| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH USA | 2929 ALLEM PKWY STE 2500 HOUSTON, TX 77019 | BLUE CROSS BLUE SHIELD OF TEXAS | $85K | — | $85K | 3.59% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY LLC PA | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | DEARBORN LIFE INSURANCE COMPANY | $25K | — | $25K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC | 8144 WALNUT HILL 15TH FLOOR DALLAS, TX 75231 | EYEMED VISION CARE | $2K | — | $2K | 7.45% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH WORTHAM | PO BOX 301598 DALLAS, TX 75303 | EYEMED VISION CARE | $565 | — | $565 | 2.65% |
| STEVEN WILSON | 1304 NW 181 ST EDMOND, OK 73012 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 1.49% |
| DANIELLE WIND | 17617 BLACK HAWK DR EDMOND, OK 73012 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.11% |
| CANALICHIO INSURANCE GROUP, LLC Filed as: CANALICHIO INSURANCE GROUP LLC | 1067 FM 306 STE 305 NEW BRAUNFELS, TX 78130 | TRANSAMERICA LIFE INSURANCE COMPANY | $9K | — | $9K | — |
| IRENE LUNA Filed as: IRENE D LUNA | 317 S CENTER MCALLEN, TX 78501 | TRANSAMERICA LIFE INSURANCE COMPANY | $545 | — | $545 | — |
| BILLY KEITH Filed as: BILLY D KEITH JR | 2211 N 23RD ST MCALLEN, TX 78501 | TRANSAMERICA LIFE INSURANCE COMPANY | $119 | — | $119 | — |
| KEVIN A CANALICHIO | 1160 VISTA BONITA NEW BRAUNFELS, TX 78130 | TRANSAMERICA LIFE INSURANCE COMPANY | $117 | — | $117 | — |
| IRA G GOBBLE | 1420 SNOOK COURT FT COLLINS, CO 80526 | TRANSAMERICA LIFE INSURANCE COMPANY | $76 | — | $76 | — |
| ANGELA L HELENBERGER | 599 RIVER PARK DR CELINA, TX 75009 | TRANSAMERICA LIFE INSURANCE COMPANY | $21 | — | $21 | — |
| SHELLY WIEGAND Filed as: SHELLY D WIEGAND | 2607 ARMATRADING DRIVE CEDAR PARK, TX 78613 | TRANSAMERICA LIFE INSURANCE COMPANY | $13 | — | $13 | — |
| SUZANNE MCFARLAND | 1125 SETH STREET CORPUS CHRISTI, TX 78418 | TRANSAMERICA LIFE INSURANCE COMPANY | $4 | — | $4 | — |
| JOE A RODGERS Filed as: JOE RODGERS | 1601 DOVE LANE CORPUS CHRISTI, TX 78418 | TRANSAMERICA LIFE INSURANCE COMPANY | $2 | — | $2 | — |
| NOHELIA P MCCRANN | PO BOX 6971 CORPUS CHRISTI, TX 78466 | TRANSAMERICA LIFE INSURANCE COMPANY | $1 | — | $1 | — |
| IRA G GOBBLE | 1420 SNOOK COURT FORT COLLINS, CO 80526 | AFLAC | $258 | — | $258 | — |
| CANALICHIO INSURANCE GROUP, LLC Filed as: CANALICHIO INSURANCE GROUP LLC | 1067 FM 306 STE 305 NEW BRAUNFELS, TX 78130 | AFLAC | $197 | — | $197 | — |
| PHILIP R CANALICHIO Filed as: PHILIP CANALICHIO | 18315 BRACKEN DR UNIT 1 GARDEN RIDGE, TX 78266 | AFLAC | $139 | — | $139 | — |
| FREDERICK A JONES | 305 HUDSON ST EDNA, TX 77957 | AFLAC | $74 | — | $74 | — |
| CYNTHIA A MELENDEZ | 11049 WHITEHALL DR EL PASO, TX 79934 | AFLAC | $73 | — | $73 | — |
| TONYA BIGELOW | 272 W PIONEER BLVD MESQUITE, NV 89027 | AFLAC | $50 | — | $50 | — |
