| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEPHENS BASTIAN AND CARTWRIGHT LP3 | 2351 S FM 51 STE 300 DECATUR, TX 76234 | UNITED HEALTHCARE INSURANCE COMPANY | -$9K | $98K | $88K | 1.57% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC | PO BOX 908 FORT WORTH, TX 76101 | UNITED HEALTHCARE INSURANCE COMPANY | $9K | $0 | $9K | 0.16% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 | 2351 S FM 51 STE 300 DECATUR, TX 76234 | METROPOLITAN LIFE INSURANCE COMPANY | $37K | $0 | $37K | 8.45% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC | PO BOX 908 FORT WORTH, TX 76101 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $356 | $2K | 0.54% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 | 2351 S FM 51 STE 300 DECATUR, TX 76234 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $22K | $0 | $22K | 13.67% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC | PO BOX 908 FORT WORTH, TX 76101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 1.33% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 | 2351 S FM 51 STE 300 DECATUR, TX 76234 | AFLAC | $26K | $55 | $26K | 17.28% |
| MARY L WILLIAMS3 | 1102 STEVENS ST STE 1 BRIDGEPORT, TX 76426 | AFLAC | $3K | $33 | $3K | 2.13% |
| JASON L WEEKS3 | 620 STONEGLEN DR STE L KELLER, TX 76248 | AFLAC | $3K | $9 | $3K | 2.04% |
| JASON L WEEKS3 | 204 S MAIN ST STE 240 KELLER, TX 76248 | AFLAC | $2K | $22 | $2K | 1.60% |
| MARCI M SCHNITKER3 | PO BOX 245 GUNTER, TX 75058 | AFLAC | $1K | $0 | $1K | 0.85% |
| ELIZABETH J WEEKS3 | 204 S MAIN ST STE 120 KELLER, TX 76248 | AFLAC | $1K | $75 | $1K | 0.76% |
| MICHAEL D CHRISMAN3 | 515 S MAIN ST STE 105 WICHITA, KS 67202 | AFLAC | $819 | $0 | $819 | 0.55% |
| ELIZABETH J WEEKS3 | 620 STONEGLEN DR STE L KELLER, TX 76248 | AFLAC | $581 | $69 | $650 | 0.43% |
| MICHAEL J THRASHER3 | 19723 DESNA DR PORTER, TX 77365 | AFLAC | $365 | $48 | $413 | 0.28% |
| TAMMY A PEDERSON3 | 2532 N 4TH ST PMB 556 FLAGSTAFF, AZ 86004 | AFLAC | $221 | $0 | $221 | 0.15% |
| KATHY WIEDEMANN3 | 220 HIGH VIEW DR BOULDER, CO 80304 | AFLAC | $191 | $0 | $191 | 0.13% |
| CATHERINE BAKER3 | 2013 FAIRWAY ST GREENVILLE, TX 75402 | AFLAC | $140 | $51 | $191 | 0.13% |
| DEBRA L SCHMIDT3 | 616 CYPRESS CREEK PKWY STE 101 HOUSTON, TX 77090 | AFLAC | $165 | $0 | $165 | 0.11% |
| ROBERT D GORE3 | 306 CHESAPEAKE AVE VICTORIA, TX 77904 | AFLAC | $120 | $0 | $120 | 0.08% |
| ROBERT L WINFREY3 | 11520 W NANTUCKET CIR WICHITA, KS 67212 | AFLAC | $111 | $0 | $111 | 0.07% |
| KENNETH B ISBELL3 | 132 MOCKINGBIRD LANE JACKSBORO, TX 76458 | AFLAC | $103 | $0 | $103 | 0.07% |
