| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MICHAEL R DYSON | — | BLUE CROSS BLUE SHIELD OF TEXAS | $11K | — | $11K | 4.42% |
| ROGERS BENEFIT GROUP INC Filed as: ROGERS BENEFIT GROUP | — | BLUE CROSS BLUE SHIELD OF TEXAS | $6K | $1K | $7K | 2.83% |
| SANDRA ANITA GANT | 6003 LACI LANE WICHITA FALLS, TX 76310 | AFLAC | $2K | $49 | $2K | 10.32% |
| YOLANDA L WILSON | 5501 LUCKY LN WICHITA FALLS, TX 76306 | AFLAC | $1K | $0 | $1K | 4.38% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO Filed as: BOLEY FEATHERSTON HUFFMAN & DEAL | 900 EIGHTH ST STE 510 WICHITA FALLS, TX 76301 | AFLAC | $523 | $16 | $539 | 2.24% |
| KEVIN D GOODMAN | 749 GATEWAY BLDG D ABILENE, TX 79602 | AFLAC | $372 | $11 | $383 | 1.59% |
| ROBERT M SLAY | 5300 PROFESSIONAL DR APT 420 WICHITA FALLS, TX 76302 | AFLAC | $196 | $0 | $196 | 0.81% |
| PAMELA MARIE HALL | 3 MARELLA TERRACE WICHITA FALLS, TX 76309 | AFLAC | $141 | $0 | $141 | 0.58% |
| KENNETH B ISBELL | 132 MOCKINGBIRD LANE JACKSBORO, TX 76458 | AFLAC | $100 | $0 | $100 | 0.41% |
| MARY L WILLIAMS | 1102 STEVENS ST STE 1 BRIDGEPORT, TX 76426 | AFLAC | $97 | $0 | $97 | 0.40% |
| T ALLEN HOWDESHELL | 1405 SHANNAN CIR APT 103 GRANBURY, TX 76048 | AFLAC | $87 | $0 | $87 | 0.36% |
| BARRY RANDALL SCOTT | 3201 WATTS RD IOWA PARK, TX 76367 | AFLAC | $46 | $0 | $46 | 0.19% |
| VERNON P HERRERA | PO BOX 310 SANTA FE, NM 87504 | AFLAC | $37 | $0 | $37 | 0.15% |
| FRANKLIN R DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75070 | AFLAC | $35 | $0 | $35 | 0.15% |
| CRAIG S DAVIES | 109 TIMBER CREEK CT ARGYLE, TX 76226 | AFLAC | $33 | $0 | $33 | 0.14% |
| LISA A JOHNSON | 3775 FM 367 E IOWA PARK, TX 76367 | AFLAC | $32 | $0 | $32 | 0.13% |
| WILLIAM R WHITTEN | 749 GATEWAY STE 401 ABILENE, TX 79602 | AFLAC | $31 | $0 | $31 | 0.13% |
| SCOTT WEBB | 2155 W PINNACLE PEAK RD STE 205 PHOENIX, AZ 85027 | AFLAC | $27 | $0 | $27 | 0.11% |
| JOHN M JOHNSON | 2150 W NORTHWEST HWY STE 114 GRAPEVINE, TX 76051 | AFLAC | $25 | $0 | $25 | 0.10% |
| KRISTA ZIMPEL | PO BOX 1071 WICHITA FALLS, TX 76307 | AFLAC | $24 | $0 | $24 | 0.10% |
| LOYD G LAWSON | 1200 NEELY AVE MIDLAND, TX 79705 | AFLAC | $24 | $0 | $24 | 0.10% |
| MARCO JOE KLIMEK | 1501 LYNDON B JOHNSON FWY STE 660 DALLAS, TX 75234 | AFLAC | $22 | $0 | $22 | 0.09% |
| FRANK D LAFEMINA | 165 S GUADALUPE ST STE 120 SAN MARCOS, TX 78666 | AFLAC | $16 | $0 | $16 | 0.07% |
| ANDERSON C THOMPSON | 4001 TRENT PINES DR NEW BERN, NC 28562 | AFLAC | $15 | $0 | $15 | 0.06% |
| H PATRICK BRUMLEY | 4 GLENDALE CT TROPHY CLUB, TX 76262 | AFLAC | $9 | $0 | $9 | 0.04% |
| JEREMIAN D SMITH | 5521 JAMES DR RIVER OAKS, TX 76114 | AFLAC | $6 | $0 | $6 | 0.02% |
| JEREMIAH D SMITH | 705 S CHILTON AVE TYLER, TX 75701 | AFLAC | $5 | $0 | $5 | 0.02% |
| JASON L WEEKS | 204 S MAIN ST STE 240 KELLER, TX 76248 | AFLAC | $4 | $0 | $4 | 0.02% |
| T ALLEN HOWDESHELL | 2400 STATE HWY 121 APT 2403 EULESS, TX 76039 | AFLAC | $1 | $0 | $1 | 0.00% |
| WENDY CRUZ | 3928 MAGGIES MEADOW DENTON, TX 76210 | AFLAC | $0 | $0 | $0 | 0.00% |
| KATHERINE A OWEN | 1924 ANTWERP AVE PLANO, TX 75025 | AFLAC | $0 | $0 | $0 | 0.00% |
| ROBERT G. RELPH AGENCY, INC. Filed as: ROBERT L CLARK | 7606 UNIVERSITY AVE STE F LUBBOCK, TX 79423 | AFLAC | $0 | $0 | $0 | 0.00% |
| PETER B WILKINSON JR | 6202 IOLA AVE STE 115 LUBBOCK, TX 79424 | AFLAC | $0 | $0 | $0 | 0.00% |
| CECIL RAY PARKER | 1102 FM 378 LORENZO, TX 79343 | AFLAC | $0 | $0 | $0 | 0.00% |
| STEVE WHITTEN | 7606 UNIVERSITY AVE STE F LUBBOCK, TX 79424 | AFLAC | $0 | $0 | $0 | 0.00% |
| ZACHARY EUGENE VICKERS Filed as: ZACHARY K JOHNSON | 4447 N CENTRAL EXPEY STE 110 DALLAS, TX 75205 | AFLAC | $0 | $0 | $0 | 0.00% |
| SHELLY WIEGAND | 2607 ARMATRADING DR CEDAR PARK, TX 78613 | AFLAC | $0 | $0 | $0 | 0.00% |
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 | 66 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 66 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF TEXAS | 37 | $255K |
| Dental(2 contracts, 2 carriers) | AFLAC | 44 | $37K |
| Life insurance | AFLAC | 44 | $24K |
| Short-term disability | AFLAC | 44 | $24K |
| Long-term disability | AFLAC | 44 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 44 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.