| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOSWORTH & ASSOCIATES3 Filed as: BOSWORTH & ASSOCIATES, INC. | — | BLUECROSS BLUESHIELD OF TEXAS | $30K | $0 | $30K | 4.43% |
| FRIESEN-STRAIN INSURANCE ASSOCIATES3 | — | BLUECROSS BLUESHIELD OF TEXAS | $0 | $0 | $0 | 0.00% |
| BOSWORTH & ASSOCIATES3 Filed as: BOSWORTH AND ASSOCIATES INC | P O BOX 6620 TYLER, TX 75711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $0 | $10K | 8.05% |
| BENEFITS COUNTS LLC3 | PO BOX 256 TROUP, TX 75789 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 4.05% |
| BROOKS AGENCY INC3 | 14812 COUNTY RD 424 LINDALE, TX 75777 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $2K | $3K | 2.58% |
| MEREDITH PAIGE JONES3 | 19417 FM 1804 LINDALE, TX 75771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $700 | $2K | 1.80% |
| 3B VENTURE GROUP INC3 | 832 MALLARD TRAIL MURPHY, TX 75094 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $635 | $405 | $1K | 0.84% |
| CAROL LEE HOLDEN3 | 5312 RADIANT LANE AMARILLO, TX 79109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $371 | $7 | $378 | 0.30% |
| FRANCIS M ALEMAN3 | PO BOX 234 WINTERS, TX 79567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $353 | $17 | $370 | 0.30% |
| BOSWORTH & ASSOCIATES3 | 1818 W SOUTHWEST LOOP 323 TYLER, TX 75701 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 14.06% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INTERFLEX PAYMENTS, LLC EIN 27-2256926 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $1K |
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 | 63 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 69 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 134 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 107 | $676K |
| Dental | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 74 | $124K |
| Vision | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 74 | $124K |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 74 | $124K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 74 | $124K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 111 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 111 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.