| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC-DALLAS | 8144 WALNUT HILL LN FL 15 DALLAS, TX 752314388 | UNITED HEALTHCARE INSURANCE COMPANY | $22K | $93K | $114K | 6.03% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53K | $5K | $58K | 9.73% |
| SHAUN PATRICK CLARK3 | 2401 SPRINGHILL AVENUE FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $17K | $29K | 4.79% |
| VIRGINIA LEDER-CLARK3 | 2800 SPRING OAKS HIGHLAND VILLAGE, TX 75077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | $5K | $22K | 3.67% |
| UZIEL RIVERA3 | 1267 SILVER TORCH DRIVE BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $6K | $19K | 3.26% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $5K | $10K | 1.63% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $2K | $9K | 1.58% |
| INGLE BENEFITS LLC3 | 1840 LARIAT TRAIL CELINA, TX 75009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $2K | $7K | 1.22% |
| WILLIAM LEROY VINCENT3 | 2501 CHAMBRAY LANE MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $927 | $4K | 0.65% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $513 | — | $513 | 0.09% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $378 | — | $378 | 0.06% |
| LORI LAINE3 | 34676 CONADRIA AVE YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $107 | $164 | 0.03% |
| MARY BETH HARRIS3 | 6002 BLUE BAY DRIVE DALLAS, TX 75248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | — | $104 | 0.02% |
| SANDRA DRIVER3 | 3216 MALCOM RD MELISSA, TX 75454 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $100 | — | $100 | 0.02% |
| PETER DEL INVESTMENTS INC3 | 247 GRAHAM DR FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.01% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | — | $49 | 0.01% |
| FRANCISCO X CABRERA3 | 8616 PALMER COURT MCKINNEY, TX 75072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 0.01% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.00% |
| RUBEN D PEREZ3 | 6352 ALCORN AVE DALLAS, TX 75217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.00% |
| SALLY ELIZABETH PARKER3 | 121 I ST SW ARDMORE, OK 73401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| SULEIKA BLOOM3 | 152 LAKERIDGE DR DALLAS, TX 75218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| LEONIDES H VILLA3 | 522 E VILLARET BLVD SAN ANTONIO, TX 78221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: SMARSH & MCLENNAN AGENCY LLC-DALLAS | 8144 WALNUT HILL LN FL 15 DALLAS, TX 752314388 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 34.83% |
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 | 386 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 386 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 434 | $1.9M |
| Life insurance | UNITED HEALTHCARE INSURANCE COMPANY | 0 | $18K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 311 | $613K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 434 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.