| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL ENROLLMENT CONCEPTS3 Filed as: PROFESSIONAL ENROLLMENT COMPANY | 6200 SAVOY, STE. 345 HOUSTON, TX 77036 | TRUSTMARK INSURANCE CO. | $51K | $0 | $51K | 19.15% |
| PAUL CRAWFORD DORTON3 Filed as: PAUL C DORTON | 18207 INDIAN BOW SAN ANTONIO, TX 78259 | TRUSTMARK INSURANCE CO. | $13K | $0 | $13K | 4.79% |
| ROBERT K NITSCHE3 | 3300 VINTAGE ROUND ROCK, TX 78664 | TRUSTMARK INSURANCE CO. | $13K | $0 | $13K | 4.79% |
| CARLISLE-LYNCH, LLC3 Filed as: CARLISLE - LYNCH LLC | 511 N. HEWITT DR., STE 4 HEWITT, TX 76643 | TRUSTMARK INSURANCE CO. | $7K | $0 | $7K | 2.60% |
| BRANDON PENKO3 Filed as: BRANDON T PENKO | 4927 MAGNOLIA BEND DRIVE ROSHARON, TX 77583 | TRUSTMARK INSURANCE CO. | $5K | $0 | $5K | 2.05% |
| ALLEN BAKER3 Filed as: ALLEN C BAKER | 12214 COBBLE COVE CIRCLE CYPRESS, TX 77433 | TRUSTMARK INSURANCE CO. | — | $3K | $3K | 0.96% |
| BRYAN INGLIS3 | 6122 GARDEN LAKES LN. SUGARLAND, TX 77479 | TRUSTMARK INSURANCE CO. | $478 | $0 | $478 | 0.18% |
| THE NITSCHE GROUP INC3 Filed as: THE NITSCHE GROUP | 143 EAST AUSTIN ST. GIDDINGS, TX 78942 | TRUSTMARK INSURANCE CO. | $236 | $0 | $236 | 0.09% |
| THE NITSCHE GROUP INC3 Filed as: THE NITSCHE GROUP, INC. | 143 E. AUSTIN ST. GIDDINGS, TX 78942 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $3K | $3K | $6K | 6.06% |
| THE NITSCHE GROUP INC3 Filed as: THE NITSCHE GROUP, INC. | 143 E. AUSTIN ST. GIDDINGS, TX 78942 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $0 | $3K | $3K | 3.29% |
| THE NITSCHE GROUP INC3 Filed as: THE NITSCHE GROUP, INC. | 143 E. AUSTIN ST. GIDDINGS, TX 78942 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $3K | $3K | $6K | 6.30% |
| GPA3 | 12770 MERIT DRIVE DALLAS, TX 75251 | TOKIO MARINE HCC | $9K | $3K | $12K | 13.60% |
| THE NITSCHE GROUP INC3 Filed as: THE NITSCHE GROUP, INC. | 143 E. AUSTIN ST. GIDDINGS, TX 78942 | NATIONAL GUARDIAN LIFE INSURANCE CO. | $5K | $0 | $5K | 9.11% |
| THE NITSCHE GROUP INC3 Filed as: THE NITSCHE GROUP, INC. | 143 E. AUSTIN ST. GIDDINGS, TX 78942 | THE LINCOLN NATIONAL LIFE INSURANCE CO. | $2K | $2K | $4K | 8.34% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | NATIONAL GUARDIAN LIFE INSURANCE CO. | 892 | $55K |
| Life insurance(3 contracts, 2 carriers) | TRUSTMARK INSURANCE CO. | 675 | $404K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE CO. | 674 | $106K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE CO. | 674 | $92K |
| Other(4 contracts, 3 carriers) | TRUSTMARK INSURANCE CO. | 675 | $491K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 892 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.