| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SECURANCE CORPORATION AGENCY0 | PO BOX 420390 HOUSTON, TX 77242 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $12 | $10K | 13.81% |
| SECURANCE CORPORATION AGENCY3 | PO BOX 420390 HOUSTON, TX 77242 | ONE AMERICA | $4K | $0 | $4K | 15.00% |
| SECURANCE CORPORATION AGENCY3 | PO BOX 420390 HOUSTON, TX 77242 | AFLAC | $2K | $0 | $2K | 7.99% |
| EPSIX, INC.3 Filed as: EPSIX INC | 687 E BROADWAY MILFORD, CT 06460 | AFLAC | $1K | $0 | $1K | 5.70% |
| MARK B STRICKLER3 | PO BOX 5182 UVALDE, TX 78802 | AFLAC | $1K | $78 | $1K | 5.34% |
| JORDAN D EMMANS3 | 438 W 26TH AVE SPOKANE, WA 99203 | AFLAC | $745 | $0 | $745 | 3.44% |
| MARK T TROTTER3 | 3623 ROCK LEDGE DR RICHMOND, TX 77469 | AFLAC | $369 | $0 | $369 | 1.71% |
| VICKIE DENESE GRAVES3 | 29214 JACOBS RIVER DR KATY, TX 77494 | AFLAC | $306 | $18 | $324 | 1.50% |
| STEPHEN GRAY3 | 4806 LAWSON LAKE LN RICHMOND, TX 77407 | AFLAC | $245 | $18 | $263 | 1.22% |
| HEIDI A HERDMAN3 | 1227 CRANE BROOK WAY PEABODY, MA 01960 | AFLAC | $193 | $0 | $193 | 0.89% |
| KAREN SUE KIEFER3 | 2517 JACOBS CREEK RUN FORT WAYNE, IN 46825 | AFLAC | $178 | $0 | $178 | 0.82% |
| TERRY K ALLEN3 | 20930 E HAPPY TRAILS LN OTIS ORCHARDS, WA 99027 | AFLAC | $101 | $0 | $101 | 0.47% |
| BLAINE J LUSHUTE3 | 2625 LAKEWAY DR SEABROOK, TX 77586 | AFLAC | $80 | $0 | $80 | 0.37% |
| VIRGINIA MADDEN3 | 962 CHAMBOARD LN HOUSTON, TX 77018 | AFLAC | $57 | $0 | $57 | 0.26% |
| ROBERT PILKENTON3 Filed as: ROBERT L PILKENTON | 6643 FM 2187 RD SEALY, TX 77474 | AFLAC | $57 | $0 | $57 | 0.26% |
| JOHN C RAUP3 | 7215 BOSQUE BLVD PMB 106 WACO, TX 76710 | AFLAC | $37 | $0 | $37 | 0.17% |
| ERIC D WESTALL3 | 1207 TANGLE BRIAR DR SEABROOK, TX 77586 | AFLAC | $18 | $0 | $18 | 0.08% |
| CHRISTOPHER C FEAZEL3 | 150A ANDOVER ST STE 12C DANVERS, MA 01923 | AFLAC | $15 | $0 | $15 | 0.07% |
| JUSTIN D HARPER3 | 10007 NORTHBROOK VALLEY DR APT 10 FORT WAYNE, IN 46825 | AFLAC | $14 | $0 | $14 | 0.06% |
| GARY WAYNE WILLINGHAM3 | 6033 STRAFFORD OAKS DR SEBRING, FL 33875 | AFLAC | $12 | $0 | $12 | 0.06% |
| MICHAEL GRASS3 | 21707 KINGSLAND BLVD STE 105 KATY, TX 77450 | AFLAC | $10 | $0 | $10 | 0.05% |
| LAWRENCE F THAMES3 | 2951 MARINA BAY DR STE 130-666 LEAGUE CITY, TX 77573 | AFLAC | $10 | $0 | $10 | 0.05% |
| TODD A STULL3 | 3000 E DIVISION ST STE A SPRINGFIELD, MO 65802 | AFLAC | $8 | $0 | $8 | 0.04% |
| RHONDA A DRESNER0 | 4 BENNETT ST WOBURN, MA 01801 | AFLAC | $8 | $0 | $8 | 0.04% |
| MELISSA HAMRICK3 | 903 N 10TH ST DECATUR, IN 46733 | AFLAC | $7 | $0 | $7 | 0.03% |
| ANN L HARRIS3 | 1365 EL CAMINO VILLAGE DR , HOUSTON, TX 77058 | AFLAC | $5 | $0 | $5 | 0.02% |
| POWELL A JOHNSON III3 | 9074 ELM TREE CIR TYLER, TX 75703 | AFLAC | $5 | $0 | $5 | 0.02% |
| AMANDA PIKE3 | 1298 ANTELOPE CREEK DR UNIT 731 ROSEVILLE, CA 95678 | AFLAC | $4 | $0 | $4 | 0.02% |
