| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | 1810 E MAIN ST ALICE, TX 78332 | HUMANA HEALTH PLAN OF TEXAS, INC. | $58K | — | $58K | 6.13% |
| ACRISURE LLC3 | 1810 E MAIN ST ALICE, TX 78332 | HUMANA INSURANCE COMPANY | $17K | — | $17K | 16.50% |
| DEBORAH A WHITTINGTON3 | PO BOX 8132 CORPUS CHRISTI, TX 78468 | AFLAC | $3K | $163 | $3K | 5.13% |
| ARMANDO PEREZ3 | 5622 TANGLEWOOD DR CORPUS CHRISTI, TX 78412 | AFLAC | $503 | — | $503 | 0.91% |
| JOE A RODGERS3 | 1601 DOVE LN CORPUS CHRISTI, TX 78418 | AFLAC | $469 | — | $469 | 0.85% |
| LINDA R MENDEZ3 | 9489 CHARDON CIR APT 111 WEST CHESTER, OH 45069 | AFLAC | $456 | — | $456 | 0.82% |
| ALEXANDER A ARTMAN3 Filed as: ALEXANDER ARTMAN | 102 POINTE VIEW DR MARS, PA 16046 | AFLAC | $451 | — | $451 | 0.81% |
| WILLIAM M HURLEY3 | 712 S CHILTON AVE TYLER, TX 75701 | AFLAC | $278 | — | $278 | 0.50% |
| CHARLES MCCRANN3 | PO BOX 6971 CORPUS CHRISTI, TX 78466 | AFLAC | $250 | — | $250 | 0.45% |
| SALVADOR DALI SANCHEZ3 | 5330 MEADOWGATE DR CORPUS CHRISTI, TX 78413 | AFLAC | $204 | $33 | $237 | 0.43% |
| BARBARA BAROS3 | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $165 | — | $165 | 0.30% |
| DEWAYNE E RICHARDSON3 | 7902 PATO ST CORPUS CHRISTI, TX 78414 | AFLAC | $119 | — | $119 | 0.21% |
| DONAVAN W MASSEY3 | 14901 WINDWARD DR APT 304 CORPUS CHRISTI, TX 78418 | AFLAC | $82 | $33 | $115 | 0.21% |
| CINIA C MONTOYA3 | 4721 WOOLDRIDGE RD CORPUS CHRISTI, TX 78413 | AFLAC | $53 | — | $53 | 0.10% |
| ANTONIA DAVILA3 | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $51 | — | $51 | 0.09% |
| PHILLIP W STORM3 | PO BOX 867 ALICE, TX 78333 | AFLAC | $47 | — | $47 | 0.08% |
| FRANK D LAFEMINA3 | 165 S GUADALUPE ST STE 120 SAN MARCOS, TX 78666 | AFLAC | $34 | — | $34 | 0.06% |
| DONALD T BARNUM3 | 54 FLATROCK CIRCLE PO BOX 466 LEAKEY, TX 78873 | AFLAC | $31 | — | $31 | 0.06% |
| KAREN BARNUM3 | 54 FLATROCK CIRCLE PO BOX 466 LEAKEY, TX 78873 | AFLAC | $24 | — | $24 | 0.04% |
| J ANTHONY FLORES3 | 912 3RD ST FLORESVILLE, TX 78114 | AFLAC | $20 | — | $20 | 0.04% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $20 | — | $20 | 0.04% |
| JOSE J RAMIREZ3 | PO BOX 681176 SAN ANTONIO, TX 78268 | AFLAC | $20 | — | $20 | 0.04% |
| CLARENCE E (GENE) DANNELLY3 Filed as: CLARENCE E GENE DANNELLY | 20110 AMBERVINE CIRCLE KATY, TX 77450 | AFLAC | $20 | — | $20 | 0.04% |
| TRACEY DUTTON3 | 8631 GARLAND HWY CLINTON, NC 28328 | AFLAC | $18 | — | $18 | 0.03% |
| DAWN HARDIN3 | 1065 E COUNTY ROAD 2350 RIVIERA, TX 78379 | AFLAC | $17 | — | $17 | 0.03% |
| BILLY KEITH3 | 2211 N 23RD ST MCALLEN, TX 78501 | AFLAC | $17 | — | $17 | 0.03% |
| BRUCE GOULET3 | 4122 CAPRI DR CORPUS CHRISTI, TX 78411 | AFLAC | $16 | — | $16 | 0.03% |
