| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC3 | 160 FEDERAL STREET 4TH FLOOR BOSTON, MA 02110 | AETNA LIFE INSURANCE CO | $21K | — | $21K | 0.47% |
| BRADFORD INSURANCE AGENCY LLC3 | 4646 CORONA ST STE 100 CORPUS CHRISTI, TX 78411 | AETNA LIFE INSURANCE CO | $16K | — | $16K | 0.37% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 4622 PENNSYLVANIA AVE KANSAS CITY, MO 64112 | AETNA LIFE INSURANCE CO | $2K | — | $2K | 0.04% |
| BRADFORD INSURANCE AGENCY LLC3 | 4646 CORONA DR CORPUS CHRISTI, TX 784114320 | METROPOLITAN LIFE INSURANCE COMPANY | $54K | — | $54K | 10.47% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC | 500 W 13TH STREET FORT WORTH, TX 76102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | — | $87 | 1.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 14241 DALLAS PARKWAY DALLAS, TX 75254 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.58% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON LLC | C/O ASSUREDPARTNERS OF HOUSTON HOUSTON, TX 77036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.53% |
| N PAULINE FERRELL3 | 286 THOROUGHBRED LN SPRING BRANCH, TX 78070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.40% |
| SA GENERAL AGENCY INC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.37% |
| THOMAS SNYDER3 | 10539 DEDEKE DR NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.18% |
| HORIZON BENEFITS LLC3 | 1150 N LOOP 1604 W SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.09% |
| JOHN DAVID BODKER3 | 11415 SPRIGHTLY LN STE 118 SAN ANTONIO, TX 78254 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.09% |
| MARYSOL N. CALVILLO3 Filed as: MARYSOL N CALVILLO | 5026 LONGLANE DR HOUSTON, TX 77084 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.04% |
| ROGER LAPHAM3 | 303 SUGARBERRY CIR HOUSTON, TX 77024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.04% |
| NANCY LAPHAM3 | 303 SUGARBERRY CIR HOUSTON, TX 77024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.02% |
| BRADFORD INSURANCE AGENCY LLC3 | 4646 CORONA DR CORPUS CHRISTI, TX 784114320 | SAFEGUARD HEALTH PLANS INC., A TEXAS CORPORATION | $362 | — | $362 | 9.10% |
| BRADFORD INSURANCE AGENCY LLC3 | 4646 CORONA DR CORPUS CHRISTI, TX 784114320 | SAFEGUARD HEALTH PLANS INC., A CALIFORNIA CORPORATION | $72 | — | $72 | 9.56% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA BEHAVIORAL HEALTH LLC PLAN ADMINISTRATOR | Plan Administrator Service code 14 | 151 FARMINGTON AVENUE RSAA HARTFORD, CT 06156 | $10K |
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 | 1,226 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,226 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 1,226 | $4.9M |
| Dental(4 contracts, 4 carriers) | AETNA LIFE INSURANCE CO | 1,226 | $4.9M |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 1,226 | $4.9M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,226 | $516K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,226 | $516K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,226 | $516K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,226 | $522K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,226 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.