| 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 | $15K | $444 | $16K | 4.37% |
| CENTERSTONE INSURANCE AND FINANCIAL3 | — | BLUECROSS BLUESHIELD OF TEXAS | $5K | — | $5K | 1.28% |
| A G INS AGENCIES INC3 | 6100 WESTERN PLACE STE 350 FT WORTH, TX 76107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 7.50% |
| CHRISTOPHER D TYLER3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $7K | 5.53% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $395 | $4K | 3.64% |
| AMARILIS ALTAGRACIA CSIKORTOS3 | 480 CREEK TERRACE DR SAGINAW, TX 76131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $870 | $3K | 2.76% |
| JULIAN OLALDE3 Filed as: JULIAN GABRIEL OLALDE | 342 SAGEMEADOW RD WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.04% |
| PATRICIA HERNANDEZ3 | 4313 AUGUSTA DR GARLAND, TX 75041 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $618 | — | $618 | 0.51% |
| SANDRA DRIVER3 | PO BOX 233 WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $184 | — | $184 | 0.15% |
| BOBBIE JO WORSHAM3 | 8903 APLAMADO DR MCKINNEY, TX 75072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.02% |
| JOSUE AYALA3 | 3140 EVANGELINE RD FORT WORTH, TX 76140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A G INSURANCE AGENCIES INC | 6100 WESTERN PL STE 801 FORT WORTH, TX 761074695 | AMERITAS LIFE INSURANCE CORP | $5K | — | $5K | 10.75% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE & FINANCIAL | SERVIC 12404 PARK CENTRAL DR STE 400S DALLAS, TX 752511800 | AMERITAS LIFE INSURANCE CORP | $2K | — | $2K | 4.84% |
| A. G. INSURANCE AGENCIES,INC.3 Filed as: A.G. INSURANCE AGENCIES, INC | 6100 WESTERN PL DR STE 801 FT WORTH, TX 76107 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $867 | $76 | $943 | 21.75% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE & FINANC | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $217 | — | $217 | 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 | 133 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 16 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 149 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 38 | $355K |
| Dental | AMERITAS LIFE INSURANCE CORP | 118 | $44K |
| Vision | AMERITAS LIFE INSURANCE CORP | 118 | $44K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 121 | $126K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 121 | $122K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 121 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 121 | — |
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.