| KEITH A WILLIAMSON | 5705 LINGER WAY COLORADO SPRINGS, CO 80919 | AFLAC | $48 | — | $48 | — |
| SETH A CANALICHIO | 18315 BRACKEN DR UNIT 1 GARDEN RIDGE, TX 78266 | AFLAC | $46 | — | $46 | — |
| BRENT FORD Filed as: BRENT A FORD | 40 NE LOOP 410 STE 408 SAN ANTONIO, TX 78216 | AFLAC | $39 | — | $39 | — |
| SYLVIA VERONICA LEMMON Filed as: SYLVIA V LEMMON | 11705 SIERRA MORENA DR EL PASO, TX 79936 | AFLAC | $39 | — | $39 | — |
| BILLY W. OCONNOR Filed as: BILLY W OCONNOR | 16762 W 163RD TER OLATHE, KS 66062 | AFLAC | $33 | — | $33 | — |
| RONALD JEFFREY FOREMAN Filed as: RONALD J FOREMAN | 1888 HARTS MILL RD BUENA VISTA, GA 31803 | AFLAC | $28 | — | $28 | — |
| STEVEN T HURLEY | 315 MARYS LN MULBERRY, AR 72947 | AFLAC | $27 | — | $27 | — |
| STEPHEN T HANZEL | 315 BLUE BONNET BLVD SAN ANTONIO, TX 78209 | AFLAC | $27 | — | $27 | — |
| KEVIN A CANALICHIO | 1160 VISTA BONITA NEW BRAUNFELS, TX 78130 | AFLAC | $24 | — | $24 | — |
| CLEMENT DANIEL II | PO BOX 304562 ST THOMAS, VI 00803 | AFLAC | $24 | — | $24 | — |
| STEPHANIE P CAVAZOS | 2207 N 23RD ST MCALLEN, TX 78501 | AFLAC | $23 | — | $23 | — |
| JOHN D BODKER | 11230 WEST AVE STE 3101 SAN ANTONIO, TX 78213 | AFLAC | $23 | — | $23 | — |
| RICHARD L JONES JR | 5512 TALLGRASS BLVD BULVERDE, TX 78163 | AFLAC | $22 | — | $22 | — |
| BARRY RANDALL SCOTT Filed as: BARRY R SCOTT | 12008 CHOCTAW RDG PAINT ROCK, TX 76866 | AFLAC | $21 | — | $21 | — |
| CLINTON J CLARK | 17114 COUNTRY ROAD 1440 WOLFFORTH, TX 79382 | AFLAC | $21 | — | $21 | — |
| WILLIAM M HURLEY | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $20 | — | $20 | — |
| LOUIE ALMANZA | 4171 N MESA ST STE A102 EL PASO, TX 79902 | AFLAC | $18 | — | $18 | — |
| JOSH MURILLO | 5959 GATEWAY BLVD W STE 620 EL PASO, TX 79925 | AFLAC | $16 | — | $16 | — |
| DEBORAH A WHITTINGTON Filed as: DEBORAH WHITTINGTON | PO BOX 8132 CORPUS CHRISTI, TX 78468 | AFLAC | $16 | — | $16 | — |
| SUZANNE MCFARLAND Filed as: SUZANNE L MCFARLAND | 1125 SETH STREET CORPUS CHRISTI, TX 78418 | AFLAC | $16 | — | $16 | — |
| CAREN CLINKSCALES | 2229 S 5TH ST LAMESA, TX 79331 | AFLAC | $16 | — | $16 | — |
| THOMAS J PITZENBERGER | 1501 SUGARLAND PKWY PLEASANT HILL, MO 64080 | AFLAC | $16 | — | $16 | — |
| KAREN LIZETH LONGORIA Filed as: KAREN L LONGORIA | 709 N GLASSCOCK RD LOT 18 MISSION, TX 78572 | AFLAC | $16 | — | $16 | — |
| SCOTT WEBB | 26729 N 91ST DR PEORIA, AZ 85383 | AFLAC | $15 | — | $15 | — |
| ESEQUIEL A CORTEZ | 1820 JACQUELYN DR APT 201 HOUSTON, TX 77055 | AFLAC | $14 | — | $14 | — |
| FRANK D LAFEMINA | 165 S GUADALUPE ST STE 120 SAN MARCOS, TX 78666 | AFLAC | $14 | — | $14 | — |
| JOHN P THOMPSON | 6395 S KEWAUNEE WAY STE 425 AURORA, CO 80016 | AFLAC | $14 | — | $14 | — |
| ARMANDO PEREZ | 5622 TANGLEWOOD DR CORPUS CHRISTI, TX 78412 | AFLAC | $13 | — | $13 | — |
