| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A G INSURANCE AGENCIES,INC | — | BLUECROSS BLUESHIELD OF TEXAS | $13K | $468 | $14K | 4.82% |
| CENTERSTONE INSURANCE AND FINANCIAL3 | — | BLUECROSS BLUESHIELD OF TEXAS | $6K | — | $6K | 2.22% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A G INSURANCE AGENCIES INC | 6100 WESTERN PLACE STE 350 FT WORTH, TX 76107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $638 | $8K | 9.27% |
| CHRISTOPHER D TYLER3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $920 | $5K | 6.64% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $379 | $3K | 3.22% |
| PENELOPE ROSAS3 | 7300 HENNEMAN WAY MCKINNEY, TX 75070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $110 | $1K | 1.63% |
| SANDRA DRIVER3 | PO BOX 233 WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $45 | $1K | 1.53% |
| JULIAN OLALDE3 | 10935 ESTATE LN DALLAS, TX 75238 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.51% |
| ERNESTO ELOY GARCIA3 | 4710 FALLON PL DALLAS, TX 75227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $413 | $9 | $422 | 0.52% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $180 | $176 | $356 | 0.44% |
| BOBBIE JO WORSHAM3 | 8903 APLAMADO DR MCKINNEY, TX 75070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.04% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A.G. INSURANCE AGENCIES, INC. | — | ACE AMERICAN INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A.G. INSURANCE AGENCIES, INC | 6100 WESTERN PL DR STE 350 FT WORTH, TX 76107 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $127 | $2K | 21.75% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS & FIN SVCS INC | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $363 | — | $363 | 5.00% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A.G. INSURANCE AGENCIES, INC. | — | ACE AMERICAN INSURANCE COMPANY | $502 | — | $502 | 10.00% |
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 | 116 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 47 | $283K |
| Dental | ACE AMERICAN INSURANCE COMPANY | 53 | $32K |
| Vision | ACE AMERICAN INSURANCE COMPANY | 35 | $5K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 99 | $89K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 99 | $81K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 99 | $89K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 99 | — |
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.