| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH, SUITE 1600 HOUSTON, TX 77027 | HEALTH CARE SERVICE CORPORATION | — | $53K | $53K | 9.58% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH, SUITE 1600 HOUSTON, TX 77027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $33K | — | $33K | 12.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH WORTHAM | PO BOX 301598 DALLAS, TX 75303 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | — | $13K | 4.75% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON, LLC | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10K | — | $10K | 3.84% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8K | — | $8K | 3.04% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC. | PO BOX 61187 VIRGINIA BEACH, VA 23466 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $518 | — | $518 | 0.21% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 W GOLF RD ROLLING MEADOWS, IL 60008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | $290 | $290 | 0.12% |
| BRANDON PENKO3 | 4927 MAGNOLIA BEND DR ROSHARON, TX 77583 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $155 | — | $155 | 0.06% |
| ROSEMARY CHOI3 | 5442 MCCULLOCH CIRCLE HOUSTON, TX 77056 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $152 | — | $152 | 0.06% |
| ALLEN COMMODORE BAKER3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $88 | — | $88 | 0.04% |
| CONSTANCIO RUIZ3 | 18242 KAYLA LANE HARLINGEN, TX 78552 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $51 | — | $51 | 0.02% |
| ALLISON A WISE3 | 7142 LAGUNA VILLAS HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $39 | — | $39 | 0.02% |
| DALLAS MORENO3 | 6200 SAVOY SUITE 345 LAKEWAY, TX 78734 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $34 | — | $34 | 0.01% |
| LEONEL RUIZ3 | 1150 EBANO STREET SAN BENITO, TX 78586 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $34 | — | $34 | 0.01% |
| WILLIAM PARKS3 | 3788 RICHMOND AVE AP 1419 HOUSTON, TN 77046 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| DAMIAN K CHANDLER3 | 5206 STORMY AUTUMN SAN ANTONIO, TN 78247 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| BRYAN INGLIS3 | 104 PENNS WAY SHAVANO PARK, TX 78231 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| MARK M MORROW3 | 14027 MEMORIAL DR STE 226 HOUSTON, TX 77079 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| MARK SCOTT OSTASZEWSKI3 | 23618 ORTENSIA STREET RICHMOND, TX 77406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| TRINIDAD ROSALES3 | 477 BROOKHOLLOW NEW BRAUNFELS, TX 78132 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.01% |
| MICHAEL ANTHONY CHANDLER3 Filed as: MICHAEL CHANDLER | 9839 COMMON LAW CONVERSE, TX 78109 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| KYLE MATTHEW CLEMENT3 | 3229 INDIAN TRL FLOWER MOUND, TX 75022 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| BRENNAN BAKER3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| TOM BRANDA3 | 29623 SKYMAC RANCH RD HEMPSTEAD, TN 77445 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| JACOB GARCIA3 | 21302 ENCINO COMMONS APT 8304 SAN ANTONIO, TX 87259 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| PHIL PETERSON3 | 15910 TORRY PINES RD MISSOURI CITY, TX 77459 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| VANESSA AYALA3 | 1790 RUSSELL AVE SAN BENITO, TX 78586 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| STAFFORD JOHNSON3 | 1550 THOUSAND OAKS #817 SAN ANTONIO, TX 78232 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| PAUL CRAWFORD DORTON3 | 18207 INDIAN BOW SAN ANTONIO, TX 78259 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| RUBEN RODRIGUEZ3 | 13333 WEST RD APT 1225 HOUSTON, TX 77041 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| RICARDO DANIEL SALINAS3 | 14229 TAMARISK DR CORPUS CHRISTI, TX 78418 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| PHILLIP ANTHONY TAGLIERI3 | 1955 LARKSPUR DRIVE #1924 SAN ANTONIO, TX 78213 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| MICHELLE CARRASCO3 Filed as: MICHELLE ZAMORA | 11028 MONAHAN PARK SAN ANTONIO, TX 78254 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| CHARLES ARRIAGA3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| JAY T REX3 Filed as: JAY BERGMANN | 232 SUNRISE RIDGE COVE AUSTIN, TX 78738 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| CHRISTIE ANNE HOFF3 | 2346 COBBLE WAY SAN ANTONIO, TX 78231 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| JAMES RICE3 | 5749 SEA BREEZE LN FT WORTH, TX 761352009 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CRYSTAL DOMINQUEZ3 | 10447 HARBOR SPRINGS SAN ANTONIO, TX 78245 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| IAN KELSO3 | 5422 RICHMOND AVENUE APT 4010 HOUSTON, TX 77056 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BRANDON RUSSELL3 | 9414 CAMINO VENADO HELOTES, TX 78023 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON, LLC | 6200 SAVOY DR., STE. 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $17K | — | $17K | 8.28% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7K | — | $7K | 3.49% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 VIRGINIA BEACH, VA 23466 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $921 | — | $921 | 0.44% |
| ROSEMARY CHOI3 | 5442 MCCULLOCH CIRCLE HOUSTON, TX 77056 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $329 | — | $329 | 0.16% |
