| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WALTER BROWN | 2420 ALTA VISTA DR DENTON, TX 76210 | AETNA LIFE INSURANCE CO | $1K | $0 | $1K | 0.14% |
| CAROL A BAKER3 | 2318 PROMONTORY POINT PLANO, TX 75075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $0 | $12K | 8.08% |
| SALLY ELIZABETH PARKER3 | 309 WINDMILL DRIVE LAVON, TX 75166 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $238 | $3K | 1.80% |
| COLONIAL OF NORTH TEXAS INSURANCE3 Filed as: COLONIAL OF NORTH TEXAS INS G | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $554 | $2K | 1.27% |
| WALTER M SEVERN3 | 101 COUNTY RD 3153 KEMPNER, TX 76539 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $733 | $0 | $733 | 0.49% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $127 | $0 | $127 | 0.09% |
| DAN BOYD3 | 7401 MAPLE DRIVE N RICHLAND HILLS, TX 76180 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | $0 | $84 | 0.06% |
| SHERRY M ALLBRITTON0 | 3809 WINDING RD ARLINGTON, TX 76016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $0 | $64 | 0.04% |
| RUBEN D PEREZ3 | 6352 ALCORN AVE DALLAS, TX 75217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 0.03% |
| AHRENS BENEFITS COMMUNICATIONS INC3 | 4911 HOLLY TREE DR DALLAS, TX 75287 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.03% |
| RONNIE WAYNE HAMILTON3 Filed as: RONNIE W HAMILTON | 5013 WWAY TRL AMARILLO, TX 79109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $0 | $38 | 0.03% |
| CHALSEE CANTRELL3 | 1007 THISTLE DR MESQUITE, TX 75149 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.02% |
| DONNELL EUGENE STANLEY3 | 713 YORKTOWN CT LONGVIEW, TX 75601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $0 | $26 | 0.02% |
| GLADY R ROWAN3 | 202 W LOUISIANA MCKINNEY, TX 75069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.02% |
| MYLES MENDENHALL3 | 17300 PRESTON ROAD DALLAS, TX 75252 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.01% |
| JOE FOSTER3 | 17300 PRESTON RD DALLAS, TX 75252 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.01% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| FRANCISCO X CABRERA3 | P.O. BOX 1871 FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| PATRICIA A YEATS3 | P.O. BOX 500 COPPELL, TX 75019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| DEBORAH A CHILDRESS3 | 5523 BRAZORIA DR GRAND PRAIRIE, TX 75052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC | 500 W 13TH STREET FORTH WORTH, TX 76102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WALTER BROWN PLAN ADMINISTRATOR | Plan Administrator Service code 14 | 2420 ALTA VISTA DR DENTON, TX 76210 | $42K |
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 | 110 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 129 | $957K |
| Life insurance | AETNA LIFE INSURANCE CO | 129 | $809K |
| Other | AETNA LIFE INSURANCE CO | 129 | $809K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 129 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.