| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CARLISLE-CORRIGAN BENEFITS LLC3 Filed as: CARLISLE-CORRIGAN BENEFITS, LLC | 500 N WATER ST STE 900 CORPUS CHRISTI, TX 784010234 | HUMANA HEALTH PLAN OF TEXAS, INC. | $45K | — | $45K | 4.93% |
| KAREN MICHELLE NICHOLS3 Filed as: KAREN K GREGORY | 113 LAKESHORE DR CORPUS CHRISTI, TX 784132635 | HUMANA HEALTH PLAN OF TEXAS, INC. | $9 | — | $9 | 0.00% |
| THOMAS L. CARLISLE3 | 233 CAPE MAY DR CORPUS CHRISTI, TX 784122668 | HUMANA HEALTH PLAN OF TEXAS, INC. | -$1K | — | -$1K | -0.13% |
| CARLISLE-CORRIGAN BENEFITS LLC3 Filed as: CARLISLE-CORRIGAN BENEFITS, LLC | 500 N WATER ST STE 900 CORPUS CHRISTI, TX 784010234 | HUMANA INSURANCE COMPANY | $9K | — | $9K | 9.01% |
| THOMAS L. CARLISLE3 | 233 CAPE MAY DR CORPUS CHRISTI, TX 784122668 | HUMANA INSURANCE COMPANY | $977 | — | $977 | 1.02% |
| KAREN MICHELLE NICHOLS3 Filed as: KAREN K GREGORY | 113 LAKESHORE DR CORPUS CHRISTI, TX 784132635 | HUMANA INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| DEBORAH A WHITTINGTON3 Filed as: DEBORAH WHITTINGTON | PO BOX 8132 CORPUS CHRISTI, TX 78468 | AFLAC | $6K | $349 | $6K | 10.09% |
| ALEXANDER A ARTMAN3 Filed as: ALEXANDER ARTMAN | 7406 PRAIRIE DR CORPUS CHRISTI, TX 78413 | AFLAC | $953 | $70 | $1K | 1.60% |
| LINDA R MENDEZ3 Filed as: LINDA MENDEZ | 7406 PRAIRIE DR CORPUS CHRISTI, TX 78413 | AFLAC | $915 | — | $915 | 1.43% |
| JOE A RODGERS3 Filed as: JOE RODGERS | PO BOX 18777 CORPUS CHRISTI, TX 78480 | AFLAC | $723 | $70 | $793 | 1.24% |
| ARMANDO PEREZ3 | 5622 TANGLEWOOD DR CORPUS CHRISTI, TX 78412 | AFLAC | $698 | — | $698 | 1.09% |
| WILLIAM HURLEY3 | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $412 | — | $412 | 0.64% |
| CHARLES MCCRANN3 | PO BOX 6971 CORPUS CHRISTI, TX 78466 | AFLAC | $396 | — | $396 | 0.62% |
| BARBARA BAROS3 | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $246 | — | $246 | 0.38% |
| DEWAYNE E RICHARDSON3 Filed as: DEWAYNE RICHARDSON | 7902 PATO ST CORPUS CHRISTI, TX 78414 | AFLAC | $170 | — | $170 | 0.27% |
| LORENZO RIVERA3 | 3237 BRIARHURST ST CORPUS CHRISTI, TX 78414 | AFLAC | $131 | — | $131 | 0.20% |
| BARBARA K CAMPBELL3 Filed as: BARBARA CAMPBELL | PO BOX 633 SEADRIFT, TX 77983 | AFLAC | $105 | — | $105 | 0.16% |
| ANTONIA DAVILA3 | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $75 | — | $75 | 0.12% |
| PHILLIP W STORM3 Filed as: PHILLIP STORM | PO BOX 867 ALICE, TX 78333 | AFLAC | $72 | — | $72 | 0.11% |
| CINIA C MONTOYA3 Filed as: CINIA MONTOYA | 4721 WOOLDRIDGE CORPUS CHRISTI, TX 78413 | AFLAC | $67 | — | $67 | 0.10% |
| JUDY LAFEMINA3 | PO BOX 2129 FRISCO, TX 75034 | AFLAC | $50 | — | $50 | 0.08% |
| DONALD T BARNUM3 Filed as: DONALD BARNUM | 54 FLATROCK CIRCLE PO BOX 466 LEAKEY, TX 78873 | AFLAC | $34 | — | $34 | 0.05% |
| J FLORES3 | 912 3RD ST FLORESVILLE, TX 78114 | AFLAC | $34 | — | $34 | 0.05% |
| JOSE J RAMIREZ3 Filed as: JOSE RAMIREZ | PO BOX 681176 SAN ANTONIO, TX 78268 | AFLAC | $34 | — | $34 | 0.05% |
| LARRY D DENNY3 Filed as: LARRY MARONEY | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $29 | — | $29 | 0.05% |
| KAREN BARNUM3 | 54 FLATROCK CIRCLE PO BOX 466 LEAKEY, TX 78873 | AFLAC | $26 | — | $26 | 0.04% |
| BILLY KEITH3 | 3827 N 10TH ST SUITE 303 MCALLEN, TX 78501 | AFLAC | $24 | — | $24 | 0.04% |
| JOAN DANNELLY3 | 20110 AMBERVINE CIRCLE KATY, TX 77450 | AFLAC | $22 | — | $22 | 0.03% |
| ANDREW M GARCIA3 Filed as: ANDREW GARCIA | 906 CARMEL PARKWAY CORPUS CHRISTI, TX 78411 | AFLAC | $20 | — | $20 | 0.03% |
| STEVEN T HURLEY3 Filed as: STEVEN HURLEY | 130 CLYDESDALE LN VICTORIA, TX 77904 | AFLAC | $18 | — | $18 | 0.03% |
| BRUCE GOULET3 | 4122 CAPRI DR CORPUS CHRISTI, TX 78411 | AFLAC | $17 | — | $17 | 0.03% |