| MONIKA K MANN3 | PO BOX 1235 BRIDGEPORT, TX 76426 | AFLAC | $87 | $0 | $87 | 0.06% |
| RONALD E KIRKLAND3 Filed as: RONALD JONES | 119 KRISTIN DR ALEDO, TX 76008 | AFLAC | $86 | $0 | $86 | 0.06% |
| SHARON E ALFORD3 | 14903 INVERRARY DR HOUSTON, TX 77095 | AFLAC | $85 | $0 | $85 | 0.06% |
| DIANA N MARTINEZ3 | 14016 N LAKE BRANCH LN HOUSTON, TX 77044 | AFLAC | $84 | $0 | $84 | 0.06% |
| SHAWN D SCHWARZ3 | 1010 DOWNING AVE STE 20 HAYS, KS 67601 | AFLAC | $82 | $0 | $82 | 0.05% |
| JOAQUIN M DAVILA3 | 221 N KANSAS ST STE 729 EL PASO, TX 79901 | AFLAC | $74 | $0 | $74 | 0.05% |
| MATTHEW D HODGES3 | 605 N MOTLEY DR OVERTON, TX 75884 | AFLAC | $74 | $0 | $74 | 0.05% |
| BRAD J SCHUMACHER3 | 718 MAIN ST STE 205 HAYS, KS 67601 | AFLAC | $64 | $0 | $64 | 0.04% |
| STEVEN T HURLEY3 | 130 CLYDESDALE LN VICTORIA, TX 77904 | AFLAC | $64 | $0 | $64 | 0.04% |
| THERESA NETTO PHILLIPS3 Filed as: THERESA A CHAMBLISS | 2059 PINE RIVER DR KINGWOOD, TX 77339 | AFLAC | $53 | $8 | $61 | 0.04% |
| ERIC PEDERSON3 | 2615 N 4TH ST STE 1 FLAGSTAFF, AZ 86004 | AFLAC | $57 | $0 | $57 | 0.04% |
| INSURANCE PLANNING GROUP3 Filed as: INSURANCE PLANNING INC | 3006 BROADWAY AVE PO BOX 100 HAYS, KS 67601 | AFLAC | $54 | $0 | $54 | 0.04% |
| T ALLEN HOWDESHELL3 | 1405 SHANNAN CIR #103 GRANBURY, TX 76048 | AFLAC | $51 | $0 | $51 | 0.03% |
| JOHN M JOHNSON3 | 2150 W NORTHWEST HWY STE 114 GRAPEVINE, TX 76051 | AFLAC | $51 | $0 | $51 | 0.03% |
| DAVID DOUG TALMAGE3 Filed as: DAVID TALMAGE | PO BOX 8863 GREENVILLE, TX 75404 | AFLAC | $37 | $10 | $47 | 0.03% |
| CRAIG S DAVIES3 | 109 TIMBER CREEK CT ARGYLE, TX 76226 | AFLAC | $46 | $0 | $46 | 0.03% |
| PAUL WHITE3 Filed as: PAUL SELDON WHITE | 211 E SHEPHERD AVE STE 7 LUFKIN, TX 75901 | AFLAC | $45 | $0 | $45 | 0.03% |
| MARCO JOE KLIMEK3 | 1501 LYNDON B JOHNSON FWY STE 660 DALLAS, TX 75234 | AFLAC | $40 | $0 | $40 | 0.03% |
| ARDELIA M GOFF3 | 1125 JUDSON RD STE 195 LONGVIEW, TX 75601 | AFLAC | $39 | $0 | $39 | 0.03% |
| LARRY W RANGEL3 | 2626 S LOOP W STE 340 HOUSTON, TX 77054 | AFLAC | $36 | $0 | $36 | 0.02% |
| ADAM SCOTT3 | 352 ZAMBEZI LN BULLARD, TX 75767 | AFLAC | $35 | $0 | $35 | 0.02% |
| GARY J IRVIN3 | 2001 W WILLOW KNOLLS DR PEORIA, IL 61614 | AFLAC | $23 | $10 | $33 | 0.02% |
| WILLIAM M HURLEY3 | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $32 | $0 | $32 | 0.02% |
| DAVID J WINDHOLZ3 | 102 W 15TH ST HAYS, KS 67601 | AFLAC | $32 | $0 | $32 | 0.02% |
| MARTHA P BUESS3 | 2948 E RAY AVE SALINA, KS 67401 | AFLAC | $32 | $0 | $32 | 0.02% |
