| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICES LLC | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | BLUECROSS BLUESHIELD OF TEXAS | $6K | $2K | $8K | 0.71% |
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICES LLC | 301 SOUTH POLK STREET, SUITE 300 AMARILLO, TX 79101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $0 | $10K | 15.00% |
| DIANE WALL, INC.3 | 6937 SOUTH BELL STREET AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.87% |
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICES LLC | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | ASSURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.61% |
| LOGAN TIFFANY3 Filed as: LOGAN THOMAS TIFFANY | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.32% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 600 SOUTH TYLER AMARILLO, TX 79101 | ASSURITY LIFE INSURANCE COMPANY | $838 | $0 | $838 | 2.15% |
| CARTER-CRUTCHFIELD, INC.3 | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $570 | $0 | $570 | 1.46% |
| WORKSITE MARKETING CONCEPTS INC3 Filed as: WORKSITE MARKETING CONCEPTS, INC. | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $103 | $0 | $103 | 0.26% |
| DIANE WALL, INC.3 | 6937 SOUTH BELL STREET AMARILLO, TX 79109 | 5STAR LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.07% |
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICES LLC | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | 5STAR LIFE INSURANCE COMPANY | $108 | $0 | $108 | 0.43% |
| JULIE L. HULSEY, LP3 Filed as: JULIE L. HUKSEY LP | 6601 WEST INTERSTATE 40 AMARILLO, TX 79106 | 5STAR LIFE INSURANCE COMPANY | $71 | $0 | $71 | 0.28% |
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICES LLC | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | DEARBORN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.93% |
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICES LLC | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 19.93% |
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 | 120 | 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) | 120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 235 | $1.1M |
| Vision | DEARBORN LIFE INSURANCE COMPANY | 132 | $17K |
| Life insurance(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 164 | $131K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 138 | $66K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 138 | $66K |
| Prescription drug | BLUECROSS BLUESHIELD OF TEXAS | 235 | $1.1M |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 164 | $116K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 235 | — |
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.