| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GLASS SORENSON & MCDAVID INC3 | PO BOX 1478 ROCKPORT, TX 783811478 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $42K | $42K | 1.90% |
| LEWIS WATKINS FARMER AGENCY INC3 Filed as: LEWIS-WATKINS-FARMER AGENCY INC | PO BOX 9369 AUSTIN, TX 787669369 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $31K | $31K | 1.43% |
| LEWIS WATKINS FARMER AGENCY INC3 Filed as: LEWIS WATKINS FARMER AGENCY | PO BOX 9369 AUSTIN, TX 78766 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $9K | $9K | 0.40% |
| GLASS SORENSON & MCDAVID INC3 | PO BOX 1478 AUSTIN, TX 78382 | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | $21K | — | $21K | 10.55% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $6K | — | $6K | 20.28% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $465 | — | $465 | 1.59% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $298 | — | $298 | 1.02% |
| ANSAS WAY, LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $227 | — | $227 | 0.78% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $17 | — | $17 | 0.06% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $8K | — | $8K | 42.26% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $309 | — | $309 | 1.55% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $133 | — | $133 | 0.67% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $52 | — | $52 | 0.26% |
| LEWIS WATKINS FARMER AGENCY INC3 Filed as: LEWIS WATKINS FARMER | 3834 SPICEWOOD SPRINGS ROAD #100 AUSTIN, TX 78759 | COMPANION LIFE INSURANCE COMPANY | $874 | — | $874 | 4.99% |
| GLASS SORENSON & MCDAVID INC3 | P.O. BOX 1478 ROCKPART, TX 78382 | COMPANION LIFE INSURANCE COMPANY | $814 | — | $814 | 4.64% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 5110 N 40TH ST STE 234 PHOENIX, AZ 85018 | COMPANION LIFE INSURANCE COMPANY | $569 | — | $569 | 3.25% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC | 1787 SENTRY PKWY W VEVA 16 STE 320 BLUE BELL, PA 19422 | COMPANION LIFE INSURANCE COMPANY | $314 | — | $314 | 1.79% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 26.81% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 9.15% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 18.46% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $767 | — | $767 | 4.67% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $349 | — | $349 | 2.12% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $166 | — | $166 | 1.01% |
| ANSAS WAY, LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $39 | — | $39 | 0.24% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 32.08% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $311 | — | $311 | 2.16% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $128 | — | $128 | 0.89% |
| KENNETH C MEIER CORP3 Filed as: KENNETH STEVENS | — | ASSURITY LIFE INSURANCE COMPANY | $55 | — | $55 | 0.38% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $4K | — | $4K | 35.32% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $161 | — | $161 | 1.27% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $70 | — | $70 | 0.55% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $55 | — | $55 | 0.43% |
| ANSAS WAY, LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $8K | — | $8K | 64.08% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $5 | — | $5 | 0.04% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 33.29% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $184 | — | $184 | 1.99% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $116 | — | $116 | 1.25% |
| ANSAS WAY, LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $88 | — | $88 | 0.95% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 27.36% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $124 | — | $124 | 1.70% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $53 | — | $53 | 0.73% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 26.02% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $246 | — | $246 | 3.42% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $217 | — | $217 | 3.01% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $106 | — | $106 | 1.47% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 32.15% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 15.52% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $60 | — | $60 | 0.87% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | $26 | — | $26 | 0.38% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $680 | — | $680 | 10.75% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $230 | — | $230 | 3.64% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 23.23% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $18 | — | $18 | 0.32% |
| ANSAS WAY, LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | $16 | — | $16 | 0.28% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS, LLC | — | ASSURITY LIFE INSURANCE COMPANY | -$2 | — | -$2 | -0.04% |
| CONVERGINS HEALTH LLC3 | — | ASSURITY LIFE INSURANCE COMPANY | -$22 | — | -$22 | -0.39% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $981 | — | $981 | 23.85% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $28 | — | $28 | 0.68% |
| PATRICK RUHLE3 Filed as: PATRICK LEE WATKINS | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 57.21% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 59.92% |
| GLASS SORENSON & MCDAVID INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $327 | — | $327 | 9.69% |
| LEWIS WATKINS FARMER AGENCY INC3 | — | ASSURITY LIFE INSURANCE COMPANY | $661 | — | $661 | 50.65% |
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 | 204 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 207 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(18 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 341 | $2.4M |
| Dental | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | 244 | $203K |
| Vision | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | 244 | $203K |
| Life insurance(19 contracts, 3 carriers) | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | 244 | $398K |
| Short-term disability(17 contracts) | ASSURITY LIFE INSURANCE COMPANY | 103 | $177K |
| Other(18 contracts, 2 carriers) | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | 244 | $380K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 341 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.