| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN #15 DALLAS, TX 75231 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $68K | $68K | 3.78% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN #15 DALLAS, TX 75231 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66K | $11K | $77K | 9.84% |
| VIRGINIA LEDER-CLARK3 | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35K | $10K | $45K | 5.76% |
| MANUEL FUENTES4 | 19327 TALAVERA RIDGE SAN ANTONIO, TX 78257 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $3K | $12K | 1.55% |
| BILLY MARK ROBERSON3 | 17415 SHADY CANYON SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $2K | $12K | 1.54% |
| UZIEL RIVERA3 | 1267 SILVER TORCH DRIVE BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $3K | $12K | 1.52% |
| OMAR MENDOZA4 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $2K | $11K | 1.47% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $4K | $9K | 1.14% |
| CAROL M PASTERNAK-RIFFE3 | 247 GRAHAM DR FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $703 | $3K | 0.39% |
| CALVIN DEAN INGLE3 | 1840 LARIAT TRAIL CELINA, TX 75009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $315 | $2K | 0.29% |
| HORIZON BENEFITS LLC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $710 | $2K | 0.26% |
| SA GENERAL AGENCY INC4 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $568 | $566 | $1K | 0.15% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $633 | $350 | $983 | 0.13% |
| EAST TEXAS BUSINESS SOLUTIONS LLC3 | 641 COUNTY ROAD 2311 MINEOLA, TX 75773 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | $577 | $739 | 0.09% |
| CRAIG LEE KREUTZER3 | 1112 WILSON DRIVE LANTANA, TX 76226 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $656 | $55 | $711 | 0.09% |
| WENDY E GUAJARDO-RANGEL3 | 3083 HERSCHEL AVE. APT. 204 DALLAS, TX 78219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $338 | $22 | $360 | 0.05% |
| THOMAS SNYDER3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | $206 | $357 | 0.05% |
| SULEIKA BLOOM3 | 152 LAKERIDGE DR DALLAS, TX 75218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $232 | $43 | $275 | 0.04% |
| ERNESTO ELOY GARCIA3 | 4710 FALLON PL DALLAS, TX 75227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $212 | $0 | $212 | 0.03% |
| MARY BETH HARRIS3 | 6002 BLUE BAY DRIVE DALLAS, TX 75248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $144 | — | $144 | 0.02% |
| SANDRA DRIVER3 | PO BOX 233 WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | $0 | $126 | 0.02% |
| BUDDY GLENN DRIVER3 | 1703 TAMARACK DRIVE WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $0 | $109 | 0.01% |
| DIEGO DE MOYA3 | 1704 VALLEY VIEW LN APT. 2020 IRVING, TX 75061 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | $0 | $94 | 0.01% |
| FRANCISCO X CABRERA3 | P.O BOX 1871 FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $0 | $83 | 0.01% |
| REBECCA G DEJESUS3 | 3732 HILLSDALE DR FLOWER MOUND, TX 75022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $0 | $68 | 0.01% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $0 | $60 | 0.01% |
| DUDLEY HERRERA3 | 10502 KINGSTON CREEK LN CYPRESS, TX 77433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.00% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 0.00% |
| ALEXANDER OTTONIEL CANAS3 | 26123 BOUQUET CANYON RD SANTA CLARITA, CA 91350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.00% |
| RUBEN D PEREZ3 | 6352 ALCORN AVE DALLAS, TX 75217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.00% |
| LEONIDES H VILLA3 | 522 E VILLARET BLVD SAN ANTONIO, TX 78221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.00% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.00% |
| SALLY ELIZABETH PARKER3 | 309 WINDMILL DRIVE LAVON, TX 75166 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN #15 DALLAS, TX 75231 | SUN LIFE ASSURANCE COMPANY OF CANADA | $17K | $521 | $18K | 13.67% |
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 | 491 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 491 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 318 | $1.8M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 210 | $130K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 210 | $130K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 210 | $130K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 373 | $910K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 373 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.