| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH USA LLC | — | BLUE CROSS BLUE SHIELD OF TEXAS | $70K | — | $70K | 2.60% |
| MARSH & MCLENNAN AGENCY LLC | — | BLUE CROSS BLUE SHIELD OF TEXAS | $14K | — | $14K | 0.51% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | DEARBORN LIFE INSURANCE COMPANY | $23K | $9K | $32K | 20.94% |
| CANALICHIO INSURANCE GROUP, LLC Filed as: CANALICHIO INSURANCE GROUP LLC | 1067 FM 306 STE 305 NEW BRAUNFELS, TX 78130 | TRANSAMERICA LIFE INSURANCE COMPANY | $6K | — | $6K | 14.86% |
| KEVIN A CANALICHIO | 1160 VISTA BONITA NEW BRAUNFELS, TX 78130 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | — | $1K | 3.71% |
| IRA G GOBBLE | 1420 SNOOK CT FORT COLLINS, CO 80526 | TRANSAMERICA LIFE INSURANCE COMPANY | $43 | — | $43 | 0.11% |
| ANGELA L HELENBERGER | 599 RIVER PARK DR CELINA, TX 75009 | TRANSAMERICA LIFE INSURANCE COMPANY | $18 | — | $18 | 0.05% |
| SHELLY WIEGAND Filed as: SHELLY D WIEGAND | 2607 ARMATRADING DRIVE CEDAR PARK, TX 78613 | TRANSAMERICA LIFE INSURANCE COMPANY | $11 | — | $11 | 0.03% |
| IRENE LUNA Filed as: IRENE D LUNA | 317 S CENTER MCALLEN, TX 78501 | TRANSAMERICA LIFE INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| BILLY KEITH Filed as: BILLY D KEITH JR | 2211 N 23RD ST MCALLEN, TX 78501 | TRANSAMERICA LIFE INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC | 8144 WALNUT HILL 15TH FLOOR DALLAS, TX 75231 | EYEMED VISION CARE | $2K | — | $2K | 10.83% |
| IRA G GOBBLE Filed as: IRA GENE GOBBLE | 1420 SNOOK CT FORT COLLINS, CO 80526 | AFLAC | $244 | — | $244 | — |
| CANALICHIO INSURANCE GROUP, LLC Filed as: CANALICHIO INSURANCE GROUP LLC | 1067 FM 306 STE 305 NEW BRAUNFELS, TX 78130 | AFLAC | $181 | — | $181 | — |
| PHILIP R CANALICHIO | 18315 BRACKEN DR UNIT 1 GARDEN RIDGE, TX 78266 | AFLAC | $87 | — | $87 | — |
| FREDERICK A JONES | 305 HUDSON ST EDNA, TX 77957 | AFLAC | $80 | — | $80 | — |
| CYNTHIA A MELENDEZ | 11049 WHITEHALL DR EL PASO, TX 79934 | AFLAC | $79 | — | $79 | — |
| TONYA BIGELOW | 272 W PIONEER BLVD MESQUITE, NV 89027 | AFLAC | $54 | — | $54 | — |
| SETH A CANALICHIO | 18315 BRACKEN DR UNIT 1 GARDEN RIDGE, TX 78266 | AFLAC | $50 | — | $50 | — |
| KEITH A WILLIAMSON | 5705 LINGER WAY COLORADO SPRINGS, CO 80919 | AFLAC | $45 | — | $45 | — |
| SYLVIA VERONICA LEMMON | 11705 SIERRA MORENA DR EL PASO, TX 79936 | AFLAC | $43 | — | $43 | — |
| BRENT FORD Filed as: BRENT A FORD | 40 NE LOOP 410 STE 408 SAN ANTONIO, TX 78216 | AFLAC | $37 | — | $37 | — |
| BILLY WAYNE OCONNOR | 16762 W 163RD TER OLATHE, KS 66062 | AFLAC | $36 | — | $36 | — |
| RONALD JEFFREY FOREMAN | 1888 HARTS MILL RD BUENA VISTA, GA 31803 | AFLAC | $30 | — | $30 | — |
| STEVEN T HURLEY | 315 MARYS LN MULBERRY, AR 72947 | AFLAC | $30 | — | $30 | — |
| STEPHEN T HANZEL | 315 BLUE BONNET BLVD SAN ANTONIO, TX 78209 | AFLAC | $29 | — | $29 | — |
