| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DR SUITE 125 DALLAS, TX 75254 | BLUE CROSS BLUE SHIELD | $119K | — | $119K | 3.54% |
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DRIVE SUITE 125 LB15 DALLAS, TX 752547070 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $20K | — | $20K | 15.00% |
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DRIVE SUITE 125 LOCK BOX 15 DALLAS, TX 752547070 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 6.00% |
| LARRY K. ANDERS3 Filed as: LARRY W. BURGESS | 14881 QUORUM DRIVE SUITE 125 DALLAS, TX 75254 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 4.50% |
| JOHN T TASI-MEU-CHONG3 | 3308 PRESTON ROAD SUITE 350 PMB 185 PLANO, TX 75093 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 4.50% |
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DRIVE SUITE 125 DALLAS, TX 752547070 | UNION SECURITY INSURANCE COMPANY | $9K | — | $9K | 10.00% |
| JOSEPH D. FARNER3 | 3715 LONESOME CREEK RD GRANBURY, TX 76049 | AFLAC | $4K | $292 | $5K | 10.50% |
| WILMA GALE JOHNSON3 Filed as: WILMA JOHNSON | 4100 ELDORADO PKWY STE 100387 MCKINNEY, TX 75070 | AFLAC | $655 | $58 | $713 | 1.58% |
| ROBERT SHEPARD COOPER3 Filed as: ROBERT COOPER | PO BOX 609 SANGER, TX 76266 | AFLAC | $390 | $58 | $448 | 0.99% |
| JERRY M. SHULER3 Filed as: JERRY M SHULER | 13500 MIDWAY ROAD SUITE 401 DALLAS, TX 75244 | AFLAC | $269 | — | $269 | 0.59% |
| RAND G SIMKINS3 Filed as: RAND G. SIMKINS | 1237 SHAWNEE TRAIL CARROLLTON, TX 75007 | AFLAC | $248 | — | $248 | 0.55% |
| SCOTT WEBB3 | 2355 W PINNACLE PEAK ROAD STE 380 PHOENIX, AZ 85027 | AFLAC | $187 | — | $187 | 0.41% |
| BRYAN TUCKER3 Filed as: BRYAN D. TUCKER | 24654 N LAKE PLEASANT PKWY 103-485 PEORIA, AZ 85383 | AFLAC | $159 | — | $159 | 0.35% |
| BILLY DALE ELKINS3 | 1024 BOURLAND ROAD KELLER, TX 76248 | AFLAC | $157 | — | $157 | 0.35% |
| STEPHANIE KAY CENTER3 | 14812 LITTLE ANNE DR LITTLE ELM, TX 75068 | AFLAC | $95 | — | $95 | 0.21% |
| EDWIN R SPICER3 | 4319 PLANTATION BEND DICKINSON, TX 77539 | AFLAC | $65 | — | $65 | 0.14% |
| BRENT LYNN SCHNEIDER3 | 3801 FALL WHEAT DRIVE PLANO, TX 75075 | AFLAC | $61 | — | $61 | 0.13% |
| THOMAS ANGEL3 | 15714 WHITE SUMMIT CT HOUSTON, TX 77044 | AFLAC | $57 | — | $57 | 0.13% |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM C. COVINGTON | 2340 E TRINITY MILLS RD STE 300 CARROLLTON, TX 75006 | AFLAC | $56 | — | $56 | 0.12% |
| ROBERT POTTER3 | 445 CANYON DR MESQUITE, NV 89027 | AFLAC | $51 | — | $51 | 0.11% |
| FRANKLIN R DAVIES3 | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75070 | AFLAC | $27 | — | $27 | 0.06% |
| LYDIA SHUTT3 | 4604 S LAMAR BLVD APT C305 AUSTIN, TX 78745 | AFLAC | $26 | — | $26 | 0.06% |
| DEANNA B SIMKINS3 | 1237 SHAWNEE TRL CARROLLTON, TX 75007 | AFLAC | $23 | — | $23 | 0.05% |
| DENNIS ESCOBAR3 | 2012 JONQUIL MCALLEN, TX 78501 | AFLAC | $21 | — | $21 | 0.05% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: DWIGHT A. BROWN | 837 CAMINO VISTAS ENCANTADA SANTA FE, NM 87507 | 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% |
| OVATION HEALTH & LIFE SERVICES INC3 | 6315 CRESTED BUTTE DRIVE DALLAS, TX 75252 | AFLAC | $14 | — | $14 | 0.03% |
| BARBARA ANN MCNAUGHTON3 Filed as: BARBARA MCNAUGHTON | 10000 N 31ST AVE STE C107 PHOENIX, AZ 85051 | AFLAC | $13 | — | $13 | 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% |
