| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SHERLOCK INSURANCE AGENCY, INC.3 Filed as: SHERLOCK INSURANCE AGENCY INC | 4155 PHELAN BOULEVARD BEAUMONT, TX 77707 | BLUECROSS BLUESHIELD OF TEXAS | $45K | $0 | $45K | 1.84% |
| SHERLOCK INSURANCE AGENCY, INC.3 Filed as: SHERLOCK INSURANCE AGENCY INC | 4155 PHELAN BOULEVARD BEAUMONT, TX 77707 | DEARBORN NATIONAL LIFE INSURANCE COMPANY | $19K | $0 | $19K | 11.84% |
| JAMIE S POPE3 Filed as: JAMIE S. POPE | 2025 COFFEY DRIVE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $3K | $10K | 12.00% |
| SHERLOCK INSURANCE AGENCY, INC.3 Filed as: SHERLOCK INSURANCE AGENCY INC | PO BOX 22237 BEAUMONT, TX 77720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $52 | $8K | 8.87% |
| K G SMITH LLC3 | 7606 EASTWOOD LAKE LANE RICHMOND, TX 77407 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | 5.24% |
| DARRIN POTTS3 | 100 DETERING STREET, APARTMENT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 4.98% |
| BOWLES INSURANCE SERVICES LLC3 | 12816 SOUTH WINDING PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $995 | $3K | 3.61% |
| MJ INSURANCE3 Filed as: BILLY ROBERSON AND VARIOUS AGENTS | 17415 SHADY CANYON SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $598 | $3K | 3.29% |
| DUST RACHE WILSON3 | 1255 SANDWOOD LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 2.37% |
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 | 184 | 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) | 184 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 461 | $2.4M |
| Dental | BLUECROSS BLUESHIELD OF TEXAS | 461 | $2.4M |
| Vision | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 184 | $162K |
| Life insurance(2 contracts, 2 carriers) | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 184 | $248K |
| Short-term disability | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 184 | $162K |
| Long-term disability | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 184 | $162K |
| Prescription drug | BLUECROSS BLUESHIELD OF TEXAS | 461 | $2.4M |
| Other(2 contracts, 2 carriers) | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 184 | $248K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 461 | — |
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.