| DANIEL J TAYLOR3 | 2170 N LAKE DR APT 6032 COLUMBIA, SC 23212 | AFLAC | $2 | $0 | $2 | 0.01% |
| ERIC J LEGER3 | 623 E 7TH 1/2 ST HOUSTON, TX 77007 | AFLAC | $2 | $0 | $2 | 0.01% |
| MARK B STRICKLER3 | PO BOX 5182 UVALDE, TX 78802 | AFLAC | $465 | $0 | $465 | 7.46% |
| JORDAN D EMMANS3 | 438 W 26TH AVE SPOKANE, WA 99203 | AFLAC | $94 | $0 | $94 | 1.51% |
| STEPHEN GRAY3 | 4806 LAWSON LAKE LN RICHMOND, TX 77407 | AFLAC | $84 | $0 | $84 | 1.35% |
| VICKIE DENESE GRAVES3 | 29214 JACOBS RIVER DR KATY, TX 77494 | AFLAC | $51 | $0 | $51 | 0.82% |
| TODD A STULL3 | 3000 E DIVISION ST STE A SPRINGFIELD, MO 65802 | AFLAC | $42 | $0 | $42 | 0.67% |
| TERRY K ALLEN3 | 20930 E HAPPY TRAILS LN OTIS ORCHARDS, WA 99027 | AFLAC | $40 | $0 | $40 | 0.64% |
| ERIC D WESTALL3 | 1207 TANGLE BRIAR DR SEABROOK, TX 77586 | AFLAC | $36 | $0 | $36 | 0.58% |
| ROBERT PILKENTON3 Filed as: ROBERT L PILKENTON | 6643 FM 2187 RD SEALY, TX 77474 | AFLAC | $25 | $0 | $25 | 0.40% |
| MARK B STRICKLER3 | PO BOX 5182 UVALDE, TX 78802 | AFLAC | $216 | $0 | $216 | 4.18% |
| SECURANCE CORPORATION AGENCY3 Filed as: SECURANCE CORPORATION | PO BOX 420390 HOUSTON, TX 77242 | AFLAC | $191 | $0 | $191 | 3.70% |
| EPSIX, INC.3 Filed as: EPSIX INC | 687 E BROADWAY MILFORD, CT 06460 | AFLAC | $136 | $0 | $136 | 2.63% |
| VIRGINIA MADDEN3 | 962 CHAMBOARD LN HOUSTON, TX 77018 | AFLAC | $125 | $0 | $125 | 2.42% |
| MARK T TROTTER3 | 962 CHAMBOARD LN HOUSTON, TX 77469 | AFLAC | $122 | $0 | $122 | 2.36% |
| VICKIE DENESE GRAVES3 | 3623 ROCK LEDGE DR RICHMOND, TX 77494 | AFLAC | $49 | $0 | $49 | 0.95% |
| STEPHEN GRAY3 | 4806 LAWSON LAKE LN RICHMOND, TX 77407 | AFLAC | $28 | $0 | $28 | 0.54% |
| JOHN C RAUP3 | 7215 BOSQUE BLVD PMB 106 WACO, TX 76710 | AFLAC | $23 | $0 | $23 | 0.44% |
| ERIC D WESTALL3 | 1207 TANGLE BRIAR DR SEABROOK, TX 77586 | AFLAC | $20 | $0 | $20 | 0.39% |
| GARY WAYNE WILLINGHAM3 | 6033 STRAFFORD OAKS DR SEBRING, FL 33875 | AFLAC | $15 | $0 | $15 | 0.29% |
| ROBERT PILKENTON3 Filed as: ROBERT L PILKENTON | 6643 FM 2187 RD SEALY, TX 77474 | AFLAC | $10 | $0 | $10 | 0.19% |
| AMANDA PIKE3 | 1298 ANTELOPE CREEK DR UNIT 731 ROSEVILLE, CA 95678 | AFLAC | $3 | $0 | $3 | 0.06% |
| DANIEL J TAYLOR3 | 2170 N LAKE DR APT 6032 COLUMBIA, SC 29212 | AFLAC | $2 | $0 | $2 | 0.04% |
| MARK B STRICKLER3 | PO BOX 5182 UVALDE, TX 78802 | AFLAC | $321 | $0 | $321 | 6.86% |
| MARK T TROTTER3 | 3623 ROCK LEDGE DR RICHMOND, TX 77469 | AFLAC | $73 | $0 | $73 | 1.56% |
| ERIC D WESTALL3 | 1207 TANGLE BRIAR DR SEABROOK, TX 77586 | AFLAC | $58 | $0 | $58 | 1.24% |
| JOHN C RAUP3 | 7215 BOSQUE BLVD PMB 106 WACO, TX 76710 | AFLAC | $29 | $0 | $29 | 0.62% |
| MICHAEL L CARLISLE3 | 208 HEWITT DR STE 103-339 WACO, TX 76712 | AFLAC | $15 | $0 | $15 | 0.32% |
| VICKIE DENESE GRAVES3 | 29214 JACOBS RIVER DR KATY, TX 77494 | AFLAC | $11 | $0 | $11 | 0.24% |
