUMBERLAND PARKWAY SUITE 140 ATLANTA, GA 30339 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 7.32% |
| AJITH JOHN3 | 2730 COLONIAL LAKES DRIVE MISSOURI CITY, TX 77459 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $918 | $0 | $918 | 6.46% |
| PEACHTREE PLANNING OF GEORGIA3 | 5040 ROSWELL ROAD ATLANTA, GA 30342 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $21 | $0 | $21 | 0.15% |
| WEALTH DESIGN GROUP, LLC3 | 3040 POST OAK BLVD HOUSTON, TX 77056 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $9 | — | $9 | 0.06% |
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 | 114 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 114 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ALLIED BENEFIT SYSTEMS, INC. | 114 | $391K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 122 | $32K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 122 | $32K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 123 | $45K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 36 | $31K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 113 | $392K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 123 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 123 | — |
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.