| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | — | BLUECROSS BLUESHIELD OF TEXAS | $66K | $3K | $70K | 2.91% |
| CUSTOM BENEFIT SERVICES OF MIDLAND3 | TGAAR TOWER 24 SMITH ROAD SUITE 220 MIDLAND, TX 79705 | AMERITAS LIFE INSURANCE CORP. | $5K | — | $5K | 2.88% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | DEARBORN LIFE INSURANCE COMPANY | $10K | — | $10K | 11.58% |
| THE ASHMORE AGENCY, INC.3 Filed as: THE ASHMORE AGENCY INC | 6102 82ND STREET #6 LUBBOCK, TX 79424 | DEARBORN LIFE INSURANCE COMPANY | — | $4K | $4K | 5.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | DBA ASHMORE AND ASSOC AGENCY LLC 5312 114TH STREET LUBBOCK, TX 79424 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $808 | $4K | 10.63% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF ROAD FLOOR 11 ROLLING MEADOWS, IL 60008 | PRINCIPAL LIFE INSURANCE COMPANY | — | $975 | $975 | 2.84% |
| RODGER LINCOLN WELLS3 | 415 WEST WALL STREET SUITE 1818 MIDLAND, TX 79701 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 6.71% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 111 VETERANS BOULEVARD SUITE 1130 METAIRIE, LA 70005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 5.76% |
| BENNETT G COOK IV3 Filed as: BENNETT GORDON COOK | 9202 TURNER AVENUE LUBBOCK, TX 79424 | CONTINENTAL AMERICAN INSURANCE COMPANY | $275 | — | $275 | 1.40% |
| MATTHEW D ALLISON3 | 4630 NORTH LOOP 1604 W SAN ANTONIO, TX 78249 | CONTINENTAL AMERICAN INSURANCE COMPANY | $202 | — | $202 | 1.03% |
| PATRICIA LYNN WIDNER3 | 4925 RUSTIC TRAIL MIDLAND, TX 79707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $199 | — | $199 | 1.01% |
| PATRICIA LYNN WIDNER3 Filed as: PATRICIA L WIDNER | 4925 RUSTIC TRAIL MIDLAND, TX 79707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $75 | — | $75 | 0.38% |
| BRYAN S GARVIN3 | 1031 ANDREWS HIGHWAY SUITE 305 MIDLAND, TX 79701 | TRANSAMERICA LIFE INSURANCE COMPANY | $79 | — | $79 | 1.05% |
| TOTAL BENEFIT SOLUTIONS3 | 8008 SLIDE ROAD SUITE 14 LUBBOCK, TX 79424 | TRANSAMERICA LIFE INSURANCE COMPANY | $76 | — | $76 | 1.01% |
| DAVIS ALLEN AGENCY INC3 Filed as: DAVIS ALLEN AGENCYINC | 8008 SLIDE ROAD SUITE 14 LUBBOCK, TX 79424 | TRANSAMERICA LIFE INSURANCE COMPANY | $13 | — | $13 | 0.17% |
| ROBERT Q BOOTHE3 | P O BOX 60130 SAN ANGELO, TX 76906 | TRANSAMERICA LIFE INSURANCE COMPANY | $6 | — | $6 | 0.08% |
| TOTAL BENEFIT SOLUTIONS3 | 2527 86TH STREET LUBBOCK, TX 79423 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $82 | — | $82 | 3.88% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 6102 82ND STREET BUILDING 6 LUBBOCK, TX 79424 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 2.60% |
| TOTAL BENEFIT SOLUTIONS3 | 2527 86TH STREET LUBBOCK, TX 79423 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $95 | — | $95 | 5.44% |
| THE ASHMORE AGENCY, INC.3 Filed as: THE ASHMORE AGENCY INC | 6102 82ND STREET SUITE 6 LUBBOCK, TX 79424 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $32 | — | $32 | 1.83% |
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 | 235 | 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) | 236 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 366 | $2.4M |
| Dental | AMERITAS LIFE INSURANCE CORP. | 212 | $175K |
| Vision(2 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 285 | $122K |
| Life insurance(2 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 285 | $95K |
| Long-term disability | DEARBORN LIFE INSURANCE COMPANY | 285 | $88K |
| Other(5 contracts, 5 carriers) | DEARBORN LIFE INSURANCE COMPANY | 285 | $119K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 366 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.