| CLEMENT DANIEL II | PO BOX 304562 ST THOMAS, VI 00803 | AFLAC | $26 | — | $26 | — |
| STEPHANIE P CAVAZOS | 2207 N 23RD ST MCALLEN, TX 78501 | AFLAC | $25 | — | $25 | — |
| RICHARD L JONES JR | 5512 TALLGRASS BLVD BULVERDE, TX 78163 | AFLAC | $24 | — | $24 | — |
| BARRY RANDALL SCOTT | 12008 CHOCTAW RDG PAINT ROCK, TX 76866 | AFLAC | $23 | — | $23 | — |
| CLINTON J CLARK | 17114 COUNTY ROAD 1440 WOLFFORTH, TX 79382 | AFLAC | $23 | — | $23 | — |
| WILLIAM M HURLEY | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $22 | — | $22 | — |
| KEVIN A CANALICHIO | 1160 VISTA BONITA NEW BRAUNFELS, TX 78130 | AFLAC | $21 | — | $21 | — |
| LOUIE ALMANZA | 4171 N MESA ST STE A102 EL PASO, TX 79902 | AFLAC | $20 | — | $20 | — |
| SUZANNE MCFARLAND Filed as: SUZANNE L MCFARLAND | 1125 SETH ST CORPUS CHRISTI, TX 78418 | AFLAC | $18 | — | $18 | — |
| DEBORAH A WHITTINGTON | PO BOX 8132 CORPUS CHRISTI, TX 78468 | AFLAC | $18 | — | $18 | — |
| KAREN LIZETH LONGORIA | 3209 PELICAN AVE MCALLEN, TX 78504 | AFLAC | $17 | — | $17 | — |
| THOMAS J PITZENBERGER | 1501 SUGARLAND PKWY PLEASANT HILL, MO 64080 | AFLAC | $17 | — | $17 | — |
| CAREN CLINKSCALES | 2229 S 5TH ST LAMESA, TX 79331 | AFLAC | $17 | — | $17 | — |
| SCOTT WEBB | 26729 N 91ST DR PEORIA, AZ 85383 | AFLAC | $16 | — | $16 | — |
| JOHN D BODKER | 11230 WEST AVE STE 3101 SAN ANTONIO, TX 78213 | AFLAC | $14 | — | $14 | — |
| ARMANDO PEREZ | 5622 TANGLEWOOD DR CORPUS CHRISTI, TX 78412 | AFLAC | $14 | — | $14 | — |
| JOHN P THOMPSON | 6395 S KEWAUNEE WAY STE 425 AURORA, CO 80016 | AFLAC | $12 | — | $12 | — |
| ANTONIA DAVILA | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $12 | — | $12 | — |
| GUSTAVO MARTINEZ | 830 FASKEN BLVD APT 411 LAREDO, TX 78045 | AFLAC | $12 | — | $12 | — |
| ROBERT PERRY EVANS JR Filed as: ROBERT P EVANS JR INC | 14422 COUNTY ROAD X MCLEAN, TX 79057 | AFLAC | $12 | — | $12 | — |
| MICHAEL W JOINER | 6308 IOLA AVE UNIT 102 LUBBOCK, TX 79424 | AFLAC | $12 | — | $12 | — |
| JONATHAN SAMUEL KIRKLAND | 1270 HOPEWELL CRST ALPHARETTA, GA 30004 | AFLAC | $12 | — | $12 | — |
| JEREMY S KLOKKENGA | 20097 SHAKER LAKE RD BLOOMINGTON, IL 61705 | AFLAC | $12 | — | $12 | — |
| JOSH MURILLO | 5959 GATEWAY BLVD W STE 620 EL PASO, TX 79925 | AFLAC | $11 | — | $11 | — |
| RONALD T DAMRAU | 4704 CIRCLE OAK CV AUSTIN, TX 78749 | AFLAC | $10 | — | $10 | — |
| BARBARA BAROS | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $9 | — | $9 | — |
| JONATHAN P BASKETT | 7409 TANGLEGLEN DR DALLAS, TX 75248 | AFLAC | $9 | — | $9 | — |
| CHRISTIE E BENNESON | 409 NE ASH ST OAK GROVE, MO 64075 | AFLAC | $9 | — | $9 | — |
| FRANK D LAFEMINA | 165 S GUADALUPE ST STE 120 SAN MARCOS, TX 78666 | AFLAC | $9 | — | $9 | — |
| FRANKLIN R DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $8 | — | $8 | — |
| CAROL ANN KEITH | 2211 N 23RD ST MCALLEN, TX 78501 | AFLAC | $8 | — | $8 | — |
| CHARLES MCCRANN | PO BOX 6971 CORPUS CHRISTI, TX 78466 | AFLAC | $8 | — | $8 | — |
