| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEPHENS BASTIAN AND CARTWRIGHT LP3 Filed as: STEPHENS BASTIAN & CARTWRIGHT, LP. | — | BLUECROSS BLUESHIELD OF TEXAS | $57K | — | $57K | 5.36% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 Filed as: STEPHENS BASTIAN & CARTWR | 2351 S FM 51 STE 300 DECATUR, TX 76234 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 15.00% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 | 2351 S FM 51 STE 300 DECATUR, TX 76234 | AFLAC | $2K | — | $2K | 7.23% |
| MARCI M SCHNITKER3 | PO BOX 245 GUNTER, TX 75058 | AFLAC | $754 | — | $754 | 2.24% |
| JASON L WEEKS3 | 620 STONEGLEN DRIVE SUITE L STE 120 KELLER, TX 76248 | AFLAC | $697 | $36 | $733 | 2.18% |
| MARY L WILLIAMS3 | 1102 STEVENS ST STE 1 BRIDGEPORT, TX 76426 | AFLAC | $476 | $36 | $512 | 1.52% |
| MARK WOOD3 | 2912 MAPLE CREEK DR FORT WORTH, TX 76177 | AFLAC | $62 | — | $62 | 0.18% |
| JUDY L EDWARDS3 Filed as: JUDY EDWARDS | PO BOX 67 GRANBURY, TX 76048 | AFLAC | $46 | — | $46 | 0.14% |
| DONNA S POLSER3 Filed as: DONNA POLSER | 1210 COUNTY ROAD 4930 LEONARD, TX 75452 | AFLAC | $26 | — | $26 | 0.08% |
| CECIL PARKER3 | 1102 FM 378 LORENZO, TX 79343 | AFLAC | $22 | — | $22 | 0.07% |
| PETER B WILKINSON JR3 Filed as: PETER WILKINSON JR | 6202 IOLA AVE STE 115 LUBBOCK, TX 79424 | AFLAC | $21 | — | $21 | 0.06% |
| ROBERT CLARK3 | 7606 UNIVERSITY AVE STE F LUBBOCK, TX 79423 | AFLAC | $21 | — | $21 | 0.06% |
| T HOWDESHELL3 | 3826 MARK CT ABILENE, TX 79606 | AFLAC | $21 | — | $21 | 0.06% |
| DONNA D LASKOSKIE3 Filed as: DONNA LASKOSKIE | 4515 WILDWOOD CIR GRANBURY, TX 76049 | AFLAC | $17 | — | $17 | 0.05% |
| CRAIG S DAVIES3 Filed as: CRAIG DAVIES | 109 TIMBER CREEK CT ARGYLE, TX 76226 | AFLAC | $11 | — | $11 | 0.03% |
| SANDRA LYNN ARGO3 Filed as: SANDRA ARGO | 525 W ARCHER ST JACKSBORO, TX 76458 | AFLAC | $11 | — | $11 | 0.03% |
| ALICE B STONE3 Filed as: ALICE STONE | 716 FINCH CT CROWLEY, TX 76036 | AFLAC | $9 | — | $9 | 0.03% |
| WILMA GALE JOHNSON3 Filed as: WILMA JOHNSON | 4100 ELDORADO PKWY STE 100387 MCKINNEY, TX 75070 | AFLAC | $8 | — | $8 | 0.02% |
| AMBER DOTTS3 | 3709 FAULKNER DR ROWLETT, TX 75088 | AFLAC | $8 | — | $8 | 0.02% |
| HAROLD RODNEY MCCASLIN3 Filed as: HAROLD MCCASLIN | 2300 MCDERMOTT ROAD 200 243 PLANO, TX 75025 | AFLAC | $6 | — | $6 | 0.02% |
| JOHN E CUMMINGS3 Filed as: JOHN JOHNSON | 2150 W NORTHWEST HWY STE 114-1144 GRAPEVINE, TX 76051 | AFLAC | $5 | — | $5 | 0.01% |
| DENNIS M. ESARTE3 Filed as: DENNIS ESARTE | 1300 N CUSTER RD APT 4107 ALLEN, TX 75013 | AFLAC | $5 | — | $5 | 0.01% |
| JOHN DEE MAULDIN3 Filed as: JOHN MAULDIN | 5798 TOAD HOLW THE COLONY, TX 75056 | AFLAC | $4 | — | $4 | 0.01% |
| ROGERS BENEFIT GROUP INC3 Filed as: MICHAEL ROGERS | 9841 TANGLEBRUSH DR MCINNEY, TX 75072 | AFLAC | $4 | — | $4 | 0.01% |
