| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SANDRA ANITA GANT Filed as: SANDRA ANITA GRANT | 6003 LACI LN WICHITA FALLS, TX 76310 | AFLAC | $8K | $399 | $9K | 11.87% |
| BARRY RANDALL SCOTT | 3201 WATTS RD IOWA PARK, TX 76367 | AFLAC | $3K | — | $3K | 4.12% |
| YOLANDA L WILSON Filed as: YOLANDA WILSON | 5501 LUCKY LN WICHITA FALLS, TX 76306 | AFLAC | $941 | $102 | $1K | 1.45% |
| SHY LOWE MIDDLETON | 2265 INDUSTRIAL BLVD ABILENE, TX 79602 | AFLAC | $858 | $102 | $960 | 1.34% |
| TRAVIS GEORGE REEDY | 22420 S BLESSEN RD CANYON, TX 79015 | AFLAC | $859 | $6 | $865 | 1.21% |
| DON CALDWELL | PO BOX 682 WICHITA FALLS, TX 76307 | AFLAC | $352 | $40 | $392 | 0.55% |
| JOHN W MEECH | 23000 ARNOT RD CANYON, TX 79015 | AFLAC | $344 | — | $344 | 0.48% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO Filed as: BOLEY-FEATHERSON-HUFFMAN & DEAL | 900 8TH ST STE 304 WICHITA FALLS, TX 76301 | AFLAC | $259 | — | $259 | 0.36% |
| PAMELA MARIE HALL | 3 MARELLA TER WICHITA FALLS, TX 76309 | AFLAC | $192 | — | $192 | 0.27% |
| KENNETH B ISBELL | 905 W COLLEGE ST JACKSBORO, TX 76458 | AFLAC | $111 | — | $111 | 0.15% |
| T ALLEN HOWDESHELL | 1405 SHANNAN CIR APT 103 GRANBURY, TX 76048 | AFLAC | $93 | — | $93 | 0.13% |
| KEVIN D GOODMAN | 749 GATEWAY BLDG D ABILENE, TX 79602 | AFLAC | $88 | — | $88 | 0.12% |
| VERNON P HERRERA | PR BOX 310 SANTA FE, NM 87504 | AFLAC | $75 | — | $75 | 0.10% |
| MARY L WILLIAMS | 1102 STEVENS ST STE 1 BRIDGEPORT, TX 76426 | AFLAC | $73 | — | $73 | 0.10% |
| LISA A JOHNSON | 3775 FM 367 E IOWA PARK, TX 76367 | AFLAC | $64 | — | $64 | 0.09% |
| SCOTT WEBB | 26729 N 91ST DR PEORIA, AZ 85383 | AFLAC | $54 | — | $54 | 0.08% |
| FRANKLIN R DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $54 | — | $54 | 0.08% |
| KENNETH B ISBELL | 132 MOCKINGBIRD LN JACKSBORO, TX 76458 | AFLAC | $49 | — | $49 | 0.07% |
| JOHN M JOHNSON | 2150 W NORTHWEST HWY STE 114-1144 GRAPEVINE, TX 76051 | AFLAC | $48 | — | $48 | 0.07% |
| CRAIG S DAVIES | 531 SANDY LN FLOWER MOUND, TX 75022 | AFLAC | $34 | — | $34 | 0.05% |
| FRANK D LAFEMINA | 165 S GUADALUPE ST STE 120 SAN MARCOS, TX 78666 | AFLAC | $32 | — | $32 | 0.04% |
| ASHTON DUANE HAMMER | 5208 PARKER ST AMARILLO, TX 79110 | AFLAC | $26 | — | $26 | 0.04% |
| CRAIG S DAVIES | 401 BOYD DR APR 5106 GRAPEVINE, TX 76051 | AFLAC | $18 | — | $18 | 0.03% |
| MARCO JOE KLIMEK | 1501 LYNDON B JOHNSON FWY STE 660 DALLAS, TX 75234 | AFLAC | $18 | — | $18 | 0.03% |
| ANDERSON C THOMPSON | 4001 TRENT PINES DR NEW BERN, NC 28562 | AFLAC | $17 | — | $17 | 0.02% |
| H PATRICK BRUMLEY Filed as: H PATRICK BUMLEY | 1524 TWISTLEAF RD ARGYLE, TX 76226 | AFLAC | $14 | — | $14 | 0.02% |
| JEREMIAH D SMITH | 4805 SALMON RUN WAY FORT WORTH, TX 76137 | AFLAC | $8 | — | $8 | 0.01% |
| WILLIAM R WHITTEN | 2026 GLENCO TER FORT WORTH, TX 76110 | AFLAC | $5 | — | $5 | 0.01% |
| JASON L WEEKS | 620 STONEGLEN DR STE L KELLER, TX 76248 | AFLAC | $5 | — | $5 | 0.01% |
| SHELLY WIEGAND | 2607 ARMATRADING DR CEDAR PARK, TX 78613 | AFLAC | $2 | — | $2 | 0.00% |
| ZACHARY EUGENE VICKERS Filed as: ZACHARY K JOHNSON | 4447 N CENTRAL EXPY STE 110 DALLAS, TX 75205 | AFLAC | $1 | — | $1 | 0.00% |
| WENDY CRUZ | 3560 ELM BOTTOM CIR AUBREY, TX 76227 | AFLAC | $1 | — | $1 | 0.00% |
| KATHERINE A OWEN | 1924 ANTWERP AVE PLANO, TX 75025 | AFLAC | $1 | — | $1 | 0.00% |
| ROBERT G. RELPH AGENCY, INC. Filed as: ROBERT L CLARK | 5601 COUNTY ROAD 1450 LUBBOCK, TX 79407 | AFLAC | $0 | — | $0 | 0.00% |
| PETER B WILKINSON JR | 1408 LANCELOT AVE WOLFFORTH, TX 79382 | AFLAC | $0 | — | $0 | 0.00% |
| CECIL RAY PARKER | 1102 FM 378 LORENZO, TX 79343 | AFLAC | $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 | 59 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 59 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA | 23 | $84K |
| Dental(2 contracts, 2 carriers) | AFLAC | 45 | $89K |
| Vision | AFLAC | 45 | $72K |
| Life insurance(2 contracts, 2 carriers) | AFLAC | 45 | $74K |
| Short-term disability | AFLAC | 45 | $72K |
| Long-term disability | AFLAC | 45 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 45 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.