| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LUBBOCK INSURANCE PARTNERS, LP3 | 7335 W82ND ST LUBBOCK, TX 79424 | BLUE CROSS BLUE SHIELD OF TEXAS | $222K | $3K | $225K | 2.72% |
| LUBBOCK INSURANCE PARTNERS, LP3 Filed as: LUBBOCK INSURANCE PARTNERS LP | P.O. BOX 830 WOLFFORTH, TX 79382 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103K | $0 | $103K | 9.80% |
| CAPITAL FINANCIAL STREATEGIES INC3 | 7008 SALEM AVE SUITE 106 LUBBOCK, TX 79424 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44K | $5K | $49K | 4.66% |
| PAULA GAIL NEAL3 | 604 FM 41 LUBBOCK, TX 79423 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23K | $6K | $29K | 2.72% |
| JASON HAAS FONTENOT3 | 3417 FOUNTAINBLEAU LN FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $12K | $22K | 2.05% |
| CAROL LEE HOLDEN3 | 5312 RADIANT LN AMARILLO, TX 79109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $2K | $17K | 1.60% |
| WAYMAN RUSSELL COX3 | 1302 SPANISH FLOWER DR GRANBURY, TX 76048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $19 | $3K | 0.30% |
| FRANCIS M ALEMAN3 | P.O. BOX 234 WINTERS, TX 79567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $954 | $0 | $954 | 0.09% |
| MARK ANTHONY MONTOYA3 | 5419 25TH ST LUBBOCK, TX 79407 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $946 | $0 | $946 | 0.09% |
| KIANA CHEYENNE ALEMAN3 | 313 E DALE ST WINTERS, TX 79567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $455 | $0 | $455 | 0.04% |
| WT WORKSITE SOLUTIONS LLC3 | 9300 PLANTATION DR CANYON, TX 79015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $0 | $35 | 0.00% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | C/O NATL ENROLLMENT PARTNERS CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.00% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| VIRGINIA LEDER-CLARK3 | 2800 SPRING OAKS HIGHLAND VILLAGE, TX 75077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| LUBBOCK INSURANCE PARTNERS, LP3 | 7335 W 82ND ST LUBBOCK, TX 79424 | BLUE CROSS BLUE SHIELD OF TEXAS | $50K | $3K | $53K | 10.57% |
| RICKY M JOHNSON3 | P.O. BOX 830 WOLFFORTH, TX 793820830 | DEARBORN LIFE INSURANCE COMPANY | $28K | $0 | $28K | 13.55% |
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 | 1,187 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,187 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 1,145 | $8.3M |
| Dental | BLUE CROSS BLUE SHIELD OF TEXAS | 1,167 | $502K |
| Vision | DEARBORN LIFE INSURANCE COMPANY | 718 | $208K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 718 | $1.3M |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 718 | $1.3M |
| Long-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 718 | $1.3M |
| Other | DEARBORN LIFE INSURANCE COMPANY | 718 | $208K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,167 | — |
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.