| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMMERCIAL UNDERWRITERS INC3 | — | BLUECROSS BLUESHIELD OF TEXAS | — | $43K | $43K | 4.51% |
| ROGERS BENEFIT GROUP INC3 | — | BLUECROSS BLUESHIELD OF TEXAS | $10K | — | $10K | 1.00% |
| JAMES ARTHUR VOLLMER3 | 401 N CARROLL AVE STE 207 SOUTHLAKE, TX 760926407 | PRINCIPAL LIFE INSURANCE COMPANY | $5K | — | $5K | 10.05% |
| BLANTON, LISA3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 35.63% |
| SELLORS, MICHELE3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 31.17% |
| TRULY B. PINEDA3 Filed as: TRULY, TRACI | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 27.48% |
| GUERRERO SOLIS JR3 Filed as: GUERRERO, SHELLY | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 13.56% |
| HOSKING, LIAM3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 11.25% |
| FOJTASEK, JARED3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 8.80% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN, BOB | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 7.57% |
| SAUCEDO, AMARA3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 7.24% |
| WALLENBERG, BRITNEY3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 6.91% |
| POPE INSURANCE LLC3 Filed as: POPE, THOMAS | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 6.70% |
| POZOS, MARIELA3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $856 | — | $856 | 4.38% |
| KEITH LEPACK3 Filed as: KEITH, KENNETH | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $767 | — | $767 | 3.93% |
| COLE PAPE3 Filed as: COLE, LAURA | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $608 | — | $608 | 3.11% |
| ESTETE, HELEN3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $578 | — | $578 | 2.96% |
| GELAW, TEMESGEN3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $486 | — | $486 | 2.49% |
| GEBHARDT, CHRISTOPHER3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $407 | — | $407 | 2.08% |
| BRADLEY BOLICK3 Filed as: BRADLEY, JENNIFER | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $168 | — | $168 | 0.86% |
| SOLOMON F SCHICK & ASSOCIATES INC3 Filed as: SOLOMON, ETHEL | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $145 | — | $145 | 0.74% |
| THE RICHARDS GROUP3 Filed as: RICHARDS, CHRISTOPHER | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $138 | — | $138 | 0.71% |
| HARRY LORE3 Filed as: HARRY, ABBREA | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $67 | — | $67 | 0.34% |
| FLOWERS AGENCY LLC3 Filed as: FLOWERS, DEANA | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $25 | — | $25 | 0.13% |
| CANTRELL, THOMAS3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $22 | — | $22 | 0.11% |
| BOURDON, MICHELLE3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $9 | — | $9 | 0.05% |
| SPLAWN, BRITTANY3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $8 | — | $8 | 0.04% |
| FISCHER ROUNDS & ASSOCIATES INC3 Filed as: FISCHER, WILLIAM | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| SPEISER, JENNY3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| WILMA GALE JOHNSON3 | 4100 ELDORADO PKWY STE 100387 MCKINNEY, TX 75070 | AFLAC | $349 | — | $349 | 2.11% |
| MICHAEL RAY ROBINS3 | 3909 SUNDEW CT PLANO, TX 75093 | AFLAC | $322 | — | $322 | 1.95% |
| H PATRICK BRUMLEY3 | 1524 TWISTLEAF RD ARGYLE, TX 76226 | AFLAC | $150 | — | $150 | 0.91% |
| SHARYL K BATHE3 Filed as: SHARYL K JUNEAU | 620 ODD FELLOW RD MATTOON, IL 61938 | AFLAC | $78 | — | $78 | 0.47% |
| TAMMYE DEE ISBELL3 | 132 MOCKINGBIRD LN JACKSBORO, TX 76458 | AFLAC | $78 | — | $78 | 0.47% |
| LEANN RENEE BRUMLEY3 | 1524 TWISTLEAF RD ARGYLE, TX 76226 | AFLAC | $73 | — | $73 | 0.44% |
| TARA MCKNIGHT3 | 3909 SUNDEW CT PLANO, TX 75093 | AFLAC | $67 | — | $67 | 0.41% |
| SHARYL K BATHE3 | 620 ODD FELLOW RD MATTOON, IL 61938 | AFLAC | $56 | — | $56 | 0.34% |
| LEANN RENEE BRUMLEY3 | 4 GLENDALE CT TROPHY CLUB, TX 76262 | AFLAC | $52 | — | $52 | 0.32% |
| FRANKLIN R DAVIES3 | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $49 | — | $49 | 0.30% |
| KENNETH B ISBELL3 | 132 MOCKINGBIRD LN JACKSBORO, TX 76458 | AFLAC | $49 | — | $49 | 0.30% |
| CRAIG S DAVIES3 | 401 BOYD DR APT 5106 GRAPEVINE, TX 76051 | AFLAC | $48 | — | $48 | 0.29% |
| CRAIG S DAVIES3 | 531 SANDY LN FLOWER MOUND, TX 75022 | AFLAC | $48 | — | $48 | 0.29% |
| ALEXANDRIA NICOLE ARNOLD3 | 4100 ELDORADO PKWY STE 100387 MCKINNEY, TX 75070 | AFLAC | $44 | — | $44 | 0.27% |
| ROBERT PERRY EVANS JR3 | 14422 COUNTY ROAD X MCLEAN, TX 79057 | AFLAC | $34 | — | $34 | 0.21% |
| GARY C KLEIN3 | 3211 SAN SEBASTIAN DR CARROLLTON, TX 75006 | AFLAC | $20 | — | $20 | 0.12% |
| GREGORY LAKE JONES3 | 14901 QUORUM DR STE 850 DALLAS, TX 75254 | AFLAC | $17 | — | $17 | 0.10% |
| GREGORY LAKE JONES3 | 433 LAS COLINAS BLVD E STE 1150 IRVING, TX 75039 | AFLAC | $12 | — | $12 | 0.07% |
| DAVID M COUGHLIN3 | 2229 WHITE MIST DR LAS VEGAS, NV 89134 | AFLAC | $12 | — | $12 | 0.07% |
| HARVEY EDWARD MCCREARY JR3 | 273 BELLWOOD DR GARLAND, TX 75040 | AFLAC | $10 | — | $10 | 0.06% |
| RICKY POLSER3 | 1210 COUNTY ROAD 4930 LEONARD, TX 75452 | AFLAC | $4 | — | $4 | 0.02% |
| COMMERCIAL UNDERWRITERS INC3 Filed as: COMMERCIAL UNDERWRITERS, INC | 3515 SYCAMORE SCHOOL RD STE 125.333 FORT WORTH, TX 76133 | DEARBORN LIFE INSURANCE COMPANY | $2K | — | $2K | 14.99% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP, INC | 5110 N 40TH STREET #234 PHOENIX, AZ 85018 | DEARBORN LIFE INSURANCE COMPANY | — | $776 | $776 | 4.99% |
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 | 108 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 145 | $957K |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 170 | $70K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 170 | $53K |
| Life insurance(2 contracts, 2 carriers) | LIBERTY NATIONAL LIFE INSURANCE COMPANY | 105 | $35K |
| Short-term disability | AFLAC | 18 | $17K |
| Other(3 contracts, 3 carriers) | LIBERTY NATIONAL LIFE INSURANCE COMPANY | 105 | $52K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 170 | — |
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.