| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIANNE L MARTIN3 Filed as: DIANNE WALL, INC. | 6937 SOUTH BELL STREET AMARILLO, TX 79109 | 5STAR LIFE INSURANCE COMPANY | $494 | $0 | $494 | 1.85% |
| INSURICA, INC.3 Filed as: INSURICA | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | 5STAR LIFE INSURANCE COMPANY | $149 | $0 | $149 | 0.56% |
| JULIE L. HULSEY, LP3 Filed as: JULIE L. HULSEY LP | 6601 WEST INTERSTATE 40, SUITE 1 AMARILLO, TX 79106 | 5STAR LIFE INSURANCE COMPANY | $71 | $0 | $71 | 0.27% |
| INSURICA, INC.3 | PO BOX 25928 OKLAHOMA CITY, OK 73125 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 10.02% |
| INSURICA, INC.3 Filed as: INSURICA | 301 SOUTH POLK STREET, SUITE 300 AMARILLO, TX 79101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $939 | $0 | $939 | 7.50% |
| LOGAN TIFFANY3 | 7810 LEGACY PARKWAY AMARILLO, TX 79119 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $800 | $0 | $800 | 6.39% |
| ALEXANDRIA ANTOINETTE WILHELM3 | 7414 NEW ENGLAND PARKWAY AMARILLO, TX 79119 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $139 | $0 | $139 | 1.11% |
| INSURICA, INC.3 Filed as: INSURICA | 301 SOUTH POLK STREET, SUITE 600 AMARILLO, TX 79101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $220 | $0 | $220 | 19.66% |
| INSURICA, INC.3 Filed as: INSURICA | 301 SOUTH POLK STREET, SUITE 300 AMARILLO, TX 79101 | ASSURITY LIFE INSURANCE COMPANY | $255 | $0 | $255 | 28.65% |
| DIANNE L MARTIN3 Filed as: DIANNE WALL, INC. | 6937 SOUTH BELL STREET AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $252 | $0 | $252 | 28.31% |
| LOGAN TIFFANY3 Filed as: LOGAN THOMAS TIFFANY | 7810 LEGACY PARKWAY AMARILLO, TX 79119 | ASSURITY LIFE INSURANCE COMPANY | $239 | $0 | $239 | 26.85% |
| CARTER-CRUTCHFIELD, INC.3 | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $67 | $0 | $67 | 7.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $61 | $0 | $61 | 6.85% |
| WORKSITE MARKETING CONCEPTS INC3 Filed as: WORKSITE MARKETING CONCEPTS, INC. | UNKNOWN AMARILLO, TX 79109 | ASSURITY LIFE INSURANCE COMPANY | $16 | $0 | $16 | 1.80% |
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 | 138 | 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) | 138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 230 | $14K |
| Life insurance(3 contracts, 3 carriers) | 5STAR LIFE INSURANCE COMPANY | 138 | $40K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 138 | $13K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 138 | $13K |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 138 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 230 | — |
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.