| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE, FL. 15 DALLAS, TX 75231 | UNITEDHEALTHCARE INSURANCE COMPANY | $18K | $74K | $92K | 4.98% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE, FL. 15 DALLAS, TX 75231 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | $0 | $13K | 3.63% |
| STACIE R PEARSON3 | 934 CHARLES RIVER CT ALLEN, TX 75013 | AFLAC | $1K | $234 | $2K | 1.67% |
| T ALLEN HOWDESHELL3 Filed as: ALLEN V HUNDLEY | 8796 FOREST CREEK LN ANNA, TX 75409 | AFLAC | $1K | $26 | $1K | 1.27% |
| GAY M HUNDLEY3 | 8796 FOREST CREEK LN ANNA, TX 75409 | AFLAC | $1K | $0 | $1K | 1.24% |
| ANN K GRAVSETH3 | 4528 CEDARBRUSH DR DALLAS, TX 75229 | AFLAC | $1K | $0 | $1K | 1.04% |
| KRISTY ANN MOOREHEAD3 Filed as: KRISTY ANN MOORHEAD | 300 WELCH DR ROYSE CITY, TX 75189 | AFLAC | $454 | $0 | $454 | 0.46% |
| LORI J THOMPSON3 | 1319 W MAIN ST, UNIT 6 GUN BARREL CITY, TX 75156 | AFLAC | $317 | $61 | $378 | 0.38% |
| CYNDE DAVIS3 | 319 W MAIN ST DENISON, TX 75020 | AFLAC | $348 | $0 | $348 | 0.35% |
| JOHN KUNZ3 Filed as: JOHN M KUNZ | 17300 N DALLAS PKWY, STE 1045 ADDISON, TX 75248 | AFLAC | $271 | $55 | $326 | 0.33% |
| TIFFANY KINDLE MILLER3 | 1600 BOXWOOD LN WYLIE, TX 75098 | AFLAC | $299 | $0 | $299 | 0.30% |
| ADAM SHANE HUNDLEY3 | 3257 COTTONTAIL CIR CHINO HILLS, CA 91709 | AFLAC | $264 | $0 | $264 | 0.27% |
| SCOTT WEBB3 | 26729 N 91ST DR PEORIA, AZ 85383 | AFLAC | $225 | $0 | $225 | 0.23% |
| STOOKSBERRY INSURANCE AGENCY LLC3 | PO BOX 451882 GARLAND, TX 75045 | AFLAC | $182 | $0 | $182 | 0.18% |
| KATHERINE A OWEN3 | 1924 ANTWERP AVE PLANO, TX 75025 | AFLAC | $161 | $0 | $161 | 0.16% |
| CANDACE RENEE TREVINO3 | 12594 S STATE HIGHWAY 121 TRENTON, TX 75490 | AFLAC | $135 | $0 | $135 | 0.14% |
| MYRA GAMMEL3 | 1725 S FM 1417, APT 21110 SHERMAN, TX 75092 | AFLAC | $122 | $0 | $122 | 0.12% |
| KEVIN B BAILEY3 | 6200 BROWNSTONE DR. MCKINNEY, TX 75070 | AFLAC | $101 | $0 | $101 | 0.10% |
| MICHAEL B MURPHY3 | 3616 SNAPDRAGON LN MCKINNEY, TX 75070 | AFLAC | $93 | $0 | $93 | 0.09% |
| JAMES A VANDIVER3 | 4516 LOUISVILLE DR PLANO, TX 75093 | AFLAC | $84 | $0 | $84 | 0.09% |
| CAROLYN ANN MCLAUGHLIN3 | 639 E TRIPP RD SUNNYVALE, TX 75182 | AFLAC | $75 | $0 | $75 | 0.08% |
| ROBERT PERRY EVANS JR3 | 14422 COUNTY ROAD X MCLEAN, TX 79057 | AFLAC | $70 | $0 | $70 | 0.07% |
| BRENT LYNN SCHNEIDER3 | 4220 PIKE CT PLANO, TX 75093 | AFLAC | $65 | $0 | $65 | 0.07% |
