| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MICHAEL R DYSON | PO BOX 1358 CORDOVA, TN 380881358 | UNITED HEALTHCARE INSURANCE COMPANY | $9K | $0 | $9K | 4.50% |
| SANDRA ANITA GANT Filed as: SANDRA GANT | 6003 LACI LN WICHITA FALLS, TX 76310 | AFLAC | $1K | $74 | $2K | 6.83% |
| YOLANDA L WILSON Filed as: YOLANDA WILSON | 5501 LUCKY LN WICHITA FALLS, TX 76306 | AFLAC | $892 | $57 | $949 | 4.30% |
| ROBERT M SLAY Filed as: ROBERT SLAY | 5300 PROFESSIONAL DR APT 420 WICHITA FALLS, TX 76302 | AFLAC | $503 | $12 | $515 | 2.33% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO Filed as: BOLEY-FEATHERSTON-HUFFMAN & DEAL | 900 EIGHTH ST STE 510 WICHITA FALLS, TX 76301 | AFLAC | $407 | $20 | $427 | 1.93% |
| WILLIAM R WHITTEN Filed as: WILLIAM WHITTEN | 3137 ODESSA AVE FT WORTH, TX 76109 | AFLAC | $193 | $6 | $199 | 0.90% |
| PAMELA MARIE HALL Filed as: PAMELA HALL | #3 MARELLA TERRACE WICHITA FALLS, TX 76309 | AFLAC | $112 | $0 | $112 | 0.51% |
| KENNETH B ISBELL | 132 MOCKINGBIRD LANE JACKSBORO, TX 76458 | AFLAC | $91 | $0 | $91 | 0.41% |
| MARY CATHERINE WILLIAMS Filed as: MARY WILLIAMS | 1102 STEVENS ST STE 1 BRIDGEPORT, TX 76426 | AFLAC | $81 | $3 | $84 | 0.38% |
| KEVIN D GOODMAN Filed as: KEVIN GOODMAN | 749 GATEWAY BLDG D ABILENE, TX 79602 | AFLAC | $63 | $20 | $83 | 0.38% |
| T HOWDESHELL | 3826 MARK CT ABILENE, TX 79606 | AFLAC | $54 | $0 | $54 | 0.24% |
| VERNON P HERRERA Filed as: VERNON HERRERA | PO BOX 310 SANTA FE, NM 87504 | AFLAC | $37 | $0 | $37 | 0.17% |
| SHY LOWE MIDDLETON Filed as: SHY MIDDLETON | 2265 INDUSTRIAL BLVD ABILENE, TX 79602 | AFLAC | $35 | $0 | $35 | 0.16% |
| LISA A JOHNSON Filed as: LISA JOHNSON | 3775 FM 367 E IOWA PARK, TX 76367 | AFLAC | $32 | $0 | $32 | 0.14% |
| JOHN E CUMMINGS Filed as: JOHN JOHNSON | 2150 W NORTHWEST HWY STE 114-1144 GRAPEVINE, TX 76051 | AFLAC | $30 | $0 | $30 | 0.14% |
| FRANKLIN R DAVIES Filed as: FRANKLIN DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75070 | AFLAC | $29 | $0 | $29 | 0.13% |
| CRAIG S DAVIES Filed as: CRAIG DAVIES | 109 TIMBER CREEK CT ARGYLE, TX 76226 | AFLAC | $29 | $0 | $29 | 0.13% |
| SCOTT WEBB | 12366 W MILTON DR PEORIA, AZ 85383 | AFLAC | $27 | $0 | $27 | 0.12% |
| LOYD G LAWSON Filed as: LOYD LAWSON | 1200 NEELY AVE MIDLAND, TX 79705 | AFLAC | $22 | $0 | $22 | 0.10% |
| MARCO JOE KLIMEK Filed as: MARCO KLIMEK | 1501 LYNDON B JOHNSON FWY STE 660 DALLAS, TX 75234 | AFLAC | $18 | $0 | $18 | 0.08% |
| JUDY LAFEMINA | PO BOX 2129 FRISCO, TX 75034 | AFLAC | $16 | $0 | $16 | 0.07% |
| JASON L WEEKS Filed as: JASON WEEKS | 620 STONEGLEN DRIVE SUITE L KELLER, TX 76248 | AFLAC | $12 | $3 | $15 | 0.07% |
| JEREMIAH D SMITH Filed as: JEREMIAH SMITH | 6250 ROSEWOOD DR APT 2602 N RICHLAND HILLS, TX 76180 | AFLAC | $9 | $0 | $9 | 0.04% |
| H BRUMLEY | 4 GLENDALE CT TROPHY CLUB, TX 76262 | AFLAC | $9 | $0 | $9 | 0.04% |
| ANDERSON C THOMPSON Filed as: ANDERSON THOMPSON | 4001 TRENT PINES DR NEW BERN, NC 28562 | AFLAC | $8 | $0 | $8 | 0.04% |
| SHELLY WIEGAND | 2607 ARMATRADING DR CEDAR PARK, TX 78613 | AFLAC | $2 | $0 | $2 | 0.01% |
| BARRY SCOTT | 3201 WATTS RD IOWA PARK, TX 76367 | AFLAC | $2 | $0 | $2 | 0.01% |
| KATHERINE A OWEN Filed as: KATHERINE OWEN | 1924 ANTWERP AVE PLANO, TX 75025 | AFLAC | $1 | $0 | $1 | 0.00% |
| ROBERT CLARK | 7606 UNIVERSITY AVE STE F LUBBOCK, TX 79423 | AFLAC | $1 | $0 | $1 | 0.00% |
| CECIL PARKER | 1102 FM 378 LORENZO, TX 79343 | AFLAC | $1 | $0 | $1 | 0.00% |
| PETER B WILKINSON JR Filed as: PETER WILKINSON JR | 6202 IOLA AVE STE 115 LUBBOCK, TX 79424 | AFLAC | $1 | $0 | $1 | 0.00% |
| ZACHARY JOHNSON | 4447 N CENTRAL EXPY STE 110 DALLAS, TX 75205 | AFLAC | $1 | $0 | $1 | 0.00% |
| WENDY CRUZ | 3928 MAGGIES MEADOW DENTON, TX 76210 | 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 | 56 | 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) | 56 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 27 | $207K |
| Dental(2 contracts, 2 carriers) | AFLAC | 56 | $33K |
| Life insurance | AFLAC | 56 | $22K |
| Short-term disability | AFLAC | 56 | $22K |
| Long-term disability | AFLAC | 56 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 56 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.