| SCOTT G GOFF3 | 12311 COLBY CIR TYLER, TX 75707 | AFLAC | $30 | $0 | $30 | 0.02% |
| KYLE MCALISTER3 Filed as: KYLE R MCALISTER | PO BOX 2533 ABILENE, TX 79604 | AFLAC | $26 | $0 | $26 | 0.02% |
| MARCO JOE KLIMEK3 | 3301 AIRPORT FWY STE 324 BEDFORD, TX 76021 | AFLAC | $24 | $0 | $24 | 0.02% |
| DALE L HOLCOMB3 | 22218 QUEENBURY HILLS DR HOUSTON, TX 77073 | AFLAC | $23 | $0 | $23 | 0.02% |
| TODD A STULL3 | 8203 WILLOW PLACE DR S STE 510 HOUSTON, TX 77070 | AFLAC | $21 | $0 | $21 | 0.01% |
| RONNIE PATTON3 Filed as: RONNIE C WEBBER | 411 GREEN MEADOW TRL HOLLY LAKE RANCH, TX 75765 | AFLAC | $20 | $0 | $20 | 0.01% |
| KENNETH D MORRIS JR3 | 5410 PLYMOUTH DR LAWRENCE, KS 66049 | AFLAC | $20 | $0 | $20 | 0.01% |
| KYLE DEWAYNE BRASHER3 | 320 COUNTY ROAD 524 NACOGDOCHES, TX 75964 | AFLAC | $19 | $0 | $19 | 0.01% |
| JODY HIPP3 Filed as: JODY K HIPP | PO BOX 1587 HAYS, KS 67601 | AFLAC | $16 | $0 | $16 | 0.01% |
| NATHAN L HARRISON3 | 16024 MANCHESTER RD 2ND FLOOR STE 200 ELLISVILLE, MO 63011 | AFLAC | $15 | $0 | $15 | 0.01% |
| CHRISTOPHER THOMAS HIPP3 | 718 MAIN ST STE 205 HAYS, KS 67601 | AFLAC | $15 | $0 | $15 | 0.01% |
| MICHAEL A CUTAIA3 | 1225 NORTH LOOP W STE 214 HOUSTON, TX 77008 | AFLAC | $14 | $0 | $14 | 0.01% |
| THE GOODSPEED INSURANCE AGENCY INC3 | 2815 VALLEY VIEW STE 115 DALLAS, TX 75234 | AFLAC | $13 | $0 | $13 | 0.01% |
| LANCE J MILLER3 | 17133 KNOLL DALE TRAIL CONROE, TX 77385 | AFLAC | $12 | $0 | $12 | 0.01% |
| MARY E PASLER3 | 536 LANDMARK DR NAPLES, FL 34112 | AFLAC | $11 | $0 | $11 | 0.01% |
| MICHAEL GRASS3 | 21707 KINGSLAND BLVD STE 105 KATY, TX 77450 | AFLAC | $11 | $0 | $11 | 0.01% |
| DAWN D STILLWELL3 | 135 S SAGE HOLLOW DRIPPING SPRINGS, TX 78620 | AFLAC | $9 | $0 | $9 | 0.01% |
| JENNY READ3 Filed as: JENNY L READ | 105 N STATE ST STE 103 DECATUR, TX 76234 | AFLAC | $8 | $0 | $8 | 0.01% |
| BARBARA BAROS3 | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $8 | $0 | $8 | 0.01% |
| JULIE KICKER3 Filed as: JULIE A KICKER | 719 E COTTONWOOD LN CASA GRANDE, AZ 85122 | AFLAC | $7 | $0 | $7 | 0.00% |
| ROBERT ALANIS MARTINEZ3 | PO BOX 1103 SAINT FRANCIS, KS 67756 | AFLAC | $7 | $0 | $7 | 0.00% |
| STEVEN T HURLEY3 | 130 CLYDESDALE LN VICTORIA, TX 77904 | AFLAC | $6 | $0 | $6 | 0.00% |
| VINCENT CHARLES MCDOWELL3 | 1426 E IRON EAGLE DR EAGLE, IN 83616 | AFLAC | $6 | $0 | $6 | 0.00% |
| NICOLE A FLETCHER3 | 8815 W NANTUCKET ST WICHITA, KS 67212 | AFLAC | $6 | $0 | $6 | 0.00% |
| DAVID L DEARDORFF3 | 9083 E 138TH ST S BIXBY, OK 74008 | AFLAC | $6 | $0 | $6 | 0.00% |
