| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| B C STEVENSON GROUP LLC3 Filed as: BC STEVENSON GROUP LLC | 14800 ST MARYS LN 105 HOUSTON, TX 77079 | AETNA LIFE INSURANCE COMPANY | $71K | — | $71K | 5.80% |
| BC STEVESON GROUP LLC3 | 14800 STY MARY'S LN 105 HOUSTON, TX 77079 | AETNA LIFE INSURANCE COMPANY | $40K | — | $40K | 5.62% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS | 14800 SAINT MARYS LN STE 105 HOUSTON, TX 770792936 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | — | $18K | 15.27% |
| B C STEVENSON GROUP LLC3 Filed as: BC STEVENSON GROUP LLC | 14800 ST MARYS LANE HOUSTON, TX 77079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 5.15% |
| KELLY MELISSA RUSHING3 Filed as: KELLY KIRSCH | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $840 | $4K | 4.49% |
| JOAN TERRELL | 10 WHIPPOORWILL DR CANYON LAKE, TX 78133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.69% |
| ROBERT J HUMPHREY3 Filed as: ROBERT HUMPHREY | 9043 SANDSTONE HOUSTON, TX 77036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $26 | $1K | 1.54% |
| BRIAN MADTES3 | 1308 JAMES COOK WINDCREST, TX 78239 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $562 | $253 | $815 | 0.93% |
| SA GENERAL AGENCY INC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $403 | $376 | $779 | 0.89% |
| PAUL LARSON3 | 611 N BIRDSONG SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $616 | $59 | $675 | 0.77% |
| BILLY MARK ROBERSON3 | 17415 SHADY CANYON SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $381 | $149 | $530 | 0.60% |
| OMAR MENDOZA | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $357 | $163 | $520 | 0.59% |
| TROY J PALMER3 Filed as: TROY PALMER | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $377 | $141 | $518 | 0.59% |
| GARY P QUANDT3 Filed as: GARY QUANDT | 3206 YORKTOWN DR SAN ANTONIO, TX 78230 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $410 | $51 | $461 | 0.53% |
| KENNETH B BOYLES3 Filed as: KENNETH BOYLES | PO BOX 7120 THE WOODLANDS, TX 77387 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $407 | — | $407 | 0.46% |
| LEONIDES H VILLA3 Filed as: LEONIDES VILLA | 522 E VILLARET BLVD SAN ANTONIO, TX 78221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $364 | $22 | $386 | 0.44% |
| GALE SIMPSON | 1830 CONNIE DRIVE CANYON LAKE, TX 78133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $319 | $20 | $339 | 0.39% |
| HORIZON BENEFITS LLC3 Filed as: HORIZON BENEFITS | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $131 | $157 | $288 | 0.33% |
| BRUCE D AKERS3 Filed as: BRUCE AKERS | 2383 CALYPSO LANE LEAGUE CITY, TX 77573 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $217 | — | $217 | 0.25% |
| PAUL S TERRELL3 Filed as: PAUL TERRELL | 610 WHIPPOORWILL DR CANYON LAKE, TX 78133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| B C STEVENSON GROUP LLC3 | 14800 ST MARYS LANE 105 HOUSTON, TX 77079 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | — | $12K | 16.64% |
| B C STEVENSON GROUP LLC3 | 14800 ST MARYS LN STE 105 HOUSTON, TX 770792936 | SAFEGUARD HEALTH PLANS, INC. | $889 | — | $889 | 10.00% |
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 | 319 | 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) | 319 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.