| 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 | — | $17K | $17K | 6.04% |
| CENTERSTONE INSURANCE AND FINANCIAL3 | — | BLUECROSS BLUESHIELD OF TEXAS | $5K | $342 | $6K | 2.05% |
| A G INS AGENCIES INC3 | 6100 WESTERN PLACE STE 350 FT WORTH, TX 76107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | — | $11K | 9.17% |
| CHRISTOPHER D TYLER3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 6.38% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $475 | $4K | 3.03% |
| SANDRA DRIVER3 | PO BOX 233 WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $252 | $3K | 2.75% |
| AMARILIS ALTAGRACIA CSIKORTOS3 | 480 CREEK TERRACE DRIVE SAGINAW, TX 76131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $513 | $3K | 2.56% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $463 | $490 | $953 | 0.76% |
| ERNESTO ELOY GARCIA3 | 4710 FALLON PL DALLAS, TX 75227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $289 | — | $289 | 0.23% |
| JULIAN OLALDE3 Filed as: JULIAN GABRIEL OLALDE | 342 SAGE MEADOW RD WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | — | $84 | 0.07% |
| PENELOPE ROSAS3 | 7238 CITRUS VALLEY DR CORPUS CHRISTI, TX 78414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 0.05% |
| BOBBIE JO WORSHAM3 | 8903 APLAMADO DR MCKINNEY, TX 75070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.02% |
| SOTERIA PARTNERS LLC3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $13 | $20 | 0.02% |
| ROBERT W SABOL3 | 24 STEVENSON AVE CORTLANDT MNR, NY 10567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A.G. INSURANCE AGENCIES, INC. | — | AMERITAS LIFE INSURANCE CORP | $4K | — | $4K | 10.00% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A.G. INSURANCE AGENCIES, INC. | — | AMERITAS LIFE INSURANCE CORP | $751 | — | $751 | 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 | $90 | $2K | 21.25% |
| 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 | $359 | — | $359 | 5.00% |
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 | 136 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 137 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 39 | $274K |
| Dental | AMERITAS LIFE INSURANCE CORP | 67 | $43K |
| Vision | AMERITAS LIFE INSURANCE CORP | 43 | $8K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 125 | $132K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 125 | $125K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 125 | $132K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 125 | — |
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.