| CECIL RAY PARKER3 | 1102 FM 378 LORENZO, TX 79343 | AFLAC | $5 | $0 | $5 | 0.00% |
| DAWN D STILLWELL3 | 206 GATLIN CREEK RD DRIPPING SPRINGS, TX 78620 | AFLAC | $5 | $0 | $5 | 0.00% |
| PETER B WILKINSON JR3 | 6202 IOLA AVE STE 115 LUBBOCK, TX 79424 | AFLAC | $5 | $0 | $5 | 0.00% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT L CLARK | 7606 UNIVERSITY AVE STE F LUBBOCK, TX 79423 | AFLAC | $5 | $0 | $5 | 0.00% |
| SANDRA L SARFF3 | 7090 N ORACLE RD 178 PMB 152 TUCSON, AZ 85704 | AFLAC | $5 | $0 | $5 | 0.00% |
| STACY ERVIEN3 | 25175 ROAD N 8 CORTEZ, CO 81321 | AFLAC | $5 | $0 | $5 | 0.00% |
| KEVIN D GOODMAN3 | 749 GATEWAY BLDG D ABILENE, TX 79602 | AFLAC | $5 | $0 | $5 | 0.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES INC | PO BOX 632886 CINCINNATI, OH 45263 | AFLAC | $4 | $0 | $4 | 0.00% |
| JOHN A BACON3 | 1025 DURHAM GARDEN CT O FALLON, MO 63368 | AFLAC | $3 | $0 | $3 | 0.00% |
| WILLIAM M HURLEY3 | 7125 CHILTON TYLER, TX 75701 | AFLAC | $3 | $0 | $3 | 0.00% |
| JACK GATHINGS3 | 7235 S GOLFSIDE LANE PHOENIX, AZ 85042 | AFLAC | $3 | $0 | $3 | 0.00% |
| SCOTT G GOFF3 | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $3 | $0 | $3 | 0.00% |
| T ALLEN HOWDESHELL3 | 2400 STATE HIGHWAY 121 #2403 EULESS, TX 76039 | AFLAC | $3 | $0 | $3 | 0.00% |
| KAREN D MAYER3 | 8309 E 65TH ST TULSA, OK 74133 | AFLAC | $3 | $0 | $3 | 0.00% |
| JOHN DOLLAR3 Filed as: JOHN R DOLLAR | 588 E WOLF HOLLOW DR CASA GRANDE, AZ 85122 | AFLAC | $3 | $0 | $3 | 0.00% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $3 | $0 | $3 | 0.00% |
| SHELLY WIEGAND3 | 2607 ARMATRADING DR CEDAR PARK, TX 78613 | AFLAC | $3 | $0 | $3 | 0.00% |
| ZACHARY EUGENE VICKERS3 Filed as: ZACHARY K JOHNSON | 4447 N CENTRAL EXPY STE 110 DALLAS, TX 75205 | AFLAC | $3 | $0 | $3 | 0.00% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $2 | $0 | $2 | 0.00% |
| JEFF MUSGROVE3 | 3126 PINEY FOREST DR HOUSTON, TX 77084 | AFLAC | $2 | $0 | $2 | 0.00% |
| PRENTISS ATKINS CASTLE JR3 | 25503 PENGUIN ST MAGNOLIA, TX 77355 | AFLAC | $2 | $0 | $2 | 0.00% |
| SCOTT WEBB3 | 2155 W PINNACLE PEAK RD STE 205 PHOENIX, AZ 85027 | AFLAC | $2 | $0 | $2 | 0.00% |
| JEROME JEFFREY PESEK3 | 330 TORRINGTON DR AUSTIN, TX 78737 | AFLAC | $2 | $0 | $2 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL T RUSHING | 21973 FM 15 TROUP, TX 75789 | AFLAC | $2 | $0 | $2 | 0.00% |
| POWELL A JOHNSON III3 | 9074 ELM TREE CIR TYLER, TX 75703 | AFLAC | $2 | $0 | $2 | 0.00% |
| TERRY MICHAEL LAXSON3 | 2101 S INTERSTATE 35 STE 100 AUSTIN, TX 78741 | AFLAC | $2 | $0 | $2 | 0.00% |
