| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | $54K | $62K | 6.69% |
| CARLISLE-CORRIGAN BENEFITS LLC3 Filed as: CARLISLE-CORRIGAN BENEFITS, LLC | 500 N WATER ST STE 900 CORPUS CHRISTI, TX 78401 | UNITEDHEALTHCARE INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| DEBORAH A WHITTINGTON3 | PO BOX 8132 CORPUS CHRISTI, TX 78468 | AFLAC | $5K | $272 | $5K | 7.38% |
| LINDA R MENDEZ3 | 9489 CHARDON CIR APT 111 WEST CHESTER, OH 45069 | AFLAC | $685 | $60 | $745 | 1.10% |
| ALEXANDER A ARTMAN3 Filed as: ALEXANDER ARTMAN | 6880 POE AVE SUITE 400 VANDALIA, OH 45414 | AFLAC | $644 | $60 | $704 | 1.04% |
| JOE A RODGERS3 | PO BOX 18777 CORPUS CHRISTI, TX 78480 | AFLAC | $584 | — | $584 | 0.86% |
| ARMANDO PEREZ3 | 5622 TANGLEWOOD DR CORPUS CHRISTI, TX 78412 | AFLAC | $577 | — | $577 | 0.85% |
| SALVADOR DALI SANCHEZ3 | 5330 MEADOWGATE DR CORPUS CHRISTI, TX 78413 | AFLAC | $481 | $27 | $508 | 0.75% |
| WILLIAM M HURLEY3 | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $335 | — | $335 | 0.50% |
| CHARLES MCCRANN3 | PO BOX 6971 CORPUS CHRISTI, TX 78466 | AFLAC | $309 | — | $309 | 0.46% |
| DONAVAN W MASSEY3 | 14901 WINDWARD DR APT 304 CORPUS CHRISTI, TX 78418 | AFLAC | $215 | — | $215 | 0.32% |
| BARBARA BAROS3 | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $195 | — | $195 | 0.29% |
| DEWAYNE E RICHARDSON3 | 7902 PATO ST CORPUS CHRISTI, TX 78414 | AFLAC | $135 | — | $135 | 0.20% |
| LORENZO RIVERA3 | 3237 BRIARHURST ST CORPUS CHRISTI, TX 78414 | AFLAC | $92 | — | $92 | 0.14% |
| BARBARA K CAMPBELL3 | PO BOX 633 SEADRIFT, TX 77983 | AFLAC | $75 | — | $75 | 0.11% |
| ANTONIA DAVILA3 | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $64 | — | $64 | 0.09% |
| PHILLIP W STORM3 | PO BOX 867 ALICE, TX 78333 | AFLAC | $60 | — | $60 | 0.09% |
| CINIA C MONTOYA3 | 4721 WOOLDRIDGE RD CORPUS CHRISTI, TX 78413 | AFLAC | $57 | — | $57 | 0.08% |
| FRANK D LAFEMINA3 | 165 S GUADALUPE ST STE 120 SAN MARCOS, TX 78666 | AFLAC | $39 | — | $39 | 0.06% |
| DONALD T BARNUM3 | 54 FLATROCK CIRCLE PO BOX 466 LEAKEY, TX 78873 | AFLAC | $34 | — | $34 | 0.05% |
| TRACEY DUTTON3 | 8631 GARLAND HWY CLINTON, NC 28328 | AFLAC | $31 | — | $31 | 0.05% |
| JOSE J RAMIREZ3 | PO BOX 681176 SAN ANTONIO, TX 78268 | AFLAC | $29 | — | $29 | 0.04% |
| J ANTHONY FLORES3 | 912 3RD ST FLORESVILLE, TX 78114 | AFLAC | $29 | — | $29 | 0.04% |
| KAREN BARNUM3 | 54 FLATROCK CIRCLE PO BOX 466 LEAKEY, TX 78873 | AFLAC | $26 | — | $26 | 0.04% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $23 | — | $23 | 0.03% |
| CLARENCE E (GENE) DANNELLY3 Filed as: CLARENCE E GENE DANNELLY | 20110 AMBERVINE CIRCLE KATY, TX 77450 | AFLAC | $22 | — | $22 | 0.03% |
| STEVEN T HURLEY3 | 130 CLYDESDALE LN VICTORIA, TX 77904 | AFLAC | $18 | — | $18 | 0.03% |
| DAWN HARDIN3 | 1065 E COUNTY ROAD 2350 RIVIERA, TX 78379 | AFLAC | $17 | — | $17 | 0.03% |
| ANDREW M GARCIA3 | 906 CARMEL PARKWAY CORPUS CHRISTI, TX 78411 | AFLAC | $17 | — | $17 | 0.03% |
| BRUCE GOULET3 | 4122 CAPRI DR CORPUS CHRISTI, TX 78411 | AFLAC | $17 | — | $17 | 0.03% |
| JOEL S WADDELL3 | 354 NC 581 HWY S GOLDSBORO, NC 27530 | AFLAC | $16 | — | $16 | 0.02% |
| BRENDA Y HERNANDEZ3 | 302 LORENALY DR BROWNSVILLE, TX 78526 | AFLAC | $14 | — | $14 | 0.02% |
| JAY T REX3 | 3710 CANEY CREEK RD AUSTIN, TX 78732 | AFLAC | $13 | — | $13 | 0.02% |
