| 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 | $38K | $837 | $39K | 1.86% |
| GCG FINANCIAL LLC Filed as: AMCORP AN ALERA GROUP | 3519 PAESANOS PKWY STE 106 SAN ANTONIO, TX 78231 | UNITED OF OMAHA LIFE | $6K | $768 | $7K | 11.32% |
| AMCORP Filed as: AMCORP INS & FINANCIAL SERVICES INC | 3519 PAESANOS PKWY STE 106 SAN ANTONIO, TX 78231 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1 | $3K | 10.77% |
| GALE SIMPSON | 705 VILLAGE WAY NEW BRAUNFELS, TX 78130 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $16 | $1K | 5.02% |
| KELLY MELISSA RUSHING | 725 RIVER BLUFF DRIVE LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $512 | $40 | $552 | 2.12% |
| THOMAS SNYDER | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $161 | $88 | $249 | 0.95% |
| TIMOTHY J REED Filed as: TIMOTHY COBB | 116 SPINEL LANE KNIGHTGALE, NC 27545 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $116 | $207 | 0.79% |
| BRIAN WHITE Filed as: BRIAN R MADTES | 1308 JAMES COOK WINDCREST, TX 78239 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.37% |
| MARY JO CHAPPELL | 109 CR 251 CAMERON, TX 76520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | — | $70 | 0.27% |
| TROY J PALMER | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 0.23% |
| OMAR MENDOZA | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 0.23% |
| BILLY MARK ROBERSON | 19210 BOCA DEL MART SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | — | $60 | 0.23% |
| JOHN DAVID BODKER | 11415 SPRIGHTLY LN SAN ANTONIO, TX 78254 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| GCG FINANCIAL LLC Filed as: AMCORP AN ALERA GROUP | 3519 PAESANOS PKWY STE 106 SAN ANTONIO, TX 78231 | UNITED OF OMAHA LIFE | $944 | $301 | $1K | 13.18% |
| GCG FINANCIAL LLC Filed as: AMCORP AN ALERA GROUP | 3519 PAESANOS PKWY STE 106 SAN ANTONIO, TX 78231 | UNITED OF OMAHA LIFE | $470 | $100 | $570 | 18.19% |
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 | 355 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 355 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 355 | $2.1M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 355 | $2.2M |
| Vision | UNITED OF OMAHA LIFE | 81 | $9K |
| Life insurance(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 355 | $2.1M |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 178 | $29K |
| Long-term disability | UNITED OF OMAHA LIFE | 178 | $3K |
| Other | BLUE CROSS BLUE SHIELD OF TEXAS | 355 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 355 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.