| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS LLC | 500 N CENTRAL EXPY SUITE 550 PLANO, TX 75074 | BLUE CROSS BLUE SHIELD OF TEXAS | $36K | — | $36K | 6.60% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS LLC | 500 N CENTRAL EXPY SUITE 550 PLANO, TX 75047 | PRINCIPAL LIFE INSURANCE COMPANY | $13K | — | $13K | 11.43% |
| CENTERSTONE INSURANCE AND FINANCIAL3 | 12404 PARK CENTRAL DR SUITE 400S DALLAS, TX 75251 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 4.63% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS LLC | 500 NORTH CENTRAL EXPRESSWAY PLANO, TX 75074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $2K | $14K | 32.12% |
| DAVID PALMER3 | 6201 BRITISH LN ARLINGTON, TX 76002 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $10K | $13K | 29.70% |
| KIM R BAIROM3 | 629 PINE FOREST DR BRANDON, FL 33511 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $96 | $3K | 5.97% |
| 3B VENTURE GROUP INC3 Filed as: 3B VENTURE GROUP OF TEXAS INC | 832 MALLARD TRAIL MURPHY, TX 75094 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 5.86% |
| PETER DEL INVESTMENTS INC3 | 247 GRAHAM FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $445 | $2K | 3.96% |
| BRETT THOMAS DALTON3 | 247 GRAHAM FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $708 | $100 | $808 | 1.88% |
| MEREDITH PAIGE JONES3 Filed as: MEREDITH PAGE JONES | 19417 FM 1804 LINDALE, TX 75771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $533 | $217 | $750 | 1.74% |
| HALLACK MCCORD BRADY3 | 3840 FRANKFORT RD APT 2106 DALLAS, TX 75287 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $482 | — | $482 | 1.12% |
| CHOICE BENEFITS SOLUTIONS LLC3 | 11399 81ST PL SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $169 | $230 | $399 | 0.93% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC | 500 W 13TH STREET FORT WORTH, TX 76102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $280 | — | $280 | 0.65% |
| K G SMITH LLC3 | 7606 EASTWOOD LAKE LN RICHMOND, TX 77407 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $177 | $86 | $263 | 0.61% |
| JOHN ANTHONY CARREIRO III3 Filed as: JOHN ANTHONY CARREIRO | 11750 CAPRI CIR S APT 3 TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $169 | $17 | $186 | 0.43% |
| BROOKS AGENCY INC3 | 14812 COUNTY ROAD 424 LINDALE, TX 75771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $80 | $116 | 0.27% |
| PARSONS BENEFITS GROUP LLC3 | 5603 PALLADIO LN LONGVIEW, TX 75605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $51 | $99 | 0.23% |
| BENEFITS COUNTS LLC3 | PO BOX 256 TROUP, TX 75789 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $46 | $82 | 0.19% |
| DEYSI LUCERO BENITEZ3 | 3701 HYNSON SPRINGS RD MARSHALL, TX 75670 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $14 | $62 | 0.14% |
| BARBARA ANN BASTON3 | 5401 MANSEL LN FORT WORTH, TX 76134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.12% |
| VICTOR T MALVEAUX SR3 | 130 COOL BROOK DR RED OAK, TX 75154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.11% |
| ERIC BROGAN3 Filed as: ERIC L MILLER | 8720 ELBE TRL FORT WORTH, TX 76118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.09% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.08% |
| XAVIER MARROQUIN3 | 12010 POWDERHORN LN PINEHURST, TX 77362 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $9 | $33 | 0.08% |
| JENNIFER RICHARDS3 | 2601 SCOTT AVE SUITE 402 FORT WORTH, TX 76103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.04% |
| JEFFERY BELFOURE3 | 2601 SCOTT AVE SUITE 402 FORT WORTH, TX 76103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.04% |
| ANNETTE BASTON ROBINSON3 | 5401 MANSEL LN FORT WORTH, TX 76134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS LLC | 500 N CENTRAL EXPY SUITE 550 PLANO, TX 75074 | NATIONAL GUARDIAN LIFE INSURANCE | $8K | — | $8K | 24.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF TEXAS LLC | 500 NORTH CENTRAL EXPRESSWAY PLANO, TX 75074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $667 | $4K | 31.65% |
| DAVID PALMER3 | 6201 BRITISH LN ARLINGTON, TX 76002 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $662 | $2K | $3K | 25.47% |
| KIM R BAIROM3 | 629 PINE FOREST DR BRANDON, FL 33511 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $778 | $30 | $808 | 6.91% |
| 3B VENTURE GROUP INC3 Filed as: 3B VENTURE GROUP OF TEXAS INC | 832 MALLARD TRAIL MURPHY, TX 75094 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $302 | $268 | $570 | 4.88% |
| PETER DEL INVESTMENTS INC3 Filed as: PETER DEL INVESTMENTS | 247 GRAHAM FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $208 | $72 | $280 | 2.40% |
| BRETT THOMAS DALTON3 | 247 GRAHAM FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $195 | $28 | $223 | 1.91% |
| CHOICE BENEFITS SOLUTIONS LLC3 Filed as: CHOICE BENEFITS SOLUTIONS | 11399 81ST PL SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $73 | $127 | 1.09% |
| HALLACK MCCORD BRADY3 | 3840 FRANKFORT RD APT 2106 DALLAS, TX 75287 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | — | $116 | 0.99% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC. | 500 W 13TH STREET FORT WORTH, TX 76102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | — | $112 | 0.96% |
| JOHN ANTHONY CARREIRO III3 Filed as: JOHN ANTHONY CARREIRO | 11750 CAPRI CIR S APT 3 TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $5 | $59 | 0.50% |
| ERIC BROGAN3 Filed as: ERIC L MILLER | 8720 ELBE TRL FORT WORTH, TX 76118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.26% |
| PARSONS BENEFITS GROUP LLC3 | 5603 PALLADIO LN LONGVIEW, TX 75605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $15 | $29 | 0.25% |
| VICTOR T MALVEAUX SR3 | 130 COOL BROOK DR RED OAK, TX 75154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.15% |
| DEYSI LUCERO BENITEZ3 | 3701 HYNSON SPRINGS RD MARSHALL, TX 75670 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $4 | $18 | 0.15% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.12% |
| BARBARA ANN BASTON3 | 5401 MANSEL LN FT WORTH, TX 76134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.07% |
| JENNIFER RICHARDS3 | 2601 SCOTT AVE SUITE 402 FORT WORTH, TX 76103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.06% |
| JEFFERY BELFOURE3 | 2601 SCOTT AVE SUITE 402 FORT WORTH, TX 76103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.06% |
| ANNETTE BASTON ROBINSON3 | 5401 MANSEL LN FORT WORTH, TX 76134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.05% |
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 | 126 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 127 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 91 | $580K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $118K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $118K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $118K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $118K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $118K |
| Other(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 69 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 323 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.