| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 SOUTH SAINT MARYS STREET #800 SAN ANTONIO, TN 78205 | BLUECROSS BLUESHIELD OF TEXAS | $161K | $6 | $161K | 3.83% |
| AVANCE, INC.3 | 118 NORTH MEDINA SAN ANTONIO, TX 78207 | BLUECROSS BLUESHIELD OF TEXAS | — | $3 | $3 | 0.00% |
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO & CATTO BENEFITS GRP | 106 SOUTH SAINT MARYS STREET SUITE 800 1 ALAMO CENTER SAN ANTONIO, TX 78205 | METROPOLITAN LIFE INSURANCE COMPANY | $31K | $4K | $35K | 4.44% |
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO AND CATTO BENEFITS GROUP LLP | 106 SOUTH SAIN MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17K | — | $17K | 14.81% |
| RICHARD L JONES JR3 | 20502 BLUE TRINITY SAN ANTONIO, TX 78259 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 2.74% |
| BRENT FORD3 | 20345 REGENCY RUN GARDEN RIDGE, TX 78266 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 2.31% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER VOLUNTARYBENEFITS, LLC | 1850 LOCKHILL SELMA SUITE 101 SAN ANTONIO, TX 78213 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.93% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 SOUTH SAINT MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $974 | — | $974 | 0.85% |
| GREGORY J WEEKS3 | 1259 LOOP 337 NORTH 2ND FLOOR NEW BRAUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $190 | — | $190 | 0.17% |
| GINGER G BATES3 | 40 NORTHEAST LOOP 410 SUITE 408 SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $147 | — | $147 | 0.13% |
| CORPORATE PLAN ADMINISTRATORS3 | 307 RIDGE BLUFF SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $133 | — | $133 | 0.12% |
| DENISE S VILLAGRAN3 | PMB #148-3636 SOUTH ALAMEDA SUITE B CORPUS CHRISTI, TX 78411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $103 | — | $103 | 0.09% |
| STEVEN P OLIVARES3 | 106 SOUTH SAINT MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | CONTINENTAL AMERICAN INSURANCE COMPANY | $64 | — | $64 | 0.06% |
| GREGORY J WEEKS3 | 1259 LOOP 337 NORTH 2ND FLOOR NEW BRAUNFELS, TX 78130 | CONTINENTAL AMERICAN INSURANCE COMPANY | $56 | — | $56 | 0.05% |
| JAMES ROB BLAKEY3 | 13823 CROWN BLUFF SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.04% |
| ABEL I SOLTERO3 | 12906 AQUA VALLEY HELOTES, TX 78023 | CONTINENTAL AMERICAN INSURANCE COMPANY | $31 | — | $31 | 0.03% |
| CHRISTOPHER J WILSON3 | 6575 PFEIL ROAD SCHERTZ, TX 78154 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| JAMES ROB BLAKEY3 | 13823 CROWN BLUFF SAN ANTONIO, TX 78216 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| ROBERT D SEIBERT3 Filed as: ROBERT SEIBERT | 192 HUTTON KYLE, TX 78640 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| HEATHER F SEIBERT3 | 192 HUTTON KYLE, TX 78640 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO & CATTO BENEFITS | 106 SOUTH SAINT MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | — | $14K | 15.00% |
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO & CATTO BENEFITS | 106 SOUTH SAINT MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | — | $13K | 15.00% |
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO & CATTO BENEFITS | 106 SOUTH SAINT MARYS STREET SUITE 800 SAN ANTONIO, TX 78205 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 15.00% |
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 | 819 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 821 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 678 | $4.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,385 | $784K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,385 | $784K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 362 | $85K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 791 | $115K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 362 | $96K |
| Other(3 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 791 | $216K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,385 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.