| JEREMY S KLOKKENGA | 20097 SHAKER LAKE RD BLOOMINGTON, IL 61705 | AFLAC | $11 | — | $11 | — |
| JONATHAN SAMUEL KIRKLAND Filed as: JONATHAN S KIRKLAND | 1270 HOPEWELL CRST ALPHARETTA, GA 30004 | AFLAC | $11 | — | $11 | — |
| ROBERT PERRY EVANS JR Filed as: ROBERT P EVANS JR INC | 14422 COUNTY ROAD X MCLEAN, TX 79057 | AFLAC | $11 | — | $11 | — |
| GUSTAVO MARTINEZ | 830 FASKEN BLVD APT 411 LAREDO, TX 78045 | AFLAC | $11 | — | $11 | — |
| JILL R RODRIGUEZ | 102 S LONGFELLOW AVE TUCSON, AZ 85711 | AFLAC | $11 | — | $11 | — |
| MICHAEL W JOINER | 6308 IOLA AVE UNIT 102 LUBBOCK, TX 79424 | AFLAC | $11 | — | $11 | — |
| ANTONIA DAVILA | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $11 | — | $11 | — |
| BARBARA BAROS | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $9 | — | $9 | — |
| RONALD T DAMRAU | 4704 CIRCLE OAK CV AUSTIN, TX 78749 | AFLAC | $9 | — | $9 | — |
| ANA J KELLY | 2040 NORTH LOOP W STE 12 HOUSTON, TX 77018 | AFLAC | $8 | — | $8 | — |
| CHRISTIE E BENNESON | 409 NE ASH ST OAK GROVE, MO 64075 | AFLAC | $8 | — | $8 | — |
| FRANKLIN R DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $8 | — | $8 | — |
| JONATHAN P BASKETT | 7409 TANGLEGLEN DR DALLAS, TX 75248 | AFLAC | $8 | — | $8 | — |
| CAROL ANN KEITH Filed as: CAROL A KEITH | 2211 N 23RD ST MCALLEN, TX 78501 | AFLAC | $7 | — | $7 | — |
| CHARLES MCCRANN | PO BOX 6971 CORPUS CHRISTI, TX 78466 | AFLAC | $7 | — | $7 | — |
| JHONNY K MANSINGHANI | 211 S MAIN ST MCALLEN, TX 78501 | AFLAC | $6 | — | $6 | — |
| PETER B WILKINSON JR | 1408 LANCELOT AVE WOLFFORTH, TX 79382 | AFLAC | $6 | — | $6 | — |
| DAVID E CLINKSCALES | 707 E 3RD STE 111 BIG SPRING, TX 79720 | AFLAC | $6 | — | $6 | — |
| RAND G SIMKINS | 6508 PINE HILLS LN DENTON, TX 76210 | AFLAC | $5 | — | $5 | — |
| SANDRA ANITA GANT Filed as: SANDRA A GANT | 2408 BARBADOS WICHITA FALLS, TX 76308 | AFLAC | $5 | — | $5 | — |
| CHRISTOPHER T KELLY | 2040 NORTH LOOP W STE 12 HOUSTON, TX 77018 | AFLAC | $4 | — | $4 | — |
| JOE A RODGERS | 1601 DOVE LANE CORPUS CHRISTI, TX 78418 | AFLAC | $4 | — | $4 | — |
| MATHEW P GAHM Filed as: MATHEW GAHM | 6524 MINERAL BELT DR COLORADO SPRINGS, CO 80927 | AFLAC | $4 | — | $4 | — |
| ERIC NOTHNAGEL Filed as: ERIC J NOTHNAGEL | 1821 WESTINGHOUSE RD STE 1190 GEORGETOWN, TX 78626 | AFLAC | $4 | — | $4 | — |
| SHY LOWE MIDDLETON Filed as: SHY L MIDDLETON | 105 W ANDERSON ST BROWNWOOD, TX 76801 | AFLAC | $4 | — | $4 | — |
| LINDA J BILLINGS | PO BOX 4525 MCALLEN, TX 78502 | AFLAC | $3 | — | $3 | — |
| TRACY L MURILLO | 5959 GATEWAY BLVD W STE 620 EL PASO, TX 79925 | AFLAC | $3 | — | $3 | — |
| TONYA M DORMAN | 8569 VALLEY RANCH PT FOUNTAIN, CO 80817 | AFLAC | $3 | — | $3 | — |
| KATHERINE A OWEN | 1924 ANTWERP AVE PLANO, TX 75025 | AFLAC | $3 | — | $3 | — |