| PATRICIA H MCMINN3 Filed as: PATRICIA MCMINN | 805 LLANO FALLS DR MCKINNEY, TX 75071 | AFLAC | $4 | — | $4 | 0.01% |
| SHARYL BATHE3 | 620 ODD FELLOW RD MATTOON, IL 61938 | AFLAC | $3 | — | $3 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 10000 N CENTRAL EXPY STE 1100 DALLAS, TX 75231 | AFLAC | $3 | — | $3 | 0.01% |
| ROBERT PERRY EVANS JR3 Filed as: ROBERT EVANS JR | 1031 SADDLEBROOK DR LUCAS, TX 75002 | AFLAC | $2 | — | $2 | 0.01% |
| JULIE E CONDRY3 Filed as: JULIE CONDRY | 11732 S ERIE AVE TULSA, OK 74137 | AFLAC | $2 | — | $2 | 0.01% |
| MICHAEL A SIMPSON3 Filed as: MICHAEL SIMPSON | 1318 MONTGOMERY LN SOUTHLAKE, TX 76092 | AFLAC | $2 | — | $2 | 0.01% |
| SCOTT WEBB3 | 12366 W MILTON DR PEORIA, AZ 85383 | AFLAC | $1 | — | $1 | 0.00% |
| CHRISTA HOLBERT3 | 6857 WOODSTOCK RD FORT WORTH, TX 76116 | AFLAC | $1 | — | $1 | 0.00% |
| DAVID SIMPSON3 | 7724 TAMARRON CT NORTH RICHLAND HILLS, TX 76182 | AFLAC | $1 | — | $1 | 0.00% |
| H BRUMLEY3 | 4 GLENDALE CT TROPHY CLUB, TX 76262 | AFLAC | $1 | — | $1 | 0.00% |
| ROGERS BENEFIT GROUP INC3 Filed as: KATHERINE WADE-ROGERS | 1405 LACEWING DR MCKINNEY, TX 75072 | AFLAC | $1 | — | $1 | 0.00% |
| DARON H PHILLIPS3 Filed as: DARON PHILLIPS | 8690 FM 1979 STE 240 MARTINDALE, TX 78655 | AFLAC | $1 | — | $1 | 0.00% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 Filed as: STEPHENS BASTIAN & CARTWR | 2351 S FM 51 STE 300 DECATUR, TX 76234 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 10.00% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 Filed as: STEPHENS BASTIAN & CARTWRIGHT LP | 2351 S FM 51 STE 300 DECATUR, TX 762343780 | VISION SERVICE PLAN | $1K | — | $1K | 5.60% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 Filed as: STEPHENS BASTIAN & CARTWR | 2351 S FM 51 STE 300 DECATUR, TX 76234 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $884 | — | $884 | 10.00% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 Filed as: STEPHENS BASTIAN & CARTWR | 2351 S FM 51 STE 300 DECATUR, TX 76234 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $572 | — | $572 | 15.01% |
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 | 135 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 139 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 219 | $1.1M |
| Dental | BLUECROSS BLUESHIELD OF TEXAS | 219 | $1.1M |
| Vision | VISION SERVICE PLAN | 116 | $19K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 134 | $37K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 134 | $25K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 134 | $9K |
| Other(2 contracts, 2 carriers) | AFLAC | 63 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 219 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.