| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURICA, INC.3 | PO BOX 25928 OKLAHOMA CITY, OK 73125 | PRINCIPAL LIFE INSURANCE COMPANY | $9K | $5K | $14K | 15.43% |
| 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 | $5K | $0 | $5K | 9.34% |
| LOGAN TIFFANY3 | 7810 LEGACY PARKWAY AMARILLO, TX 79119 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 3.97% |
| ALEXANDRIA ANTOINETTE WILHELM3 | 7414 NEW ENGLAND PARKKWAY AMARILLO, TX 79119 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $949 | $0 | $949 | 1.70% |
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICE | 301 SOUTH POLK STREET, SUITE 300 AMARILLO, TX 79101 | ASSURITY LIFE INSURANCE COMPANY | $3K | $0 | $3K | 7.58% |
| LOGAN TIFFANY3 Filed as: LOGAN THOMAS TIFFANY | 7810 LEGACY PARKWAY AMARILLO, TX 79119 | ASSURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 7.09% |
| DIANNE L MARTIN3 Filed as: DIANNE WALL, INC. | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.31% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVIVES, INC. | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $552 | $0 | $552 | 1.57% |
| CARTER-CRUTCHFIELD, INC.3 Filed as: CARTER CRUTHFIELD, INC. | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $519 | $0 | $519 | 1.47% |
| WORKSITE MARKETING CONCEPTS INC3 Filed as: WORKSITE MARKETING CONCEPTS, INC. | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $157 | $0 | $157 | 0.45% |
| ALEXANDRIA ANTOINETTE WILHELM3 | 7414 NEW ENGLAND PARKWAY AMARILLO, TX 79119 | ASSURITY LIFE INSURANCE COMPANY | $8 | $0 | $8 | 0.02% |
| DIANNE L MARTIN3 Filed as: DIANNE WALL, INC. | 6937 SOUTH BELL STREET AMARILLO, TX 79109 | 5STAR LIFE INSURANCE COMPANY | $484 | $0 | $484 | 1.84% |
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICE | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | 5STAR LIFE INSURANCE COMPANY | $149 | $0 | $149 | 0.57% |
| JULIE L. HULSEY, LP3 Filed as: JULIE L. HULSEY LP | 6601 WEST INTERSTATE 40 AMARILLO, TX 79106 | 5STAR LIFE INSURANCE COMPANY | $71 | $0 | $71 | 0.27% |
| INSURICA, INC.3 Filed as: INSURICA DFB INSURANCE SERVICE | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 19.99% |
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 | 140 | 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) | 140 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 234 | $90K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 142 | $82K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 142 | $56K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 142 | $56K |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 165 | $98K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 234 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.