| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KURT BRAEUTIGAM3 | PO BOX 672245 HOUSTON, TX 77267 | ALLSTATE | $20K | $0 | $20K | 13.73% |
| GARY NETHING3 | 4815 FM 2351 RD, STE 206 FRIENDSWOOD, TX 775462804 | ALLSTATE | $5K | $0 | $5K | 3.41% |
| PATRICK PARHAM3 | 6918 BLENHEIM DR SPRING, TX 77379 | ALLSTATE | $4K | $0 | $4K | 2.52% |
| JEFFREY LANCE ANNARINO3 Filed as: JEFFREY ANNARINO | 4815 FM 2351 RD, STE 206 FRIENDSWOOD, TX 775462804 | ALLSTATE | $3K | $0 | $3K | 2.11% |
| CHRIS SAPP3 | 2705 PALMER HWY TEXAS CITY, TX 77590 | ALLSTATE | $2K | $0 | $2K | 1.26% |
| MICHAEL WIGGINS3 | 4105 TWIN LAKES TRL PEARLAND, TX 77584 | ALLSTATE | $2K | $0 | $2K | 1.26% |
| JASON CARLTON LEE3 | 1414 E MAIN ST LEAGUE CITY, TX 77573 | ALLSTATE | $567 | $0 | $567 | 0.40% |
| TOMORROW ORSAK FINL SVCS LLC3 | 7930 BROADWAY ST #104 PEARLAND, TX 77581 | ALLSTATE | $548 | $0 | $548 | 0.38% |
| THOMAS E. BRANDA3 Filed as: THOMAS BRANDA | 800 RESEARCH FOREST DR, STE 115-163 THE WOODLANDS, TX 77382 | ALLSTATE | $417 | $0 | $417 | 0.29% |
| ERIN MYERS3 | 32334 HUNTER PARK CONROE, TX 77835 | ALLSTATE | $411 | $0 | $411 | 0.29% |
| ALFRED OSBURN JR.3 | PO BOX 1287 SHINER, TX 77984 | ALLSTATE | $293 | $0 | $293 | 0.20% |
| TIMOTHY STEVENS3 | 204 WADE ST SILSBEE, TX 77656 | ALLSTATE | $157 | $0 | $157 | 0.11% |
| SHERRY BRANDA3 | 35 MERIT WOODS PLACE THE WOODLANDS, TX 77382 | ALLSTATE | $90 | $0 | $90 | 0.06% |
| ELLEN HAMILTON3 | 16343 GRANITE PARK CT CYPRESS, TX 77429 | ALLSTATE | $86 | $0 | $86 | 0.06% |
| LILLIAN KOENIG3 | 7723 CADENZA CT HOUSTON, TX 770402546 | ALLSTATE | $75 | $0 | $75 | 0.05% |
| CHARLES HARRIS3 | 23 WINDSONG LN FRIENDSWOOD, TX 775465657 | ALLSTATE | $43 | $0 | $43 | 0.03% |
| NASH & POWERS INSURANCE SERVICE LLC3 Filed as: NASH & POWERS INS SVCS LLC | PO BOX 1568 BRISTOL, TN 37621 | ALLSTATE | $22 | $0 | $22 | 0.02% |
| CHARLOTTE R SANTA CRUZ3 Filed as: CHARLOTTE CRUZ | 718 DUNBAR AVE #3A BAY ST LOUIS, MS 39520 | ALLSTATE | $6 | $0 | $6 | 0.00% |
| MICHAEL CIOTTA3 | 319 SOUTH EAST AVE BALTIMORE, MD 21224 | ALLSTATE | $4 | $0 | $4 | 0.00% |
| GEORGE A TROCKI3 Filed as: GEORGE TROCKI | 221 PROSPECT CIR SHREWSBURY, PA 17361 | ALLSTATE | $1 | $0 | $1 | 0.00% |
| KURT BRAEUTIGAM3 | PO BOX 672245 HOUSTON, TX 77267 | ALLSTATE | $18K | $0 | $18K | 13.76% |
| GARY NETHING3 | 4815 FM 2351 RD, STE 206 FRIENDSWOOD, TX 775462804 | ALLSTATE | $5K | $0 | $5K | 4.01% |
| JEFFREY LANCE ANNARINO3 Filed as: JEFFREY ANNARINO | 4815 FM 2351 RD, STE 206 FRIENDSWOOD, TX 775462804 | ALLSTATE | $4K | $0 | $4K | 3.34% |
| PATRICK PARHAM3 | 6918 BLENHEIM DR SPRING, TX 77379 | ALLSTATE | $2K | $0 | $2K | 1.72% |
| MICHAEL WIGGINS3 | 4105 TWIN LAKES TRL PEARLAND, TX 77584 | ALLSTATE | $1K | $0 | $1K | 0.95% |
| CHRIS SAPP3 | 2705 PALMER HWY TEXAS CITY, TX 77590 | ALLSTATE | $1K | $0 | $1K | 0.92% |
| TOMORROW ORSAK FINL SVCS LLC3 | 7930 BROADWAY ST #104 PEARLAND, TX 77581 | ALLSTATE | $633 | $0 | $633 | 0.47% |
| TIMOTHY STEVENS3 | 204 WADE ST SILSBEE, TX 77656 | ALLSTATE | $410 | $0 | $410 | 0.31% |
| SHERRY BRANDA3 | 35 MERIT WOODS PLACE THE WOODLANDS, TX 77382 | ALLSTATE | $286 | $0 | $286 | 0.21% |
| THOMAS E. BRANDA3 Filed as: THOMAS BRANDA | 800 RESEARCH FOREST DR, STE 115-163 THE WOODLANDS, TX 77382 | ALLSTATE | $204 | $0 | $204 | 0.15% |
