| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMCORP Filed as: AMCORP INS & FINANCIAL SERVICES INC | 3519 PAESANOS PKWY STE 106 SAN ANTONIO, TX 78231 | BLUE CROSS BLUE SHIELD OF TEXAS | $42K | — | $42K | 5.31% |
| AMCORP Filed as: AMCORP INS & FINANCIAL SERVICES INC | 3519 PAESANOS PKWY STE 106 SAN ANTONIO, TX 78231 | DEARBORN NATIONAL | $18K | — | $18K | 14.60% |
| AMCORP Filed as: AMCORP INS & FINANCIAL SERVICES INC | 3519 PAESANOS PKWY STE 106 SAN ANTONIO, TX 78231 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 10.59% |
| GALE SIMPSON | 1830 CONNIE DRIVE CANYON LAKE, TX 78133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $966 | $9 | $975 | 2.79% |
| KELLY MELISSA RUSHING | 725 RIVER BLUFF DRIVE LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $523 | $16 | $539 | 1.54% |
| SA GENERAL AGENCY INC | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $175 | $9 | $184 | 0.53% |
| BRIAN WHITE Filed as: BRIAN R MADTES | 1308 JAMES COOK WINDCREST, TX 78239 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | — | $151 | 0.43% |
| MARY JO CHAPPELL | 109 CR 251 CAMERON, TX 76520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | — | $119 | 0.34% |
| TROY J PALMER | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | — | $87 | 0.25% |
| OMAR MENDOZA | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | — | $87 | 0.25% |
| BILLY MARK ROBERSON | 17415 SHADY CANYON SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.25% |
| JOHN DAVID BODKER | 4402 VANCE JACKSON RD SAN ANTONIO, TX 78230 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $8 | $33 | 0.09% |
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 | 172 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 172 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 172 | $792K |
| Dental | BLUE CROSS BLUE SHIELD OF TEXAS | 172 | $792K |
| Life insurance(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 172 | $918K |
| Short-term disability(2 contracts, 2 carriers) | DEARBORN NATIONAL | 172 | $161K |
| Long-term disability | DEARBORN NATIONAL | 172 | $126K |
| Other(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 172 | $918K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 172 | — |
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.