| JAY T REX3 Filed as: JAY REX | 3710 CANEY CREEK RD AUSTIN, TX 78732 | AFLAC | $16 | — | $16 | 0.02% |
| EDDIE MARBURGER JR3 | PO BOX 1018 EDINBURG, TX 78540 | AFLAC | $6 | — | $6 | 0.01% |
| PHILIP M CHURCHILL3 Filed as: PHILIP CHURCHILL | 2000 AVONLEA PL APT 202 WOODSTOCK, GA 30189 | AFLAC | $5 | — | $5 | 0.01% |
| TIFFANY INGRAM WALKER3 Filed as: TIFFANY WALKER | 23611 LITCHFIELD BEND LN KATY, TX 77494 | AFLAC | $4 | — | $4 | 0.01% |
| ELADIO MOREN DAVILA3 Filed as: ELADIO DAVILA | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $4 | — | $4 | 0.01% |
| JOE A DEPASQUAL3 Filed as: JOE DEPASQUAL | 403 N FM 113 WEATHERFORD, TX 76088 | AFLAC | $3 | — | $3 | 0.00% |
| MARCOS A DOMINGUEZ3 Filed as: MARCOS DOMINGUEZ | 2800 OLD KINGSVILLE RD ALICE, TX 78332 | AFLAC | $2 | — | $2 | 0.00% |
| JOHN PHILLIPS3 | PO BOX 4751 EDINBURG, TX 78540 | AFLAC | $1 | — | $1 | 0.00% |
| MARK J WOOD3 Filed as: MARK WOOD | 2912 MAPLE CREEK DR FORT WORTH, TX 76177 | AFLAC | $1 | — | $1 | 0.00% |
| KAREN MICHELLE NICHOLS3 Filed as: KAREN K GREGORY | 113 LAKESHORE DR CORPUS CHRISTI, TX 784132635 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3K | — | $3K | 14.40% |
| CARLISLE-CORRIGAN BENEFITS LLC3 Filed as: CARLISLE-CORRIGAN BENEFITS, LLC | 500 N WATER ST STE 900 CORPUS CHRISTI, TX 784010234 | HUMANA DENTAL INSURANCE COMPANY | $2K | — | $2K | 9.65% |
| THOMAS L. CARLISLE3 | 233 CAPE MAY DR CORPUS CHRISTI, TX 784122668 | HUMANA DENTAL INSURANCE COMPANY | $172 | — | $172 | 0.90% |
| KAREN MICHELLE NICHOLS3 Filed as: KAREN K GREGORY | 113 LAKESHORE DR CORPUS CHRISTI, TX 784132635 | HUMANA DENTAL INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| CARLISLE-CORRIGAN BENEFITS LLC3 | 500 N WATER ST CORPUS CHRISTI, TX 78401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $248 | — | $248 | 3.46% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TAMARA BROWN GALLAGHER | 405 JOHNS RD BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | — | $155 | 2.16% |
| JOHN WEBER3 | 101 N UPPER BROADWAY ST CORPUS CHRISTI, TX 78401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.95% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | — | $67 | 0.93% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DRIVE LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.86% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 116 SPINEL LN KNIGHTGALE, NC 27545 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.46% |
| SA GENERAL AGENCY INC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.45% |
| LISA M MITCHELL3 | 30251 NORMAN ROAD RIO HONDO, TX 78583 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.14% |
| LEONIDES H VILLA3 | 522 E VILLARET BLVD SAN ANTONIO, TX 78221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.14% |
| SALAZAR INSURANCE GROUP LLC3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.06% |
| DONNA SWINNEA3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.06% |
| BRUCE D AKERS3 | 2383 CALYPSO LANE LEAGUE CITY, TX 77573 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.04% |
| PARAGON ADVISORY LLC3 | 501 NE 5TH TERRACE FT LAUDERDALE, FL 33301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.04% |
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 | 147 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HUMANA HEALTH PLAN OF TEXAS, INC. | 113 | $937K |
| Dental | HUMANA INSURANCE COMPANY | 147 | $95K |
| Vision | HUMANA DENTAL INSURANCE COMPANY | 108 | $19K |
| Life insurance(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 147 | $103K |
| Short-term disability | AFLAC | 58 | $64K |
| Long-term disability | AFLAC | 58 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.