| ANTONIA DAVILA3 | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $2 | $0 | $2 | 0.00% |
| TERRY MICHAEL LAXSON3 | 6836 FM 2244 RD BLDG 3 AUSTIN, TX 78746 | AFLAC | $2 | $0 | $2 | 0.00% |
| MICHAEL SHANE KIRKLAND3 | 137 PLANTATION DR KILLEN, AL 35645 | AFLAC | $2 | $0 | $2 | 0.00% |
| BILLY KEITH3 | 3827 N 10TH ST STE 303 MCALLEN, TX 78501 | AFLAC | $1 | $0 | $1 | 0.00% |
| MICHAEL W. HART3 Filed as: MICHAEL W HART | 44 WINDSWEPT DR PORT LAVACA, TX 77979 | AFLAC | $1 | $0 | $1 | 0.00% |
| CHERISE M WADE3 | 1931 HIGHWAY 90 W SEALY, TX 77474 | AFLAC | $1 | $0 | $1 | 0.00% |
| STEVE WHITTEN3 | 7606 UNIVERSITY AVE STE F LUBBOCK, TX 79423 | AFLAC | $1 | $0 | $1 | 0.00% |
| MICHAEL SHANE KIRKLAND3 | 327 S WALNUT ST FLORENCE, AL 35630 | AFLAC | $1 | $0 | $1 | 0.00% |
| ROBERT SALAS3 | 1747 PARKVIEW LANE MISSOURI CITY, TX 77459 | AFLAC | $1 | $0 | $1 | 0.00% |
| K G SMITH LLC3 | 7606 EASTWOOD LAKE LN RICHMOND, TX 77407 | AFLAC | $1 | $0 | $1 | 0.00% |
| DARREN W BOLLENBACH3 | 420 W 31ST ST HOUSTON, TX 77018 | AFLAC | $1 | $0 | $1 | 0.00% |
| JAY T REX3 | 3710 CANEY CREEK RD AUSTIN, TX 78732 | AFLAC | $1 | $0 | $1 | 0.00% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 | 2351 S FM 51 STE 300 DECATUR, TX 76234 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | $0 | $16K | 13.62% |
| HIGGINBOTHAM INS AGENCY INC3 Filed as: HIGGINBOTHAM INSURANCE AGENCY INC | PO BOX 908 FORT WORTH, TX 76101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 1.38% |
| STEPHENS BASTIAN AND CARTWRIGHT LP3 | 2351 S FM 51 STE 300 DECATUR, TX 76234 | AFLAC | $293 | $0 | $293 | 34.51% |
| MARY L WILLIAMS3 | 1102 STEVENS ST STE 1 BRIDGEPORT, TX 76426 | AFLAC | $40 | $0 | $40 | 4.71% |
| JASON L WEEKS3 | 620 STONEGLEN DR STE L KELLER, TX 76248 | AFLAC | $32 | $0 | $32 | 3.77% |
| JASON L WEEKS3 | 204 S MAIN ST STE 240 KELLER, TX 76248 | AFLAC | $27 | $0 | $27 | 3.18% |
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 | 522 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 526 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 1,266 | $5.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,852 | $444K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,852 | $444K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 419 | $64K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 275 | $162K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 225 | $119K |
| Other(3 contracts, 2 carriers) | AFLAC | 413 | $164K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,852 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.