| RICKY POLSER3 | 1210 COUNTY ROAD 4930 LEONARD, TX 75452 | AFLAC | $11 | — | $11 | 0.02% |
| WESLEY LEGRAND WILLIAMS JR3 Filed as: WESLEY WILLIAMS JR | 2137 S WICHITA ST WICHITA, KS 67213 | AFLAC | $10 | — | $10 | 0.02% |
| MANUEL LUJAN INSURANCE INC.3 | 4801 INDIAN SCHOOL ROAD NE SUITE 100 ALBUQUERQUE, NM 87110 | AFLAC | $10 | — | $10 | 0.02% |
| PHILIP M CHURCHILL3 | 2000 AVONLEA PL APT 202 WOODSTOCK, GA 30189 | AFLAC | $7 | — | $7 | 0.02% |
| GARY C KLEIN3 Filed as: GARY KLEIN | 5924 BALFOUR CT STE 100 CARLSBAD, CA 92008 | AFLAC | $6 | — | $6 | 0.01% |
| MICHAEL KAUFMAN3 | 3818 LOS ALTOS AVE NE ALBUQUERQUE, NM 87110 | AFLAC | $6 | — | $6 | 0.01% |
| LAWRENCE L CASTILLO3 Filed as: LAWRENCE L. CASTILLO | 3308 EL MALECON RD NW ALBUQUERQUE, NM 87120 | AFLAC | $6 | — | $6 | 0.01% |
| BENEFITS AT WORK LLC3 Filed as: BENEFITS AT WORK | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $6 | — | $6 | 0.01% |
| JOSH MURILLO3 | 5959 GATEWAY BLVD W SUITE 620 EL PASO, TX 79925 | AFLAC | $4 | — | $4 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL L ALLEY | 5200 MEADOWS RD SUITE 150 LAKE OSWEGO, OR 97035 | AFLAC | $3 | — | $3 | 0.01% |
| HARVEY EDWARD MCCREARY JR3 Filed as: HARVEY MCCREARY JR | 273 BELLWOOD DR GARLAND, TX 75040 | AFLAC | $3 | — | $3 | 0.01% |
| JOE A DEPASQUAL3 Filed as: JOE DEPASQUAL | 403 N FM 113 WEATHERFORD, TX 76088 | AFLAC | $3 | — | $3 | 0.01% |
| ANDREW MARCHI3 | 28 CERRO DEL ALAMO SANTA FE, NM 87507 | AFLAC | $2 | — | $2 | 0.00% |
| TANNER R KING3 Filed as: TANNER KING | 1909 N NICKELTON ST WICHITA, KS 67235 | AFLAC | $2 | — | $2 | 0.00% |
| CALEB GILMOUR3 | 515 S MAIN ST STE 105 WICHITA, KS 67202 | AFLAC | $1 | — | $1 | 0.00% |
| DAVID B MOSKOWITZ3 Filed as: DAVID B. MOSKOWITZ | 6738 N 79TH PLACE SCOTTSDALE, AZ 85250 | AFLAC | $1 | — | $1 | 0.00% |
| JUDY LAFEMINA3 | PO BOX 2129 FRISCO, TX 75034 | AFLAC | $1 | — | $1 | 0.00% |
| VERNON P HERRERA3 Filed as: VERNON HERRERA | P O BOX 310 SANTA FE, NM 87504 | AFLAC | $1 | — | $1 | 0.00% |
| LARRY D DENNY3 Filed as: LARRY MARONEY | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | — | — | $0 | 0.00% |
| TODD E SHENBERGER3 Filed as: TODD SHENBERGER | 3620 WYOMING BLVD NE SUITE 6033 ALBUQUERQUE, NM 87111 | AFLAC | — | — | $0 | 0.00% |
| ED ELLISON3 | 1776 BLACK RIVER DR NE RIO RANCHO, NM 87144 | AFLAC | — | — | $0 | 0.00% |
| JOAQUIN M DAVILA3 Filed as: JOAQUIN DAVILA | 221 N KANSAS ST STE 729 EL PASO, TX 79901 | AFLAC | — | — | $0 | 0.00% |
| GORDON YOUNGBLOOD3 | 14881 QUORUM DR SUITE 125 DALLAS, TX 75254 | SUPERIOR VISION PLAN | $3K | — | $3K | 13.90% |
| GORDON YOUNGBLOOD3 Filed as: GORDON R. YOUNGBLOOD | 14881 QUORUM DRIVE DALLAS, TX 75254 | UNITED DENTAL CARE OF TEXAS, INC. | $2K | — | $2K | 10.00% |
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 | 257 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 257 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 495 | $3.4M |
| Dental | UNION SECURITY INSURANCE COMPANY | 119 | $93K |
| Vision | SUPERIOR VISION PLAN | 343 | $22K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 370 | $135K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 89 | $115K |
| Prescription drug | BLUE CROSS BLUE SHIELD | 495 | $3.4M |
| Other(2 contracts, 2 carriers) | AFLAC | 65 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 495 | — |
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.