| NORMA TREVINO3 | 22002 GIRARD OAKS SAN ANTONIO, TX 78258 | AFLAC | $13 | — | $13 | 0.02% |
| DAWN HARDIN3 | 488 S COUNTY RD 1144 RIVIERA, TX 78379 | AFLAC | $12 | — | $12 | 0.02% |
| BILLY KEITH3 | 2211 N 23RD ST MCALLEN, TX 78501 | AFLAC | $12 | — | $12 | 0.02% |
| SAMUEL O GUERRERO3 | 5156 N EXPRESSWAY BROWNSVILLE, TX 78526 | AFLAC | $11 | — | $11 | 0.02% |
| BILLY KEITH3 | 3827 N 10TH ST STE 303 MCALLEN, TX 78501 | AFLAC | $9 | — | $9 | 0.01% |
| KATHY J JOHNSON3 | 4600 N 5TH ST MCALLEN, TX 78504 | AFLAC | $7 | — | $7 | 0.01% |
| ELADIO MOREN DAVILA3 | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $4 | — | $4 | 0.01% |
| TIFFANY INGRAM WALKER3 Filed as: TIFFANY I WALKER | 23611 LITCHFIELD BEND LN KATY, TX 77494 | AFLAC | $4 | — | $4 | 0.01% |
| NORMA TREVINO3 | 24245 WILDERNESS OAK APT 2106 SAN ANTONIO, TX 78258 | AFLAC | $3 | — | $3 | 0.00% |
| MARCOS A DOMINGUEZ3 | 2800 OLD KINGSVILLE RD ALICE, TX 78332 | AFLAC | $2 | — | $2 | 0.00% |
| JOE A DEPASQUAL3 | 403 N FM 113 WEATHERFORD, TX 76088 | AFLAC | $2 | — | $2 | 0.00% |
| PHILIP M CHURCHILL3 | 2000 AVONLEA PL APT 202 WOODSTOCK, GA 30189 | AFLAC | $2 | — | $2 | 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 | 13.80% |
| NYLIFE SECURITIES LLC3 Filed as: NYLIFE SECURITIES, LLC | PO BOX 796 NEW YORK, NY 101590796 | THE PAUL REVERE LIFE INSURANCE COMPANY | $148 | — | $148 | 0.75% |
| ACRISURE LLC3 | 500 N WATER CORPUS CHRISTI, TX 78471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $166 | — | $166 | 3.47% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TAMARA BROWN GALLAGHER | 405 JOHNS RD BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | — | $104 | 2.17% |
| JOHN WEBER3 | 101 N UPPER BROADWAY ST CORPUS CHRISTI, TX 78401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | — | $74 | 1.55% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DRIVE LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.88% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.46% |
| SA GENERAL AGENCY INC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.46% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 116 SPINEL LN KNIGHTGALE, NC 27545 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.36% |
| DONNA SWINNEA3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.08% |
| BRUCE D AKERS3 | 2383 CALYPSO LANE LEAGUE CITY, TX 77573 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.08% |
| SALAZAR INSURANCE GROUP LLC3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.08% |
| PARAGON ADVISORY LLC3 | 6040 ALTMAN AVE THE VILLAGES, FL 32163 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.06% |
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 | 362 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 362 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 362 | $930K |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 362 | $925K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 362 | $925K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 362 | $925K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 70 | $72K |
| Long-term disability(2 contracts, 2 carriers) | AFLAC | 70 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 362 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.