| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | BLUE CROSS BLUE SHIELD OF TEXAS | $84K | — | $84K | 1.36% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | METROPOLITAN LIFE INSURANCE COMPANY | $45K | $4K | $48K | 11.38% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM & ASSOCIATES | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $42K | $0 | $42K | 10.00% |
| AMWINS3 | 18940 NORTH PIMA RD SUITE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | $0 | $11K | 2.70% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $17K | $0 | $17K | 10.00% |
| AMWINS3 | 18940 NORTH PIMA RD SUITE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $4K | $6K | 3.65% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 NORTH PIMA RD SUITE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 1.35% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | $0 | $13K | 10.00% |
| AMWINS3 | 18940 NORTH PIMA RD SUITE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $3K | $5K | 3.67% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 NORTH PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 1.33% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | VISION SERVICE PLAN | $0 | $5K | $5K | 7.33% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $3K | $336 | $3K | 14.68% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 10.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 NORTH PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $527 | $469 | $996 | 5.00% |
| AMWINS3 | 18940 NORTH PIMA RD SUITE 210 SCOTTSDALE, AZ 85255 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $189 | $189 | 0.95% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | SAFEGUARD HEALTH PLANS, INC. A TEXAS CORPORATION | $1K | $3 | $1K | 6.55% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | VISION SERVICE PLAN | — | — | $0 | 0.00% |
| HIGGINBOTHAM INS AGENCY INC3 | 500 W 13TH STREET PO BOX 908 FORT WORTH, TX 76101 | SAFEGUARD HEALTH PLANS, INC. A FLORIDA CORPORATION | $141 | $6 | $147 | 16.33% |
| AMWINS3 | 18940 NORTH PIMA RD SUITE 210 SCOTTSDALE, AZ 85255 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $0 | $87 | $87 | 100.00% |
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 | 556 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 561 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 1,099 | $6.1M |
| Dental(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 875 | $465K |
| Vision(2 contracts) | VISION SERVICE PLAN | 563 | $71K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,335 | $418K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,095 | $132K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,249 | $171K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF TEXAS | 1,099 | $6.1M |
| Other(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,335 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,335 | — |
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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.