| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 101 LARKSPUR LANDING CIR STE 120 LARKSPUR, CA 949391749 | SCOTT AND WHITE | $24K | — | $24K | 3.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 101 LARKSPUR LANDING CIR STE 120 LARKSPUR, CA 949391749 | SCOTT AND WHITE | $8K | — | $8K | 2.87% |
| DAVID B APPLEWHITE3 Filed as: DAVID B. APPLEWHITE | 23023 PLEASANTON ROAD SAN ANTONIO, TX 78264 | ALLSTATE | $21K | — | $21K | 17.63% |
| HEWLETT INSURANCE GROUP LLC3 Filed as: HEWLETT INSURANCE GROUP, LLC | P.O. BOX 249 GEORGETOWN, TX 78627 | ALLSTATE | $14K | — | $14K | 12.13% |
| NICANDRO LOPEZ3 | 14407 ALLWOOD ST SAN ANTONIO, TX 78233 | ALLSTATE | $4K | — | $4K | 3.23% |
| DANIEL SOSA3 | 1270 MAPLE PARK SAN ANTONIO, TX 78249 | ALLSTATE | $3K | — | $3K | 2.44% |
| EDUARDO A SAENZ3 | P.O. BOX 186 SAN ISIDRO, TX 78588 | ALLSTATE | $2K | — | $2K | 2.06% |
| JORGE MONTALVO3 | 12124 WHITE BIRCH ST SAN ANTONIO, TX 78245 | ALLSTATE | $2K | — | $2K | 1.48% |
| JESSICA QUEEN3 | 401 BEVERLY LN LEANDER, TX 78641 | ALLSTATE | $822 | — | $822 | 0.70% |
| JAMES T LEE INSURANCE AGENCY3 Filed as: JAMES T LEE INS AGENCY PC | 1426 BRAZOS BLVD LEWISVILLE, TX 75077 | ALLSTATE | $680 | — | $680 | 0.58% |
| JEFF A FORBES3 | 1077 BLOOMDALE LAS CRUCES, NM 88005 | ALLSTATE | $354 | — | $354 | 0.30% |
| TAG BENEFITS GROUP LLC3 | 502 N MAIN ST #139 WEATHERFORD, TX 76086 | ALLSTATE | $219 | — | $219 | 0.19% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 4411 S INTERSTATE 35, STE 105 GEORGETOWN, TX 78626 | UNION SECURITY INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES/ROMINE G | 2 PIERCE PL ITASCA, IL 60143 | UNION SECURITY INSURANCE COMPANY | — | $1K | $1K | 2.05% |
| DANIEL SOSA3 | 12670 MAPLE PARK SAN ANTONIO, TX 78249 | ALLSTATE | $4K | — | $4K | 14.10% |
| HEWLETT INSURANCE GROUP LLC3 Filed as: HEWLETT INSURANCE GROUP, LLC | P. O. BOX 249 GEORGETOWN, TX 78627 | ALLSTATE | $3K | — | $3K | 12.98% |
| DAVID B APPLEWHITE3 Filed as: DAVID B. APPLEWHITE | 23023 PLEASANTON ROAD SAN ANTONIO, TX 78264 | ALLSTATE | $3K | — | $3K | 12.19% |
| EDUARDO A SAENZ3 | P. O. BOX 186 SAN ISIDRO, TX 78588 | ALLSTATE | $410 | — | $410 | 1.58% |
| JORGE MONTALVO3 | 12124 WHITE BIRCH ST SAN ANTONIO, TX 78245 | ALLSTATE | $330 | — | $330 | 1.27% |
| NICANDRO LOPEZ3 | 14407 ALLWOOD ST SAN ANTONIO, TX 78233 | ALLSTATE | $163 | — | $163 | 0.63% |
| JAMES T LEE INSURANCE AGENCY3 Filed as: JAMES T LEE INS AGENCY PC | 1426 BRAZOS BLVD LEWISVILLE, TX 75077 | ALLSTATE | $120 | — | $120 | 0.46% |
| TAG BENEFITS GROUP LLC3 | 502 N MAIN ST #139 WEATHERFORD, TX 76086 | ALLSTATE | $39 | — | $39 | 0.15% |
| JEFF A FORBES3 | 1077 BLOOMDALE LAS CRUCES, NM 88055 | ALLSTATE | $15 | — | $15 | 0.06% |
| DAVID B APPLEWHITE3 Filed as: DAVID B. APPLEWHITE | 23023 PLEASANTON ROAD SAN ANTONIO, TX 78264 | ALLSTATE | $2K | — | $2K | 29.97% |
| HEWLETT INSURANCE GROUP LLC3 Filed as: HEWLETT INSURANCE GROUP, LLC | P. O. BOX 249 GEORGETOWN, TX 78627 | ALLSTATE | $786 | — | $786 | 14.49% |
| EDUARDO A SAENZ3 | P.O. BOX 186 SAN ISIDRO, TX 78588 | ALLSTATE | $159 | — | $159 | 2.93% |
| JORGE MONTALVO3 | 12124 WHITE BIRCH ST SAN ANTONIO, TX 78245 | ALLSTATE | $77 | — | $77 | 1.42% |
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 | 170 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 171 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 2 carriers) | SCOTT AND WHITE | 242 | $1.2M |
| Dental | UNION SECURITY INSURANCE COMPANY | 137 | $71K |
| Other | UNION SECURITY INSURANCE COMPANY | 137 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 242 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.