| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | — | BLUECROSS BLUESHIELD OF TEXAS | $33K | $3K | $36K | 2.26% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE INSURANCE AGE | — | BLUECROSS BLUESHIELD OF TEXAS | $35K | — | $35K | 2.24% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO B0X 218060 HOUSTON, TX 77218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $2K | $16K | 9.90% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $2K | $12K | 7.21% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $4K | $8K | 4.94% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $2K | $6K | 3.93% |
| ARGO EXPRESS LLC3 | 17803 LA CANTERA TER APT 11418 SAN ANTONIO, TX 78256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $888 | $4K | 2.20% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $587 | $3K | 1.83% |
| FROST INSURANCE AGENCY INC3 | PO BOX 225749 DALLAS, TX 75222 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.03% |
| JAVIER LEON3 | 3811 ALVARADO ST EDINBURG, TX 78539 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $103 | $1K | 0.73% |
| JORGE ALEJANDRO MONTEMAYOR3 | 10702 N 23RD LN MCALLEN, TX 78504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $937 | $5 | $942 | 0.58% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE INSURANCE AGE | 121 PECAN BLVD MCALLEN, TX 78501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $721 | $64 | $785 | 0.48% |
| SHELLY L. LISKA3 Filed as: SHELLY L LISKA | 215 LIBERTY LN PLEASANTON, TX 78064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $601 | — | $601 | 0.37% |
| SALAZAR INSURANCE GROUP LLC3 | 611E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $142 | $143 | $285 | 0.18% |
| THOMAS SNYDER3 | 10539 DEDEKE DR NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $167 | — | $167 | 0.10% |
| SAMUEL MORENO3 | 5820 N 25TH ST MCALLEN, TX 78504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $18 | $96 | 0.06% |
| DION CHAVEZ3 | PO BOX 533070 HARLINGEN, TX 78553 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $12 | $76 | 0.05% |
| JOHN DAVID BODKER3 | 11415 SPRIGHTLY LN STE 118 SAN ANTONIO, TX 78254 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.02% |
| BRIAN WHITE3 Filed as: BRIAN R MADTES | 1308 JAMES COOK WINDCREST, TX 78239 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| DONNA SWINNEA3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| HORIZON BENEFITS LLC3 | 1150N LOOP 1604 W SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| PAUL J PIPER3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE | INSURANCE AGE 8217 SHOAL CREEK BLVD STE 108 AUSTIN, TX 78757 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 5.23% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | SOUTHWEST PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 4.77% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | SOUTHWEST PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.93% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 218060 HOUSTON, TX 77218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $1K | $8K | 7.79% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $894 | $5K | 5.09% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 3.60% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $787 | $3K | 3.07% |
| FROST INSURANCE AGENCY INC3 | PO BOX 225749 DALLAS, TX 75222 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.48% |
| ARGO EXPRESS LLC3 | 17803 LA CANTARA TER APT 11418 SAN ANTONIO, TX 78256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $910 | $282 | $1K | 1.13% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $866 | $183 | $1K | 0.99% |
| JORGE ALEJANDRO MONTEMAYOR3 | 10702 N 23RD LN MCALLEN, TX 78504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $920 | $4 | $924 | 0.87% |
| JAVIER LEON3 | 3811 ALVARADO ST EDINBURG, TX 78539 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $773 | $81 | $854 | 0.81% |
| SHEPARD & WALTON LIFE INSURANCE3 | AGE 121 PECAN BLVD MCALLEN, TX 78501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $673 | $48 | $721 | 0.68% |
| SHELLY L. LISKA3 Filed as: SHELLY L LISKA | 215 LIBERTY LN PLEASANTON, TX 78064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $591 | — | $591 | 0.56% |
| SALAZAR INSURANCE GROUP LLC3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | $124 | $246 | 0.23% |
| THOMAS SNYDER3 | 10539 DEDEKE DR NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $184 | — | $184 | 0.17% |
| SAMUEL MORENO3 | 5820 N 25TH ST MCALLEN, TX 78504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $15 | $80 | 0.08% |
| DION CHAVEZ3 | PO BOX 533070 HARLINGEN, TX 78553 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $11 | $68 | 0.06% |
| JOHN DAVID BODKER3 | 11415 SPRIGHTLY LN STE 118 SAN ANTONIO, TX 78254 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.03% |
| GALE SIMPSON3 | 69 CARPIN CIR PAGOSA SPRINGS, CO 81147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.03% |
| BRIAN WHITE3 Filed as: BRIAN R MADTES | 1308 JAMES COOK WINDCREST, TX 78239 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.03% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| HORIZON BENEFITS LLC3 | 1150N LOOP 1604 W SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO B0X 218060 HOUSTON, TX 77218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $824 | $6K | 9.20% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $742 | $5K | 6.93% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 5.51% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $488 | $3K | 3.82% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $608 | $2K | 3.40% |
| FROST INSURANCE AGENCY INC3 | PO BOX 225749 DALLAS, TX 75222 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $669 | — | $669 | 1.02% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE INSURANCE AGE | 121 PECAN BLVD MCALLEN, TX 78501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $224 | $23 | $247 | 0.38% |
| BRIAN WHITE3 Filed as: BRIAN R MADTES | 1308 JAMES COOK WINDCREST, TX 78239 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | — | $96 | 0.15% |
| THOMAS SNYDER3 | 10539 DEDEKE DR NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.02% |