| BRANDON PENKO3 | 4927 MAGNOLIA BEND DR ROSHARON, TX 77583 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $295 | — | $295 | 0.14% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 W GOLF RD ROLLING MEADOWS, IL 60008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | $282 | $282 | 0.13% |
| ALLEN COMMODORE BAKER3 | 6200 SAVOY DRIVE, SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $221 | — | $221 | 0.11% |
| BRYN INGLIS3 | 104 PENNS WAY SHAVANO PARK, TX 78231 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $125 | — | $125 | 0.06% |
| BRENNAN BAKER3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $61 | — | $61 | 0.03% |
| ALLISON A WISE3 | 7142 LAGUNA VILLAS HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $59 | — | $59 | 0.03% |
| WILLIAM PARKS3 | 3788 RICHMOND AVE AP 1419 HOUSTON, TX 77046 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $52 | — | $52 | 0.02% |
| JAMES RICE3 | 5749 SEA BREEZE LN FT WORTH, TX 761352009 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $50 | — | $50 | 0.02% |
| RUBEN RODRIGUEZ3 | 13333 WEST RD APT 1225 HOUSTON, TN 77041 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $38 | — | $38 | 0.02% |
| MICHAEL ANTHONY CHANDLER3 Filed as: MICHAEL CHANDLER | 9839 COMMON LAW CONVERSE, TN 78109 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.02% |
| KYLE MATTHEW CLEMENT3 | 3229 INDIAN TRL FLOWER MOUND, TX 75022 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $33 | — | $33 | 0.02% |
| CONSTANCIO RUIZ3 | 18242 KAYLA LANE HARLINGEN, TX 78552 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $31 | — | $31 | 0.01% |
| DALLAS MORENO3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| TRINIDAD ROSALES3 | 477 BROOKHOLLOW NEW BRAUNFELS, TX 78132 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| DAMIAN K CHANDLER3 Filed as: DAMIAN CHANDLER | 5206 STORMY AUTUMN SAN ANTONIO, TX 78247 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| MARK L STEWART3 Filed as: MARK L STEWARD | 11511 NORMONT DR HOUSTON, TX 77070 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| LEONEL RUIZ3 | 1150 EBANO STREET SAN BENITO, TX 78586 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.01% |
| VANESSA AYALA3 | 1790 RUSSELL LANE SAN BENITO, TX 78586 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.01% |
| PAUL CRAWFORD DORTON3 | 18207 INDIAN BOW SAN ANTONIO, TX 78259 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $21 | — | $21 | 0.01% |
| MARK M MORROW3 | 14027 MEMORIAL DR., STE 226 HOUSTON, TX 77079 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| MARK SCOTT OSTASZEWSKI3 | 23618 ORTENSIA STREET RICHMOND, TX 77406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| PHILLIP ANTHONY TAGLIERI3 | 1955 LARKSPUR DRIVE #1924 SAN ANTONIO, TX 78213 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| TOM BRANDA3 | 29623 SKYMAC RANCH RD HEMPSTEAD, TX 77445 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| BRANDON RUSSELL3 | 9414 CAMINO VENADO HELOTES, TX 78023 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| JACOB GARCIA3 | 21302 ENCINO COMMONS APT 8304 SAN ANTONIO, TX 87259 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| JANE LOGAN HENDERSON3 | 4800 WILLOW STREET BELLAIRE, TX 77401 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| CHRISTIE ANNE HOFF3 | 2346 COBBLE WAY SAN ANTONIO, TX 78231 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| JAY T REX3 Filed as: JAY BERGMANN | 232 SUNRISE RIDGE COVE AUSTIN, TX 78738 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| CHARLES ARRIAGA3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| IAN KELSO3 | 5455 RICHMAND AVENUE APT 4010 HOUSTON, TX 77056 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| JUSTIN LEBLANC3 | 209 BELLAGIO DR LAKEWAY, TX 78734 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| ERICK TRUYENQUE3 | 2712 GETTYSBURG AUSTIN, TX 78745 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| PHIL PETERSON3 | 15910 TORRY PINES RD HOUSTON, TX 77062 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON LLC | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15K | — | $15K | 8.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6K | — | $6K | 3.39% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 VIRGINIA BEACH, VA 23466 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $880 | — | $880 | 0.51% |
| ROSEMARY CHOI3 | 5442 MCCULLOCH CIRCLE HOUSTON, TX 77056 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $293 | — | $293 | 0.17% |
| BRANDON PENKO3 | 4927 MAGNOLIA BEND DR ROSHARON, TX 77583 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $266 | — | $266 | 0.15% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | $200 | $200 | 0.12% |
| ALLEN COMMODORE BAKER3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $193 | — | $193 | 0.11% |
| BRYAN INGLIS3 | 104 PENNS WAY SHAVANO PARK, TX 78231 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $110 | — | $110 | 0.06% |
| CONSTANCIO RUIZ3 | 18242 KAYLA LANE HARLINGEN, TX 78552 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $55 | — | $55 | 0.03% |
| ALLISON A WISE3 | 7142 LAGUNA VILLAS HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $51 | — | $51 | 0.03% |
| LEONEL RUIZ3 | 1150 EBANO STREET SAN BENITO, TX 78586 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $34 | — | $34 | 0.02% |
