| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SANDRA ANITA GANT | 2408 BARBADOS WICHITA FALLS, TX 76308 | AFLAC | $858 | — | $858 | 2.65% |
| CHERI DAWN STAFFORD | 4306 FAITH RD WICHITA FALLS, TX 76308 | AFLAC | $729 | $75 | $804 | 2.48% |
| GAYLA DAWN CRUIKSHANK | 2227 SLEEPY HOLLOW TRL FRISCO, TX 75033 | AFLAC | $433 | $54 | $487 | 1.50% |
| NEXT LEVEL INSURANCE AGENCY, LLC Filed as: NEXT LEVEL INSURANCE AGENCY LLC | 5080 SPECTRUM DRIVE STE 1200E ADDISON, TX 75001 | AFLAC | $487 | — | $487 | 1.50% |
| BARRY RANDALL SCOTT | 12008 CHOCTAW RDG PAINT ROCK, TX 76866 | AFLAC | $270 | — | $270 | 0.83% |
| TRAVIS GEORGE REEDY Filed as: TRAVIS GEORGE REDDY | 22420 S BLESSEN RD CANYON, TX 79015 | AFLAC | $224 | $17 | $241 | 0.74% |
| JANIE VELDE BENEFITS GROUP LLC | 1900 WICKERSHAM LN CORINTH, TX 76210 | AFLAC | $167 | $17 | $184 | 0.57% |
| AMANDA LEAH RISNER | 6849 ELM ST FRISCO, TX 75034 | AFLAC | $120 | $17 | $137 | 0.42% |
| KATLYN D THOMAS | 343 COVINGTON RD DURANT, OK 74701 | AFLAC | $92 | — | $92 | 0.28% |
| BOLEY FEATHERSTON HUFFMAN & DEAL CO Filed as: BOLEY-FEATHERSTON-HUFFMAN AND DEAL | 900 8TH ST STE 304 WICHITA FALLS, TX 76301 | AFLAC | $87 | — | $87 | 0.27% |
| PAMELA MARIE HALL | 3 MARELLA TER WICHITA FALLS, TX 76309 | AFLAC | $76 | — | $76 | 0.23% |
| SHY LOWE MIDDLETON | 105 W ANDERSON ST BROWNWOOD, TX 76801 | AFLAC | $76 | — | $76 | 0.23% |
| KENNETH B ISBELL | 905 W COLLEGE ST JACKSBORO, TX 76458 | AFLAC | $70 | — | $70 | 0.22% |
| YOLANDA L WILSON | 5501 LUCKY LN WICHITA FALLS, TX 76306 | AFLAC | $63 | — | $63 | 0.19% |
| JOHN W MEECH | 20651 FM 1062 CANYON, TX 79015 | AFLAC | $60 | — | $60 | 0.19% |
| TROY W HUNT | 1688 KNOLL WOOD CT FRISCO, TX 75036 | AFLAC | $30 | $21 | $51 | 0.16% |
| KEVIN D GOODMAN | 749 GATEWAY BLDG D ABILENE, TX 79602 | AFLAC | $42 | — | $42 | 0.13% |
| DON CALDWELL | PO BOX 682 WICHITA FALLS, TX 76307 | AFLAC | $38 | — | $38 | 0.12% |
| VERNON P HERRERA | PO BOX 310 SANTA FE, NM 87504 | AFLAC | $37 | — | $37 | 0.11% |
| T ALLEN HOWDESHELL | 1405 SHANNAN CIR APT 103 GRANBURY, TX 76048 | AFLAC | $36 | — | $36 | 0.11% |
| TRISHA MECHELLE CARLISLE | 410 N THRESSA ST HENRIETTA, TX 76365 | AFLAC | $33 | — | $33 | 0.10% |
| LISA A JOHNSON | 3775 FM 367 E IOWA PARK, TX 76367 | AFLAC | $32 | — | $32 | 0.10% |
| SCOTT WEBB | 26729 N 91ST DR PEORIA, AZ 85383 | AFLAC | $27 | — | $27 | 0.08% |
| FRANKLIN R DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $25 | — | $25 | 0.08% |
| MARY L WILLIAMS | 105 PRIVATE ROAD 3407 BRIDGEPORT, TX 76426 | AFLAC | $24 | — | $24 | 0.07% |
| CRAIG S DAVIES | 531 SANDY LN FLOWER MOUND, TX 75022 | AFLAC | $22 | — | $22 | 0.07% |
| JOHN M JOHNSON | 2150 W NORTHWEST HWY STE 114 GRAPEVINE, TX 76051 | AFLAC | $21 | — | $21 | 0.06% |
| GRANK D LAFEMINA | 165 S GUADALUPE ST STE 120 SAN MARCOS, TX 78666 | AFLAC | $16 | — | $16 | 0.05% |
| ANDERSON C THOMPSON | 4001 TRENT PINES DR NEW BERN, NC 28562 | AFLAC | $8 | — | $8 | 0.02% |
| MARCO JOE KLIMEK | 5729 LEBANON RD STE 144590 FRISCO, TX 75034 | AFLAC | $5 | — | $5 | 0.02% |
| H PATRICK BRUMLEY | 1524 TWISTLEAF RD ARGYLE, TX 76226 | AFLAC | $5 | — | $5 | 0.02% |
| JEREMIAH D SMITH | 209 BARRINGTON LN LEWISVILLE, TX 75067 | AFLAC | $3 | — | $3 | 0.01% |
| WILLIAM R WHITTEN | 2026 GLENCO TER FORT WORTH, TX 76110 | AFLAC | $3 | — | $3 | 0.01% |
| JASON L WEEKS | 8191 HIGHWAY 46 N SHERIDAN, AR 72150 | AFLAC | $2 | — | $2 | 0.01% |
| 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% |
| SHELLY WIEGAND | 2607 ARMATRADING DR CEDAR PARK, TX 78613 | AFLAC | $1 | — | $1 | 0.00% |
| NEXT LEVEL INSURANCE AGENCY, LLC Filed as: NEXT LEVEL INSURANCE AGENCY LLC | 5080 SPECTRUM DRIVE STE 1200E ADDISON, TX 75001 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | $208 | $3K | 16.57% |
| ENROLLEASE3 Filed as: DIGITAL INSURANCE INC DBA ONEDIGITA | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | SUN LIFE ASSURANCE COMPANY OF CANADA | $94 | $0 | $94 | 9.80% |
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 | 51 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 51 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 0 | $19K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 0 | $19K |
| Life insurance(2 contracts, 2 carriers) | AFLAC | 50 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 50 | — |
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.