| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO & CATTO BENEFITS GRP LLC | 106 SOUTH SAINT MARYS STREET #800 SAN ANTONIO, TN 78205 | AETNA LIFE INSURANCE CO. | $37K | $7K | $44K | 0.90% |
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO AND CATTO BENEFITS GROUP LLP | 106 SOUTH SAINT MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26K | — | $26K | 16.70% |
| RICHARD JONES JR3 | 20502 BLUE TRINITY SAN ANTONIO, TX 78259 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 2.95% |
| BRENT FORD3 | 20345 REGENCY RUN GARDEN RIDGE, TX 78266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 2.42% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER VOLUNTARY BENEFITS, LLC | 1850 LOCKHILL SELMA SUITE 101 SAN ANTONIO, TX 78213 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.21% |
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO & CATTO BENEFITS GROUP LLC | 106 SOUTH SAINT MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.11% |
| GINGER G BATES3 | 40 NORTH EAST LOOP 410 SUITE 408 SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.77% |
| GREGORY J WEEKS3 | 1259 LOOP 337 NORTH 2ND FLOOR NEW BRAUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $318 | — | $318 | 0.21% |
| CORPORATE PLAN ADMINISTRATORS3 | 307 RIDGE BLUFF SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $198 | — | $198 | 0.13% |
| DENISE S VILLAGRAN3 | PMB #148-3636 SOUTH ALAMEDA SUITE B CORPUS CHRISTI, TX 78411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $167 | — | $167 | 0.11% |
| STEVEN P OLIVARES3 | 106 SOUTH SAINT MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $116 | — | $116 | 0.08% |
| GREGORY J WEEKS3 | 1259 LOOP 37 NORTH 2ND FLOOR NEW BRAUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | — | $101 | 0.07% |
| JAMES ROB BLAKEY3 | 13823 CROWN BLUFF SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $86 | — | $86 | 0.06% |
| ABEL I SOLTERO3 | 12906 AQUA VALLEY HELOTES, TX 78023 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.03% |
| JAMES ROB BLAKEY3 | 13823 CROWN BLUFF SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.02% |
| CHRISTOPHER J WILSON3 | 6575 PFEIL ROAD SCHERTZ, TX 78154 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.02% |
| ROBERT D SEIBERT3 Filed as: ROBERT SEIBERT | 192 HUTTON KYLE, TX 78640 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| HEATHER F SEIBERT3 | 192 HUTTON KYLE, TX 78640 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
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 | 803 | 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) | 803 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 904 | $4.9M |
| Dental | AETNA LIFE INSURANCE CO. | 904 | $4.9M |
| Vision | AETNA LIFE INSURANCE CO. | 904 | $4.9M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 803 | $77K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 729 | $154K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 803 | $120K |
| Other(3 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 803 | $247K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 904 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.