| WILLIAM PARKS3 | 3788 RICHMOND AVENUE APT 1419 HOUSTON, TX 77046 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.02% |
| JAMES RICE3 | 5749 SEA BREEZE LN FT WORTH, TX 761352009 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $28 | — | $28 | 0.02% |
| TOM BRANDA3 | 29623 SKYMAC RANCH RD HEMPSTEAD, TX 77445 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $27 | — | $27 | 0.02% |
| PAUL CRAWFORD DORTON3 | 18207 INDIAN BOW SAN ANTONIO, TN 78259 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $25 | — | $25 | 0.01% |
| VANESSA AYALA3 | 1790 RUSSELL LANE SAN BENITO, TX 78583 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $25 | — | $25 | 0.01% |
| MICHAEL ANTHONY CHANDLER3 Filed as: MICHAEL CHANDLER | 9839 COMMON LAW CONVERSE, TX 78109 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| MARC M MORROW3 | 14027 MEMORIAL DR STE 226 HOUSTON, TX 77079 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| MARK SCOTT OSTASZEWSKI3 | 23618 ORTENSIA STREET RICHMOND, TX 77406 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| DALLAS MORENO3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| MARK L STEWART3 Filed as: MARK L STEWARD | 11511 NORMONT DR HOUSTON, TX 77070 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| TRINIDAD ROSALES3 | 477 BROOKHOLLOW NEW BRAUNFELS, TX 78132 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| BRENNAN BAKER3 | 6200 SAVOY SUITE 345 HOUSTON, TX 77036 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| DAMIAN K CHANDLER3 | 5206 STORMY AUTUMN SAN ANTONIO, TX 78247 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| JACOB GARCIA3 | 21302 ENCINO COMMONS APT 8304 SAN ANTONIO, TX 87259 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| JAY T REX3 Filed as: JAY BERGMANN | 232 SUNRISE RIDGE COVE AUSTIN, TX 78738 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| RUBEN RODRIGUEZ3 | 13333 WEST RD APT 1225 HOUSTON, TX 77041 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| PHILLIP ANTHONY TAGLIERI3 | 1955 LARKSPUR DRIVE #1924 SAN ANTONIO, TX 78213 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| RICARDO DANIEL SALINAS3 | 14229 TAMARISK DR CORPUS CHRISTI, TX 78418 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| KYLE MATTHEW CLEMENT3 | 3229 INDIAN TRL FLOWER MOUND, TX 75022 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| CHRISTIE ANNE HOFF3 | 2346 COBBLE WAY SAN ANTONIO, TX 78231 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| BRANDON RUSSELL3 | 9414 CAMINO VENADO HELOTES, TX 78023 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| JUSTIN LEBLANC3 | 209 BELLAGIO DR LAKEWAY, TX 78734 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| STAFFORD JOHNSON3 | 1550 THOUSAND OAKS #817 SAN ANTONIO, TX 78232 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| ERICK TRUYENQUE3 | 2712 GETTYSBURG AUSTIN, TX 78745 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| IAN KELSO3 | 5455 RICHMOND AVENUE APT 4010 HOUSTON, TX 77056 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| PHIL PETERSON3 | 15910 TORRY PINES RD HOUSTON, TX 77062 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| MICHELLE CARRASCO3 Filed as: MICHELLE ZAMORA | 11028 MONAHAN PARK SAN ANTONIO, TX 78254 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH, SUITE 1600 HOUSTON, TX 77027 | EYEMED VISION CARE | $10K | — | $10K | 6.11% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BLVD STE 2400 HOUSTON, TX 770423031 | EYEMED VISION CARE | $6K | — | $6K | 3.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 3.57% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH WORTHAM | PO BOX 301598 DALLAS, TX 75303 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 1.96% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 3.78% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH WORTHAM | PO BOX 301598 DALLAS, TX 75303 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 2.22% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 12.48% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH WORTHAM | PO BOX 301598 DALLAS, TX 75303 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 4.52% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $6K | $14K | 29.50% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC - DALLA | 8144 WALNUT HILL LANE 17TH FLOOR DALLAS, TX 75251 | ARAG SERVICES, LLC | $2K | — | $2K | 3.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $3K | $5K | 16.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $743 | $2K | $3K | 24.95% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1900 WEST LOOP SOUTH SUITE 1600 HOUSTON, TX 77027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $1K | $3K | 28.48% |
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 | 3,751 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,766 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | HEALTH CARE SERVICE CORPORATION | 2,758 | $555K |
| Vision | EYEMED VISION CARE | 2,515 | $169K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,245 | $312K |
| Short-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 518 | $136K |
| Long-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,751 | $140K |
| Other(8 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,245 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,245 | — |
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.