| 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 | $213K | $5K | $218K | 3.01% |
| LUBBOCK INSURANCE PARTNERS, LP3 Filed as: LUBBOCK INSURANCE PARTNERS L.P. | P.O. BOX 830 WOLFFORTH, TX 79382 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113K | — | $113K | 12.02% |
| THE CAPITAL GROUP LLC3 Filed as: CAPITAL FINANCIAL STRATEGIES, INC. | 7008 SALEM AVE SUITE 106 LUBBOCK, TX 79424 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47K | $5K | $52K | 5.56% |
| PAULA GAIL NEAL3 | 604 FM 41 LUBBOCK, TX 79423 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16K | $3K | $20K | 2.09% |
| CAROL LEE HOLDEN3 | 5312 RADIANT LN AMARILLO, TX 79109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $1K | $11K | 1.20% |
| KIANA CHEYENNE ALEMAN3 | 313 E DALE ST WINTERS, TX 79567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 0.74% |
| FRANCIS M ALEMAN3 | P.O. BOX 234 WINTERS, TX 79567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 0.71% |
| WAYMON RUSSELL COX3 | 1302 SPANISH FLOWER DR GRANBURY, TX 76048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | — | $192 | 0.02% |
| WT WORKSITE SOLUTIONS LLC3 Filed as: WT WORKSITE SOLUTIONS, LLC | 9300 PLANTATION DR CANTON, TX 79015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | — | $93 | 0.01% |
| HILLARY JEAN ESTRADA3 | 1500 INDUSTRIAL BLVD ABILENE, TX 79602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.00% |
| MPART BENEFITS INC3 Filed as: MPART BENEFITS, INC. | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.00% |
| ROBERT J HUMPHREY3 | 16142 HIDALGO ST CONROE, TX 77303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| VIRGINIA LEDER-CLARK3 Filed as: VIRGINIA LEDAR-CLARK | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| KENNETH B BOYLES3 | 28918 TWISTED OAK DR SHENANDOAH, TX 77381 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| LUBBOCK INSURANCE PARTNERS, LP3 | 7335 W 82ND ST LUBBOCK, TX 79424 | BLUE CROSS BLUE SHIELD OF TEXAS | $41K | $5K | $46K | 11.18% |
| RICKY M JOHNSON3 | P.O. BOX 830 WOLFFORTH, TX 793820830 | DEARBORN LIFE INSURANCE COMPANY | $24K | — | $24K | 13.56% |
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 | 1,165 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 1,165 | $7.2M |
| Dental | BLUE CROSS BLUE SHIELD OF TEXAS | 1,162 | $415K |
| Vision | DEARBORN LIFE INSURANCE COMPANY | 738 | $180K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 738 | $1.1M |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 738 | $1.1M |
| Long-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 738 | $1.1M |
| Other | DEARBORN LIFE INSURANCE COMPANY | 738 | $180K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,165 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.