| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TPB INSURANCE GROUP, INC.4 Filed as: TPB INSURANCE GROUP INC | 1900 NW LOOP 410 SAN ANTONIO, TX 78213 | AETNA LIFE INSURANCE CO | $14K | — | $14K | 3.51% |
| JAMES ARTHUR VOLLMER4 | 401 NORTH CARROLL SOUTHLAKE, TX 76092 | AETNA LIFE INSURANCE CO | $5K | — | $5K | 1.16% |
| TPB INSURANCE GROUP, INC.3 Filed as: TPB INSURANCE GROUP INC | 1900 NW LOOP 410 SAN ANTONIO, TX 78213 | AETNA LIFE INSURANCE CO | $4K | — | $4K | 0.92% |
| PAYCHEX INSURANCE AGENCY, INC.4 Filed as: PAYCHEX AGENCY INC | 225 KENNETH DRIVE ROCHESTER, NY 14623 | AETNA LIFE INSURANCE CO | $2K | — | $2K | 0.39% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX AGENCY INC | 225 KENNETH DRIVE ROCHESTER, NY 14623 | AETNA LIFE INSURANCE CO | $348 | — | $348 | 0.09% |
| TPB INSURANCE GROUP, INC.4 Filed as: TPB INSURANCE GROUP INC | 1900 NW LOOP 410 SAN ANTONIO, TX 79213 | DEARBORN LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
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 | 171 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 171 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | TEXAS HEALTH AND AETNA HEALTH | 109 | $1.0M |
| Dental | AETNA LIFE INSURANCE CO | 109 | $404K |
| Vision | AETNA LIFE INSURANCE CO | 109 | $404K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 92 | $24K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 92 | $24K |
| Other | DEARBORN LIFE INSURANCE COMPANY | 92 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 109 | — |
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."
No prospect flags tripped on this filing.