| ALFRED OSBURN JR.3 | PO BOX 1287 SHINER, TX 77984 | ALLSTATE | $185 | $0 | $185 | 0.14% |
| ERIN MYERS3 | 32334 HUNTER PARK CONROE, TX 77835 | ALLSTATE | $172 | $0 | $172 | 0.13% |
| LILLIAN KOENIG3 | 7723 CADENZA CT HOUSTON, TX 770402546 | ALLSTATE | $162 | $0 | $162 | 0.12% |
| JASON LEE3 | 15102 HWY 6 ROSHARON, TX 77583 | ALLSTATE | $127 | $0 | $127 | 0.10% |
| CHARLES HARRIS3 | 23 WINDSONG LN FRIENDSWOOD, TX 775465657 | ALLSTATE | $117 | $0 | $117 | 0.09% |
| ELLEN HAMILTON3 | 16343 GRANITE PARK CT CYPRESS, TX 77429 | ALLSTATE | $49 | $0 | $49 | 0.04% |
| RICHARD COLLIER3 | 1316 LAKESIDE DR NW CULLMAN, AL 35055 | ALLSTATE | $29 | $0 | $29 | 0.02% |
| CHARLOTTE R SANTA CRUZ3 Filed as: CHARLOTTE CRUZ | 718 DUNBAR AVE #3A BAY ST LOUIS, MS 39520 | ALLSTATE | $19 | $0 | $19 | 0.01% |
| RANDY L BENNETT3 Filed as: RANDY BENNETT | 1060 WINCHESTER RD HUNTSVILLE, AL 35811 | ALLSTATE | $15 | $0 | $15 | 0.01% |
| KURT BRAEUTIGAM3 | PO BOX 672245 HOUSTON, TX 77267 | ALLSTATE | $20K | $0 | $20K | 15.15% |
| GARY NETHING3 | 4815 FM 2351 RD, STE 206 FRIENDSWOOD, TX 775462804 | ALLSTATE | $5K | $0 | $5K | 3.70% |
| JEFFREY LANCE ANNARINO3 Filed as: JEFFREY ANNARINO | 4815 FM 2351 RD, STE 206 FRIENDSWOOD, TX 775462804 | ALLSTATE | $5K | $0 | $5K | 3.52% |
| PATRICK PARHAM3 | 6918 BLENHEIM DR SPRING, TX 77379 | ALLSTATE | $3K | $0 | $3K | 2.11% |
| MICHAEL WIGGINS3 | 4105 TWIN LAKES TRL PEARLAND, TX 77584 | ALLSTATE | $2K | $0 | $2K | 1.28% |
| CHRIS SAPP3 | 2705 PALMER HWY TEXAS CITY, TX 77590 | ALLSTATE | $2K | $0 | $2K | 1.25% |
| TIMOTHY STEVENS3 | 204 WADE ST SILSBEE, TX 77656 | ALLSTATE | $437 | $0 | $437 | 0.34% |
| JASON CARLTON LEE3 | 1414 E MAIN ST LEAGUE CITY, TX 77573 | ALLSTATE | $369 | $0 | $369 | 0.29% |
| ALFRED OSBURN JR.3 | PO BOX 1287 SHINER, TX 77984 | ALLSTATE | $226 | $0 | $226 | 0.18% |
| SHERRY BRANDA3 | 35 MERIT WOODS PLACE THE WOODLANDS, TX 77382 | ALLSTATE | $222 | $0 | $222 | 0.17% |
| THOMAS E. BRANDA3 Filed as: THOMAS BRANDA | 800 RESEARCH FOREST DR, STE 115-163 THE WOODLANDS, TX 77382 | ALLSTATE | $189 | $0 | $189 | 0.15% |
| ELLEN HAMILTON3 | 16343 GRANITE PARK CT CYPRESS, TX 77429 | ALLSTATE | $135 | $0 | $135 | 0.10% |
| ERIN MYERS3 | 32334 HUNTER PARK CONROE, TX 77835 | ALLSTATE | $122 | $0 | $122 | 0.09% |
| LILLIAN KOENIG3 | 7723 CADENZA CT HOUSTON, TX 770402546 | ALLSTATE | $117 | $0 | $117 | 0.09% |
| TOMORROW ORSAK FINL SVCS LLC3 | 7930 BROADWAY ST #104 PEARLAND, TX 77581 | ALLSTATE | $108 | $0 | $108 | 0.08% |
| CHARLES HARRIS3 | 23 WINDSONG LN FRIENDSWOOD, TX 775465657 | ALLSTATE | $86 | $0 | $86 | 0.07% |
| CHARLOTTE R SANTA CRUZ3 Filed as: CHARLOTTE CRUZ | 718 DUNBAR AVE #3A BAY ST LOUIS, MS 39520 | ALLSTATE | $11 | $0 | $11 | 0.01% |
| JASON LEE3 | 15102 HWY 6 ROSHARON, TX 77583 | ALLSTATE | $7 | $0 | $7 | 0.01% |
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 | 642 | 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) | 642 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | ALLSTATE | 225 | $405K |
| Life insurance(3 contracts) | ALLSTATE | 225 | $405K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 225 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.