| GEORGIA ANN KNABE3 | 2112 YUCCA AVE FORT WORTH, TX 76111 | AFLAC | $65 | $0 | $65 | 0.07% |
| ROBIN LEE AVGERENOS3 | 2033 GAYLA CREEK DR LITTLE ELM, TX 75068 | AFLAC | $57 | $0 | $57 | 0.06% |
| RAY PEARSEY3 | 2910 WHISPERING PINE BLVD MELISSA, TX 75454 | AFLAC | $49 | $0 | $49 | 0.05% |
| EPIC3 Filed as: EPIC BENEFITS LLC | 1235 NASA PKWY, APT 1165 HOUSTON, TX 77058 | AFLAC | $49 | $0 | $49 | 0.05% |
| ROSALIND GEORGE3 | 7510 HOLLY HILL DR, APT. 142 DALLAS, TX 75231 | AFLAC | $46 | $0 | $46 | 0.05% |
| CRAIG S DAVIES3 | 531 SANDY LN FLOWER MOUND, TX 75022 | AFLAC | $43 | $0 | $43 | 0.04% |
| SUZANNE LEWIS3 | 101 E PARK BLVD PLANO, TX 75054 | AFLAC | $42 | $0 | $42 | 0.04% |
| LOU HENRY COOPER3 | PO BOX 756 SANGER, TX 76266 | AFLAC | $40 | $0 | $40 | 0.04% |
| CORDETTE B EMPSON3 | 6432 GENSTAR LN DALLAS, TX 75252 | AFLAC | $34 | $0 | $34 | 0.03% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY, STE 1950 ATLANTA, GA 30339 | AFLAC | $32 | $0 | $32 | 0.03% |
| ROBERT SHEPARD COOPER3 | PO BOX 609 SANGER, TX 76266 | AFLAC | $30 | $0 | $30 | 0.03% |
| GENE A STEPHENS3 | PO BOX 7513 FORT WORTH, TX 76111 | AFLAC | $28 | $0 | $28 | 0.03% |
| GARY C KLEIN3 | 3211 SAN SEBASTIAN DR CARROLLTON, TX 75006 | AFLAC | $27 | $0 | $27 | 0.03% |
| KIM REED SMITH3 | 7815 DEERWOOD LAKE DR HUMBLE, TX 77346 | AFLAC | $25 | $0 | $25 | 0.03% |
| BRETT MERLYN BIGELOW3 | 10140 W POTTER DR PEORIA, AZ 85382 | AFLAC | $23 | $0 | $23 | 0.02% |
| BARBARA ANN MCNAUGHTON3 | 4910 CORPORATE DR NW, STE G HUNTSVILLE, AL 35805 | AFLAC | $22 | $0 | $22 | 0.02% |
| THERESA NETTO PHILLIPS3 Filed as: THERESA A CHAMBLISS | 2059 PINE RIVER DR KINGWOOD, TX 77339 | AFLAC | $17 | $0 | $17 | 0.02% |
| PINKIE M HICKS3 | 6208 SOUTHRIDGE PKWY PARKER, TX 75002 | AFLAC | $17 | $0 | $17 | 0.02% |
| MICHAEL A SIMPSON3 | 1318 MONTGOMERY LN SOUTHLAKE, TX 76092 | AFLAC | $15 | $0 | $15 | 0.02% |
| ROBERT L. BLANKENSHIP3 Filed as: ROBERT BLANKENSHIP | 2214 FORELAND DR HOUSTON, TX 77077 | AFLAC | $15 | $0 | $15 | 0.02% |
| JOSEPH P TOTH3 | 4625 FM 2920 RD, #141 SPRING, TX 77388 | AFLAC | $13 | $0 | $13 | 0.01% |
| HARVEY EDWARD MCCREARY JR3 | 717 BOSLEY FATE, TX 75087 | AFLAC | $13 | $0 | $13 | 0.01% |
| RAND G SIMKINS3 | 6508 PINE HILLS LN DENTON, TX 76210 | AFLAC | $13 | $0 | $13 | 0.01% |
| EILEEN KELLY JONES3 | 18714 RIVERTON CREST CT CYPRESS, TX 77433 | AFLAC | $11 | $0 | $11 | 0.01% |
| PATRICIA H SMITH3 | 7200 PRESTON RD, APT 214 PLANO, TX 75024 | AFLAC | $10 | $0 | $10 | 0.01% |