| CASEY T MARTIN | 648 COUNTRY ROAD 42540 PARIS, TX 75462 | AFLAC | $3 | — | $3 | — |
| LINDA J BILLINGS | 2120 CAMELLIA AVE MCALLEN, TX 78501 | AFLAC | $3 | — | $3 | — |
| LARRY W MARONEY | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $2 | — | $2 | — |
| ALLEN CALK | 3942 E WESCOTT DR PHOENIX, AZ 85050 | AFLAC | $2 | — | $2 | — |
| JOE A DEPASQUAL | 814 HILLTOP DR WEATHERFORD, TX 76086 | AFLAC | $2 | — | $2 | — |
| JOSE DE LOS SANTOS III | 15550 E COPPER CREEK LN PARKER, CO 80134 | AFLAC | $2 | — | $2 | — |
| BILLY KEITH | 2211 N 23RD ST MCALLEN, TX 78501 | AFLAC | $2 | — | $2 | — |
| MERLE BRYNER GROSS Filed as: MERLE B GROSS | 3560 COUNTRY SQUARE DR APT 408 CARROLLTON, TX 75006 | AFLAC | $2 | — | $2 | — |
| DONNA W OLSOVSKY | 3870 NAVARRO WAY FRISCO, TX 75034 | AFLAC | $2 | — | $2 | — |
| CLINT WEIGHT Filed as: CLINT E WEIGHT | 706 S 320 E SALEM, UT 84653 | AFLAC | $2 | — | $2 | — |
| LUIS M. RODRIGUEZ AND OTHER AGENTS Filed as: LUIS M RODRIGUEZ | 102 S LONGFELLOW AVE TUCSON, AZ 85711 | AFLAC | $2 | — | $2 | — |
| STEVE WHITTEN | 7606 UNIVERSITY AVE STE D LUBBOCK, TX 79423 | AFLAC | $2 | — | $2 | — |
| ANDREW M GARCIA | 906 CARAMEL PKWY CORPUS CHRISTI, TX 78411 | AFLAC | $2 | — | $2 | — |
| TINA WAY | 15550 E COPPER CREEK LN PARKER, CO 80134 | AFLAC | $1 | — | $1 | — |
| JAY T REX | 5021 PYRENESS PASS AUSTIN, TX 78738 | AFLAC | $1 | — | $1 | — |
| JOAQUIN M DAVILA | 1505 GEORGE DIETER DR STE 109 EL PASO, TX 79936 | AFLAC | $1 | — | $1 | — |
| RONALD S SANDERS | 817 CYPRESS OAK CIR DELAND, FL 32720 | AFLAC | $1 | — | $1 | — |
| ERIC NOTHNAGEL | 1821 WESTINGHOUSE RD STE 1190 GEORGETOWN, TX 78626 | AFLAC | $1 | — | $1 | — |
| RICKY POLSER | 1210 COUNTRY ROAD 4930 LEONARD, TX 75452 | AFLAC | $0 | — | $0 | — |
| ELADIO MOREN DAVILA Filed as: ELADIO M DAVILA | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $0 | — | $0 | — |
| DAVID HANCOCK INC Filed as: DAVID G HANCOCK | PO BOX 423 LAVON, TX 75166 | AFLAC | $0 | — | $0 | — |
| BARBARA ANN MCNAUGHTON Filed as: BARBARA A MCNAUGHTON | 4910 CORPORATE DR NW STE G HUNTSVILLE, AL 35805 | AFLAC | $0 | — | $0 | — |
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 | 238 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 238 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 360 | $2.4M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 360 | $2.4M |
| Vision | EYEMED VISION CARE | 334 | $21K |
| Life insurance(3 contracts, 3 carriers) | DEARBORN LIFE INSURANCE COMPANY | 238 | $168K |
| Short-term disability(3 contracts, 3 carriers) | DEARBORN LIFE INSURANCE COMPANY | 238 | $168K |
| Long-term disability | DEARBORN LIFE INSURANCE COMPANY | 238 | $167K |
| Other | AFLAC | 26 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 360 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.