| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DR SUITE 125 LB15 DALLAS, TX 75254 | BLUE CROSS BLUE SHIELD | $99K | $2K | $102K | 3.46% |
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DRIVE SUITE 125 LB15 DALLAS, TX 752547070 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $18K | — | $18K | 15.00% |
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DRIVE SUITE 125 LB 15 DALLAS, TX 752547070 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 5.45% |
| LARRY K. ANDERS3 Filed as: LARRY W. BURGESS | 14881 QUORUM DRIVE SUITE 125 DALLAS, TX 75254 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 4.08% |
| JOHN T TASI-MEU-CHONG3 Filed as: JOHN T. TSAI-MEU-CHONG | 3308 PRESTON ROAD SUITE 350-185 DALLAS, TX 75093 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 4.08% |
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DRIVE SUITE 125 LB15 DALLAS, TX 752547070 | UNION SECURITY INSURANCE COMPANY | $8K | — | $8K | 10.01% |
| JOSEPH D. FARNER3 | 3715 LONESOME CREEK RD GRANBURY, TX 76049 | AFLAC | $3K | — | $3K | 6.26% |
| RAND G SIMKINS3 Filed as: RAND G. SIMKINS | 1237 SHAWNEE TRAIL CARROLLTON, TX 75007 | AFLAC | $269 | — | $269 | 0.66% |
| JERRY M. SHULER3 Filed as: JERRY M SHULER | 13500 MIDWAY ROAD SUITE 401 DALLAS, TX 75244 | AFLAC | $269 | — | $269 | 0.66% |
| SCOTT WEBB3 | 2155 W PINNACLE PEAK ROAD STE 205 PHOENIX, AZ 85027 | AFLAC | $202 | — | $202 | 0.49% |
| BILLY DALE ELKINS3 | 1024 BOURLAND ROAD KELLER, TX 76248 | AFLAC | $168 | — | $168 | 0.41% |
| BRYAN TUCKER3 Filed as: BRYAN D. TUCKER | 24654 N LAKE PLEASANT PKWY 103-485 PEORIA, AZ 85383 | AFLAC | — | $164 | $164 | 0.40% |
| WILMA GALE JOHNSON Filed as: WILMA JOHNSON | 4100 ELDORADO PARKWAY SUITE 100387 MCKINNEY, TX 75070 | AFLAC | $107 | — | $107 | 0.26% |
| STEPHANIE KAY CENTER3 | 14812 LITTLE ANNE DR LITTLE ELM, TX 75068 | AFLAC | $107 | — | $107 | 0.26% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: DWIGHT A. BROWN | 837 CAMINO VISTAS ENCANTADA SANTA FE, NM 87507 | AFLAC | $99 | — | $99 | 0.24% |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM C. COVINGTON | 2340 E TRINITY MILLS RD STE 300 CARROLLTON, TX 75006 | AFLAC | $96 | — | $96 | 0.23% |
| ROBERT POTTER3 | 445 CANYON DR MESQUITE, NV 89027 | AFLAC | $67 | — | $67 | 0.16% |
| EDWIN R SPICER3 | 4319 PLANTATION BEND ST DICKINSON, TX 77539 | AFLAC | $65 | — | $65 | 0.16% |
| BRENT LYNN SCHNEIDER3 | 3801 FALL WHEAT DRIVE PLANO, TX 75075 | AFLAC | $63 | — | $63 | 0.15% |
| MANUEL LUJAN INSURANCE INC.3 | 4801 INDIAN SCHOOL ROAD NE SUITE 100 ALBUQUERQUE, NM 87110 | AFLAC | $62 | — | $62 | 0.15% |
| THOMAS ANGEL3 | 15714 WHITE SUMMIT CT HOUSTON, TX 77044 | AFLAC | $57 | — | $57 | 0.14% |
| MICHAEL KAUFMAN3 | 3818 LOS ALTOS AVE NE RIO RANCHO, NM 87124 | AFLAC | $37 | — | $37 | 0.09% |