| CHRISTOPHER ALAN HOOD SR3 | 1460 COUNTY ROAD 4553 WINNSBORO, TX 75494 | AFLAC | $9 | $0 | $9 | 0.01% |
| MARK HOERMANN3 | 3315 ELLINGTON DR SACHSE, TX 75048 | AFLAC | $7 | $0 | $7 | 0.01% |
| PAGE W COOPER3 | PO BOX 756 SANGER, TX 76266 | AFLAC | $7 | $0 | $7 | 0.01% |
| FRANKLIN R DAVIES3 | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $6 | $0 | $6 | 0.01% |
| AMERICANIZED BENEFIT CONSULTANTS3 Filed as: AMERICANIZED BENEFITS CONSULTANTS | 9575 KATY FWY, STE 150 HOUSTON, TX 77024 | AFLAC | $6 | $0 | $6 | 0.01% |
| JEFF MUSGROVE3 Filed as: JEFF MUSGRAVE | 31300 STONEBRIDGE PKWY WALLER, TX 77484 | AFLAC | $6 | $0 | $6 | 0.01% |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM C COVINGTON | 1750 WINDY HILL LN PROSPER, TX 75078 | AFLAC | $5 | $0 | $5 | 0.01% |
| RICKY POLSER3 | 1210 COUNTY ROAD 4930 LEONARD, TX 75452 | AFLAC | $5 | $0 | $5 | 0.01% |
| ALICE B STONE3 | 716 FINCH CT CROWLEY, TX 76036 | AFLAC | $5 | $0 | $5 | 0.01% |
| RUSSELL ALLEN TYNAN3 | 8400 SUNSET BLVD, APT 3201 ROWLETT, TX 75088 | AFLAC | $5 | $0 | $5 | 0.01% |
| JOE A DEPASQUAL3 | 814 HILLTOP DR WEATHERFORD, TX 76086 | AFLAC | $4 | $0 | $4 | 0.00% |
| LINDA JANE NEVAREZ3 | 713 BETHANY LAKE BLVD ALLEN, TX 75002 | AFLAC | $3 | $0 | $3 | 0.00% |
| WENDY CRUZ3 | 3560 ELM BOTTOM CIR AUBREY, TX 76227 | AFLAC | $3 | $0 | $3 | 0.00% |
| MICHAEL GRASS3 | 21707 KINGSLAND BLVD, STE 105 KATY, TX 77450 | AFLAC | $3 | $0 | $3 | 0.00% |
| MARCO JOE KLIMEK3 | 5729 LEBANON RD, STE. 144590 FRISCO, TX 75034 | AFLAC | $2 | $0 | $2 | 0.00% |
| JOHN M JOHNSON3 | 2150 W NORTHWEST HWY, STE 114 GRAPEVINE, TX 76051 | AFLAC | $2 | $0 | $2 | 0.00% |
| DAVID D SIMPSON3 | 7724 TAMARRON CT NORTH RICHLAND HILLS, TX 76182 | AFLAC | $1 | $0 | $1 | 0.00% |
| BYRON RECE SUTHERLIN3 | 825 TEALWOOD CIR FLOWER MOUND, TX 75208 | AFLAC | $1 | $0 | $1 | 0.00% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 365 | $1.8M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 365 | $1.8M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 365 | $1.8M |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 220 | $366K |
| Short-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 220 | $366K |
| Long-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 220 | $366K |
| Other(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 220 | $464K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 365 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.