| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LUBBOCK INSURANCE PARTNERS, LP3 | 7335 W 82ND ST LUBBOCK, TX 79424 | BLUE CROSS BLUE SHIELD OF TEXAS | $145K | $0 | $145K | 2.07% |
| RICKY M JOHNSON3 | P.O. BOX 830 WOLFFORTH, TX 79382 | BLUE CROSS BLUE SHIELD OF TEXAS | $48K | $5K | $53K | 0.75% |
| LUBBOCK INSURANCE PARTNERS, LP3 | P.O. BOX 830 WOLFFORTH, TX 79382 | COLONIAL LIFE & ACCIDENT COMPANY | $81K | $0 | $81K | 8.93% |
| THE CAPITAL GROUP LLC3 Filed as: CAPITAL FINANCIAL STRATEGIES, INC. | 4402 93RD DR LUBBOCK, TX 79424 | COLONIAL LIFE & ACCIDENT COMPANY | $42K | $10K | $52K | 5.70% |
| PAULA GAIL NEAL3 | 604 FM 41 LUBBOCK, TX 79423 | COLONIAL LIFE & ACCIDENT COMPANY | $18K | $4K | $22K | 2.39% |
| CAROL LEE HOLDEN3 | 5312 RADIANT LANE AMARILLO, TX 79109 | COLONIAL LIFE & ACCIDENT COMPANY | $8K | $382 | $8K | 0.87% |
| KIANA CHEYENNE ALEMAN3 | 500 NW AVE H HAMLIN, TX 79520 | COLONIAL LIFE & ACCIDENT COMPANY | $6K | $0 | $6K | 0.63% |
| FRANCIS M ALEMAN3 | P.O. BOX 234 WINTERS, TX 79567 | COLONIAL LIFE & ACCIDENT COMPANY | $5K | $321 | $5K | 0.59% |
| MICHAEL W JOINER3 Filed as: MICHAEL DON PRICE | 8202 CLINTON AVE LUBBOCK, TX 79424 | COLONIAL LIFE & ACCIDENT COMPANY | $351 | $0 | $351 | 0.04% |
| THORTON TREADWELL THOMAS3 | 3013 56TH ST LUBBOCK, TX 79413 | COLONIAL LIFE & ACCIDENT COMPANY | $313 | $0 | $313 | 0.03% |
| HILLARY JEAN ESTRADA3 | 1500 INDUSTRIAL BLVD ABILENE, TX 79602 | COLONIAL LIFE & ACCIDENT COMPANY | $217 | $0 | $217 | 0.02% |
| WAYMON RUSSELL COX3 | 2605 HOUSTON CT GRANBURY, TX 76048 | COLONIAL LIFE & ACCIDENT COMPANY | $100 | $104 | $204 | 0.02% |
| WT WORKSITE SOLUTIONS LLC3 | 9300 PLANTATION DR CANYON, TX 79015 | COLONIAL LIFE & ACCIDENT COMPANY | $39 | $0 | $39 | 0.00% |
| MPART BENEFITS INC3 Filed as: MPART BENEFITS, INC. | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT COMPANY | $16 | $0 | $16 | 0.00% |
| CRAIG LEE KREUTZER3 Filed as: CRAIG LEE HOLDEN | 1112 WILSON DR LANTANA, TX 76226 | COLONIAL LIFE & ACCIDENT COMPANY | $8 | $0 | $8 | 0.00% |
| VIRGINIA LEDER-CLARK3 | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT COMPANY | $5 | $0 | $5 | 0.00% |
| ROBERT J HUMPHREY3 | 9043 SANDSTONE HOUSTON, TX 77036 | COLONIAL LIFE & ACCIDENT COMPANY | $4 | $0 | $4 | 0.00% |
| MISTY MITCHELL3 | 6333 DAVIS ROAD MANSFIELD, TX 76140 | COLONIAL LIFE & ACCIDENT COMPANY | $2 | $0 | $2 | 0.00% |
| KENNETH B BOYLES3 Filed as: KENNETH BOYLES | 28918 TWISTED OAK DR SHENANDOAH, TX 77381 | COLONIAL LIFE & ACCIDENT COMPANY | $1 | $0 | $1 | 0.00% |
| LUBBOCK INSURANCE PARTNERS, LP3 | 7335 W 82ND ST LUBBOCK, TX 79424 | BLUE CROSS BLUE SHIELD OF TEXAS | $28K | $0 | $28K | 7.45% |
| RICKY M JOHNSON3 | P.O. BOX 30 WOLFFORTH, TX 79382 | BLUE CROSS BLUE SHIELD OF TEXAS | $10K | $5K | $15K | 3.85% |
| RICKY M JOHNSON3 | P.O. BOX 380 WOLFFORTH, TX 79382 | DEARBORN LIFE INSURANCE COMPANY | $23K | — | $23K | 13.67% |
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 | 1,080 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,080 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 1,080 | $7.0M |
| Dental | BLUE CROSS BLUE SHIELD OF TEXAS | 1,063 | $380K |
| Vision(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT COMPANY | 661 | $1.1M |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT COMPANY | 661 | $1.1M |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT COMPANY | 661 | $1.1M |
| Long-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT COMPANY | 661 | $1.1M |
| Other | DEARBORN LIFE INSURANCE COMPANY | 661 | $166K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,080 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.