| AMANDA PIKE3 | 1298 ANTELOPE CREEK DR UNIT 731 ROSEVILLE, CA 95678 | AFLAC | $8 | $0 | $8 | 0.17% |
| ROBERT PILKENTON3 Filed as: ROBERT L PILKENTON | 6643 FM 2187 RD SEALY, TX 77474 SEALY, TX 77474 | AFLAC | $6 | $0 | $6 | 0.13% |
| LAWRENCE F THAMES3 | 2951 MARINA BAY DR STE 130-666 LEAGUE CITY, TX 77573 | AFLAC | $5 | $0 | $5 | 0.11% |
| ANN L HARRIS3 | 1365 EL CAMINO VILLAGE DR HOUSTON, TX 77058 | AFLAC | $4 | $0 | $4 | 0.09% |
| BLAINE J LUSHUTE3 | 2625 LAKEWAY DR SEABROOK, TX 77586 | AFLAC | $4 | $0 | $4 | 0.09% |
| MICHAEL A SIMPSON3 | 1318 MONTGOMERY LN SOUTHLAKE, TX 76092 | AFLAC | $2 | $0 | $2 | 0.04% |
| DAVID D SIMPSON3 | 7724 TAMARRON CT NORTH RICHLAND HILLS, TX 76182 | AFLAC | $2 | $0 | $2 | 0.04% |
| TODD A STULL3 | 3000 E DIVISION ST STE A SPRINGFIELD, MO 65802 | AFLAC | $2 | $0 | $2 | 0.04% |
| MICHAEL GRASS3 | 21707 KINGSLAND BLVD STE 105 KATY, TX 77450 | AFLAC | $1 | $0 | $1 | 0.02% |
| MARK B STRICKLER3 | PO BOX 5182 UVALDE, TX 78802 | AFLAC | $234 | $0 | $234 | 15.88% |
| SECURANCE CORPORATION AGENCY3 Filed as: SECURANCE CORPORATION | PO BOX 420390 HOUSTON, TX 77242 | AFLAC | $90 | $0 | $90 | 6.11% |
| STEPHEN GRAY3 | 4806 LAWSON LAKE LN RICHMOND, TX 77407 | AFLAC | $64 | $0 | $64 | 4.34% |
| EPSIX, INC.3 Filed as: EPSIX INC | 687 E BROADWAY MILFORD, CT 06460 | AFLAC | $64 | $0 | $64 | 4.34% |
| KAREN SUE KIEFER3 | 2517 JACOBS CREEK RUN FORT WAYNE, IN 46825 | AFLAC | $59 | $0 | $59 | 4.00% |
| VICKIE DENESE GRAVES3 | 29214 JACOBS RIVER DR KATY, TX 77494 | AFLAC | $33 | $0 | $33 | 2.24% |
| ERIC D WESTALL3 | 1207 TANGLE BRIAR DR SEABROOK, TX 77586 | AFLAC | $9 | $0 | $9 | 0.61% |
| JUSTIN D HARPER3 | 10007 NORTHBROOK VALLEY DR APT 10 FORT WAYNE, IN 46825 | AFLAC | $5 | $0 | $5 | 0.34% |
| MELISSA HAMRICK3 | 903 N 10TH ST DECATUR, IN 46733 | AFLAC | $2 | $0 | $2 | 0.14% |
| TODD A STULL3 | 3000 E DIVISION ST STE A SPRINGFIELD, MO 65802 | AFLAC | $1 | $0 | $1 | 0.07% |
| MARK B STRICKLER3 | PO BOX 5182 UVALDE, TX 78802 | AFLAC | $30 | $0 | $30 | 5.91% |
| VICKIE DENESE GRAVES3 | 29214 JACOBS RIVER DR KATY, TX 77494 | AFLAC | $16 | $0 | $16 | 3.15% |
| ROBERT PILKENTON3 Filed as: ROBERT L PILKENTON | 6643 FM 2187 RD SEALY, TX 77474 | AFLAC | $8 | $0 | $8 | 1.57% |
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 | 138 | 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) | 138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 140 | $69K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 140 | $69K |
| Life insurance(2 contracts, 2 carriers) | NATIONWIDE LIFE INSURANCE COMPANY | 138 | $83K |
| Short-term disability | ONE AMERICA | 138 | $30K |
| Long-term disability | ONE AMERICA | 138 | $30K |
| Other(7 contracts, 2 carriers) | ONE AMERICA | 138 | $69K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 140 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.