| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22K | $13K | $35K | 9.06% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 2400 N GLENVILLE DR RICHARDSON, TX 75082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29K | $0 | $29K | 7.49% |
| VIRGINIA LEDER-CLARK3 | 4513 BRINDLE WAY FLOWER MOUNT, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $2K | $10K | 2.54% |
| CALVIN DEAN INGLE3 | 1840 LARIAT TRAIL CELINA, TX 75009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $767 | $6K | 1.68% |
| CRAIG LEE KREUTZER3 | 1112 WILSON DRIVE LANTANA, TX 76226 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $467 | $3K | 0.70% |
| JULIAN OLAIDE3 | 10935 ESTATE LANE DALLAS, TX 75238 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 0.62% |
| BILLY MARK ROBERSON3 | 17415 SHADY CANYON SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $331 | $1K | 0.37% |
| MANUEL FUENTES3 | 19327 TALAVERA RIDGE SAN ANTONIO, TX 78257 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $930 | $414 | $1K | 0.35% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $930 | $411 | $1K | 0.35% |
| FRANCISCO X CABRERA3 | PO BOX 1871 FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.29% |
| CAROL M PASTERNAK-RIFFE3 | 247 GRAHAM DRIVE FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $721 | $295 | $1K | 0.26% |
| SULEIKA BLOOM3 | 152 LAKERIDGE DR DALLAS, TX 75218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $698 | $280 | $978 | 0.25% |
| EAST TEXAS BUSINESS SOLUTIONS LLC3 | 641 COUNTY ROAD 2311 MINEOLA, TX 75773 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $481 | $590 | 0.15% |
| HORIZON BENEFITS LLC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $288 | $149 | $437 | 0.11% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $359 | $71 | $430 | 0.11% |
| AHRENS BENEFITS COMMUNICATIONS INC | 4911 HOLLY TREE DR DALLAS, TX 75287 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $347 | $0 | $347 | 0.09% |
| MARIA VANDYKE3 Filed as: MARIA ESCALONA | PO BOX 202587 ARLINGTON, TX 76006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $330 | $0 | $330 | 0.09% |
| SA GENERAL AGENCY INC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | $163 | $306 | 0.08% |
| SALLY ELIZABETH PARKER3 | 309 WINDMILL DRIVE LAVON, TX 75166 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $190 | $0 | $190 | 0.05% |
| RUBEN D PEREZ3 | 6352 ALCORN AVE DALLAS, TX 75217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $182 | $0 | $182 | 0.05% |
| BRANDY R BYERS3 | 9766 STONEHEARTH FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $166 | $7 | $173 | 0.04% |
| REBECCA G DEJESUS3 | 3732 HILLSDALE DR FLOWER MOUND, TX 75022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | $0 | $162 | 0.04% |
| BRIAN COHEN3 | 701 LEORA LANE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $0 | $125 | 0.03% |
| LORENE GONZALEZ BRANA3 | 4621 BARNHILL LANE FORT WORTH, TX 76135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $121 | $0 | $121 | 0.03% |
| WILLIAM LEROY VINCENT3 | 2501 CHAMBRAY LANE MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | $12 | $91 | 0.02% |
| EMILIO ESPINOZA PORTILLO3 | 4309 BRADLEY LANE ARLINGTON, TX 76017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $0 | $65 | 0.02% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $16 | $55 | 0.01% |
| CASSANDRA KRAMER3 | 640 E PIONEER LOOP LA CENTER, WA 98629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.01% |
| PATRICIA BLANCO ESPARZA3 | 4309 BRADLEY LN ARLINGTON, TX 76017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.00% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.00% |
| SHERRY M ALLBRITTON3 | 3809 WINDING ROAD ARLINGTON, TX 76016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.00% |
| CAROL A BAKER3 | 2318 PROMONTORY POINT PLANO, TX 75075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.00% |
| ALEXANDER OTTONIEL CANAS3 | 26123 BOUQUET CANYON ROAD SANTA CLARITA, CA 91350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| AUTO QUOTE SYSTEMS INC3 | 4911 HOLLY TREE DRIVE DALLAS, TX 75287 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.00% |
| KAREN KREUTZER3 | 1112 WILSON DRIVE LANTANA, TX 76226 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| SANDRA DRIVER3 | PO BOX 233 WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| BROCKSTAR LLC3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| DEBORAH A CHILDRESS3 | 1907 ASH ST TEXARKANA, AR 71854 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $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 | 360 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 360 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 360 | $386K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 360 | $386K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 360 | $386K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 360 | — |
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.