| SHELLY L. LISKA3 Filed as: SHELLY L LISKA | 215 LIBERTY LN PLEASANTON, TX 78064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.02% |
| PATRICK ALLEN BAKER3 | 4606 WINCHESTER DR BRYAN, TX 77802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MELISSA B MADTES3 | 6814 HONEYRIDGE LN SAN ANTONIO, TX 78239 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE | INSURANCE AGE 8217 SHOAL CREEK BLVD STE 108 AUSTIN, TX 78757 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 5.26% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | SOUTHWEST PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 4.74% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | SOUTHWEST PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 3.84% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 218060 HOUSTON, TX 77218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $304 | $2K | 8.23% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $271 | $2K | 5.51% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $681 | $552 | $1K | 4.08% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $718 | $228 | $946 | 3.13% |
| FROST INSURANCE AGENCY INC3 | PO BOX 225749 DALLAS, TX 75222 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $403 | — | $403 | 1.34% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $270 | $64 | $334 | 1.11% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE INSURANCE AGE | 121 PECAN BLVD MCALLEN, TX 78501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $298 | $25 | $323 | 1.07% |
| JAVIER LEON3 | 3811 ALVARADO ST EDINBURG, TX 78539 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $222 | $23 | $245 | 0.81% |
| JORGE ALEJANDRO MONTEMAYOR3 | 10702 N 23RD LN MCALLEN, TX 78504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $233 | $1 | $234 | 0.78% |
| SHELLY L. LISKA3 Filed as: SHELLY L LISKA | 215 LIBERTY LN PLEASANTON, TX 78064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $174 | — | $174 | 0.58% |
| ARGO EXPRESS LLC3 | 17803 LA CANTERA TER APT 11418 SAN ANTONIO, TX 78256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | $24 | $130 | 0.43% |
| SALAZAR INSURANCE GROUP LLC3 | 611E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $33 | $65 | 0.22% |
| THOMAS SNYDER3 | 10539 DEDEKE DR NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.15% |
| SAMUEL MORENO3 | 5820 N 25TH ST MCALLEN, TX 78504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $4 | $23 | 0.08% |
| DION CHAVEZ3 | PO BOX 533070 HARLINGEN, TX 78553 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $3 | $17 | 0.06% |
| JOHN DAVID BODKER3 | 11415 SPRIGHTLY LN STE 118 SAN ANTONIO, TX 78254 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.03% |
| BRIAN WHITE3 Filed as: BRIAN R MADTES | 1308 JAMES COOK WINDCREST, TX 78239 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.03% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.03% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.03% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE | INSURANCE AGE 8217 SHOAL CREEK BLVD STE 108 AUSTIN, TX 78757 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $991 | — | $991 | 5.26% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | SOUTHWEST PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $894 | — | $894 | 4.74% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | SOUTHWEST PO BOX 61187 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $739 | $739 | 3.92% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE INSURANCE AGE | 121 PECAN BLVD MCALLEN, TX 78501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $136 | $1K | 29.94% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $531 | $122 | $653 | 15.24% |
| ARGO EXPRESS LLC3 | 17803 LA CANTERA TER APT 11418 SAN ANTONIO, TX 78256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $395 | $133 | $528 | 12.32% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | $228 | $357 | 8.33% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $205 | $101 | $306 | 7.14% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $8 | $39 | 0.91% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE INSURANCE AGE | 121 PECAN BLVD MCALLEN, TX 78501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $797 | $94 | $891 | 29.46% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $435 | $111 | $546 | 18.06% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $221 | $346 | 11.44% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $190 | $43 | $233 | 7.71% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $130 | $64 | $194 | 6.42% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE INSURANCE AGE | 121 PECAN BLVD MCALLEN, TX 78501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $541 | $64 | $605 | 34.85% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $290 | $66 | $356 | 20.51% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | $125 | $196 | 11.29% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | $50 | $153 | 8.81% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | $29 | $144 | 8.29% |
| SHEPARD & WALTON LIFE INSURANCE3 Filed as: SHEPARD & WALTON LIFE INSURANCE AGE | 121 PECAN BLVD MCALLEN, TX 78501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $111 | $13 | $124 | 37.69% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $21 | $114 | 34.65% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $23 | $36 | 10.94% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $12 | $36 | 10.94% |
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 | 430 | 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) | 432 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 399 | $1.6M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 398 | $116K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 390 | $19K |
| Life insurance(9 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 428 | $410K |
| Short-term disability(8 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 120 | $374K |
| Other(9 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 428 | $410K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 428 | — |
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.