| JHONNY K MANSINGHANI | 211 S MAIN ST MCALLEN, TX 78501 | AFLAC | $7 | — | $7 | — |
| DAVID E CLINKSCALES | 707 E 3RD STE 111 BIG SPRING, TX 79720 | AFLAC | $7 | — | $7 | — |
| LINDA J BILLINGS | 2805 LAKE SHORE DR EDINBURG, TX 78539 | AFLAC | $7 | — | $7 | — |
| PETER B WILKINSON JR | 1408 LANCELOT AVE WOLFFORTH, TX 79382 | AFLAC | $6 | — | $6 | — |
| RAND G SIMKINS | 6508 PINE HILLS LN DENTON, TX 76210 | AFLAC | $6 | — | $6 | — |
| ERIC NOTHNAGEL Filed as: ERIC J NOTHNAGEL | 2900 BROWNTOP CT LEANDER, TX 78641 | AFLAC | $6 | — | $6 | — |
| SANDRA ANITA GANT | 2408 BARBADOS WICHITA FALLS, TX 76308 | AFLAC | $5 | — | $5 | — |
| JOE A RODGERS | 1601 DOVE LN CORPUS CHRISTI, TX 78418 | AFLAC | $4 | — | $4 | — |
| SHY LOWE MIDDLETON | 105 W ANDERSON ST BROWNWOOD, TX 76801 | AFLAC | $4 | — | $4 | — |
| MATHEW P GAHM | 6524 MINERAL BELT DR COLORADO SPRINGS, CO 80927 | AFLAC | $4 | — | $4 | — |
| TONYA M DORMAN | 8569 VALLEY RANCH PT FOUNTAIN, CO 80817 | AFLAC | $4 | — | $4 | — |
| KATHERINE A OWEN | 1924 ANTWERP AVE PLANO, TX 75025 | AFLAC | $3 | — | $3 | — |
| CASEY T MARTIN | PO BOX 473 PARIS, TX 75461 | AFLAC | $3 | — | $3 | — |
| BILLY KEITH | 2211 N 23RD ST MCALLEN, TX 78501 | AFLAC | $3 | — | $3 | — |
| DONNA W OLSOVSKY | 3870 NAVARRO WAY FRISCO, TX 75034 | AFLAC | $3 | — | $3 | — |
| MERLE BRYNER GROSS | 3560 COUNTRY SQUARE DR APT 408 CARROLLTON, TX 75006 | AFLAC | $3 | — | $3 | — |
| JOSE DE LOS SANTOS III | 15550 E COPPER CREEK LN PARKER, CO 80134 | 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 | — |
| CLINT ERIC WEIGHT | 595 E 730 S SALEM, UT 84653 | AFLAC | $2 | — | $2 | — |
| ANDREW M GARCIA | 906 CARMEL PKWY CORPUS CHRISTI, TX 78411 | AFLAC | $2 | — | $2 | — |
| STEVE WHITTEN | PO BOX 1644 ALEDO, TX 76008 | AFLAC | $2 | — | $2 | — |
| JOE A DEPASQUAL | 814 HILLTOP DR WEATHERFORD, TX 76086 | AFLAC | $1 | — | $1 | — |
| JOAQUIN M DAVILA | 3332 MUDDY POINT LANE EL PASO, TX 79938 | AFLAC | $1 | — | $1 | — |
| TINA WAY | 15550 E COPPER CREEK LN PARKER, CO 80134 | AFLAC | $1 | — | $1 | — |
| JAY T REX | 1800 BALLINGER DR SPICEWOOD, TX 78669 | AFLAC | $1 | — | $1 | — |
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 | 244 | 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) | 244 | 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 | 399 | $2.7M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 399 | $2.7M |
| Vision | EYEMED VISION CARE | 333 | $20K |
| Life insurance(2 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 244 | $191K |
| Short-term disability(2 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 244 | $153K |
| Long-term disability | DEARBORN LIFE INSURANCE COMPANY | 244 | $153K |
| Other | DEARBORN LIFE INSURANCE COMPANY | 244 | $153K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 399 | — |
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.