| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SWBC LIFE INSURANCE AGENCY, INC.3 | 9311 SAN PEDRO AVENUE, SUITE 550 SAN ANTONIO, TX 78216 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $4K | $20K | 17.63% |
| FROST INSURANCE AGENCY INC3 Filed as: FROST INSURANCE AGENCY, INC. | 3611 PAESANOS PARKWAY, SUITE 100 SAN ANTONIO, TX 78231 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $21 | $21 | 0.02% |
| JOE P SEEWALD3 Filed as: JOE P. SEEWALD | 1409 BRANCHWOOD SAN ANTONIO, TX 78248 | AFLAC | $9K | $593 | $10K | 9.41% |
| RICHARD L JONES JR3 Filed as: RICHARD L. JONES, JR. | 20502 BLUE TRINITY SAN ANTONIO, TX 78259 | AFLAC | $3K | $148 | $3K | 3.20% |
| MJ INSURANCE3 Filed as: GINGER BATES AND VARIOUS AGENTS | 4662 TANNER PEAK SAN ANTONIO, TX 78247 | AFLAC | $3K | $105 | $3K | 2.55% |
| BRENT FORD3 Filed as: BRENT A. FORD | 40 NE LOOP 410, SUITE 408 SAN ANTONIO, TX 78216 | AFLAC | $2K | $159 | $3K | 2.50% |
| MARISOL HERNANDEZ3 | 8019 CEREZO SAN ANTONIO, TX 78250 | AFLAC | $2K | $69 | $2K | 1.79% |
| RUDY VALDEZ3 | 6515 CHAPEL FOREST SAN ANTONIO, TX 78239 | AFLAC | $560 | $18 | $578 | 0.55% |
| ABEL I SOLTERO3 Filed as: ABEL ISAAC SOLERO | 12906 AQUA VALLEY HELOTES, TX 78023 | AFLAC | $446 | $0 | $446 | 0.42% |
| SWBC LIFE INSURANCE AGENCY, INC.3 | 9311 SAN PEDRO AVENUE, SUITE 550 SAN ANTONIO, TX 78216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $2K | $8K | 18.66% |
| SHELLY L. LISKA3 | 215 LIBERTY LANE PLEASANTON, TX 78064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $402 | $2 | $404 | 3.99% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 116 SPINEL LANE KNIGHTGALE, NC 27545 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $107 | $0 | $107 | 1.06% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DRIVE LYTLE, TX 78052 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $87 | $1 | $88 | 0.87% |
| LEONIDES H VILLA3 Filed as: LEONIDES H. VILLA | 522 EAST VILLARET BLVD SAN ANTONIO, TX 78221 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $76 | $0 | $76 | 0.75% |
| TROY J PALMER3 | 15534 CLOVER RIDGE SAN ANTONIO, TX 78248 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $59 | $0 | $59 | 0.58% |
| SA GENERAL AGENCY INC3 Filed as: SA GENERAL AGENCY, INC. | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $41 | $1 | $42 | 0.42% |
| MJ INSURANCE3 Filed as: OMAR MENDOZA AND VARIOUS AGENTS | 26326 ROCKWALL PARKWAY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $2 | $23 | 0.23% |
| SWBC LIFE INSURANCE AGENCY, INC.3 | 9311 SAN PEDRO AVENUE, SUITE 550 SAN ANTONIO, TX 78216 | SAFEGUARD HEALTH PLANS, INC. A TEXAS CORPORATION | $741 | $196 | $937 | 14.73% |
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 | 221 | 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) | 221 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 479 | $122K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 479 | $116K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 479 | $126K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 221 | $42K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 479 | $222K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 479 | — |
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."
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.