| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MPART BENEFITS INC | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $9K | $21K | 29.12% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.02% |
| MARY BETH HARRIS | 6002 BLUE BAY DRIVE DALLAS, TX 75248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $715 | — | $715 | 1.01% |
| INGLE BENEFITS LLC | 1840 LARIAT TRAIL CELINA, TX 75009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $124 | $90 | $214 | 0.30% |
| DAVID EVANS | 2711 YORK CT. SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 0.11% |
| VIRGINIA LEDER-CLARK | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $22 | $54 | 0.08% |
| DEACON CHARLES KAVANAUGH | 6336 HILL CREEK DR. THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| SHELLIE LYN COX | 6015 MCCANN RD LONGVIEW, TX 75605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
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 | 542 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 542 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 542 | $331K |
| Vision | VSP VISION CARE | 481 | $98K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 99 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 542 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.