| FRANKLIN R DAVIES3 | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75070 | AFLAC | $27 | — | $27 | 0.07% |
| LYDIA SHUTT | 500 ENTERPRISE AVE 113 LEAGUE CITY, TX 77573 | AFLAC | $26 | — | $26 | 0.06% |
| DEANNA B SIMKINS3 | 1237 SHAWNEE TRL CARROLLTON, TX 75007 | AFLAC | $23 | — | $23 | 0.06% |
| DENNIS ESCOBAR3 | 2012 JONQUIL AVE MCALLEN, TX 78501 | AFLAC | $21 | — | $21 | 0.05% |
| JOSH MURILLO3 | 5959 GATEWAY BLVD W SUITE 620 EL PASO, TX 79925 | AFLAC | $21 | — | $21 | 0.05% |
| MICHAEL C WALKER3 Filed as: MICHAEL L ALLEY | 5200 MEADOWS RD SUITE 150 LAKE OSWEGO, OR 97035 | AFLAC | $20 | — | $20 | 0.05% |
| OVATION HEALTH & LIFE SERVICES INC3 | 6315 CRESTED BUTTE DRIVE DALLAS, TX 75252 | AFLAC | $17 | — | $17 | 0.04% |
| GARY W PHILLIPS3 | 12015 GREENWOOD ESTATES ST HOUSTON, TX 77066 | AFLAC | $16 | — | $16 | 0.04% |
| ROBERT PERRY EVANS JR3 | 1031 SADDLEBROOK DRIVE LUCAS, TX 75002 | AFLAC | $14 | — | $14 | 0.03% |
| NANCY E ODOM Filed as: NANCY ODOM | 9330 LYNDON B JOHNSON FWY STE 1125 DALLAS, TX 75243 | AFLAC | $14 | — | $14 | 0.03% |
| GCG FINANCIAL LLC3 Filed as: DICKERSON & VARELA INS AGENCY INCD | 111 A HARMON CIRCLE BLUE RIDGE, TX 75424 | AFLAC | $12 | — | $12 | 0.03% |
| ANDREW MARCHI3 | 28 CERRO DEL ALAMO SANTA FE, NM 87507 | AFLAC | $9 | — | $9 | 0.02% |
| DAVID B MOSKOWITZ3 Filed as: DAVID B. MOSKOWITZ | 6738 N 79TH PLACE SCOTTSDALE, AZ 85250 | AFLAC | $8 | — | $8 | 0.02% |
| PHILIP M CHURCHILL3 | 2000 AVONLEA PL APT 202 WOODSTOCK, GA 30189 | AFLAC | $7 | — | $7 | 0.02% |
| BENEFITS AT WORK LLC3 Filed as: BENEFITS AT WORK | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $6 | — | $6 | 0.01% |
| JUDY LAFEMINA | PO BOX 2129 FRISCO, TX 75034 | AFLAC | $1 | — | $1 | 0.00% |
| LAWRENCE L CASTILLO3 | 3308 EL MALECON RD NW A ALBUQUERQUE, NM 87120 | AFLAC | — | — | $0 | 0.00% |
| GORDON YOUNGBLOOD | 14881 QUORUM DRIVE SUITE 125 LB15 DALLAS, TX 75254 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $2K | — | $2K | 10.96% |
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DRIVE STE 125 LB15 DALLAS, TX 75254 | UNITED DENTAL CARE OF TEXAS, INC. | $2K | — | $2K | 9.99% |
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 | 241 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 506 | $2.9M |
| Dental | UNION SECURITY INSURANCE COMPANY | 100 | $75K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 245 | $17K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 241 | $123K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 75 | $102K |
| Prescription drug | BLUE CROSS BLUE SHIELD | 506 | $2.9M |
| Other(2 contracts, 2 carriers) | AFLAC | 69 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 506 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.