| 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 | $14K | $288 | $15K | 4.34% |
| A G INS AGENCIES INC3 | 6100 WESTERN PLACE STE 801 FT WORTH, TX 76107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 6.73% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 4.82% |
| CHRISTOPHER D TYLER3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 4.62% |
| AMARILIS ALTAGRACIA CSIKORTOS3 | 480 CREEK TERRACE DR SAGINAW, TX 76131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $517 | $3K | 2.09% |
| PATRICIA HERNANDEZ3 | 4313 AUGUSTA DR GARLAND, TX 75041 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $882 | — | $882 | 0.67% |
| JULIAN OLALDE3 Filed as: JULIAN GABRIEL OLALDE | 342 SAGEMEADOW RD WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $826 | — | $826 | 0.63% |
| MIRANDA JOYCE DAVIS3 | 1420 W MCDERMOTT DR APT 928 ALLEN, TX 75013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $583 | — | $583 | 0.44% |
| SANDRA DRIVER3 | 3216 MALCOLM RD. MELISSA, TX 75454 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | — | $155 | 0.12% |
| ROBYN ANGELA SANDERS3 | 4624 WARWICK LN FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $16 | $35 | 0.03% |
| ERNESTO ELOY GARCIA3 | 1244 WILSON DR LANTANA, TX 76226 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| 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 | 10.00% |
| 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 | 4.50% |
| 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 | $610 | $53 | $663 | 21.74% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE & FINANC | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $153 | $153 | 5.02% |
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 | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 46 | $338K |
| Dental(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 132 | $392K |
| Vision | AMERITAS LIFE INSURANCE CORP | 132 | $53K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 130 | $135K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 130 | $132K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 130 | $135K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 132 | — |
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.