| NORMA TREVINO3 | 3734 TWISTED OAKS DR SAN ANTONIO, TX 78217 | AFLAC | $16 | — | $16 | 0.03% |
| BARBARA K CAMPBELL3 | PO BOX 633 SEADRIFT, TX 77983 | AFLAC | $14 | — | $14 | 0.03% |
| BRENDA Y HERNANDEZ3 | 302 LORENALY DR BROWNSVILLE, TX 78526 | AFLAC | $14 | — | $14 | 0.03% |
| ANDREW M GARCIA3 | 906 CARMEL PARKWAY CORPUS CHRISTI, TX 78411 | AFLAC | $13 | — | $13 | 0.02% |
| LORENZO RIVERA3 | 3237 BRIARHURST ST CORPUS CHRISTI, TX 78414 | AFLAC | $13 | — | $13 | 0.02% |
| JAY T REX3 | 923 ELECTRA LAKEWAY, TX 78734 | AFLAC | $12 | — | $12 | 0.02% |
| SAMUEL O GUERRERO3 | 5156 N EXPRESSWAY BROWNSVILLE, TX 78526 | AFLAC | $11 | — | $11 | 0.02% |
| JOEL S WADDELL3 | 354 NC 581 HWY S GOLDSBORO, NC 27530 | AFLAC | $9 | — | $9 | 0.02% |
| KATHY JOHNSON3 | 4600 N 5TH ST MCALLEN, TX 78504 | AFLAC | $7 | — | $7 | 0.01% |
| STEVEN T HURLEY3 | 130 CLYDESDALE LN VICTORIA, TX 77904 | AFLAC | $5 | — | $5 | 0.01% |
| TIFFANY INGRAM WALKER3 | 23611 LITCHFIELD BEND LN KATY, TX 77494 | AFLAC | $4 | — | $4 | 0.01% |
| ELADIO MOREN DAVILA3 | 4900 N 23RD ST MCALLEN, TX 78504 | AFLAC | $4 | — | $4 | 0.01% |
| JOE A DEPASQUAL3 | 814 HILLTOP DR WEATHERFORD, TX 76086 | AFLAC | $2 | — | $2 | 0.00% |
| MARCOS A DOMINGUEZ3 | 2800 OLD KINGSVILLE RD ALICE, TX 78332 | 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 | 13.85% |
| NYLIFE SECURITIES LLC3 Filed as: NYLIFE SECURITIES, LLC | PO BOX 796 NEW YORK, NY 101590796 | THE PAUL REVERE LIFE INSURANCE COMPANY | $143 | — | $143 | 0.75% |
| ACRISURE LLC3 | 500 N WATER CORPUS CHRISTI, TX 78471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $110 | — | $110 | 2.96% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: TAMARA BROWN GALLAGHER | 405 JOHNS RD BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 1.86% |
| JOHN WEBER3 | 101 N UPPER BROADWAY ST CORPUS CHRISTI, TX 78401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 1.83% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DRIVE LYTLE, TX 78052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.75% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.57% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 116 SPINEL LN KNIGHTGALE, NC 27545 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.43% |
| THOMAS SNYDER3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.38% |
| DONNA SWINNEA3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.08% |
| SALAZAR INSURANCE GROUP LLC3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.08% |
| PARAGON ADVISORY LLC3 | 2592 MAISTO PLACE THE VILLAGES, FL 32163 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.08% |
| BRUCE D AKERS3 | 2383 CALYPSO LANE LEAGUE CITY, TX 77573 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.08% |
| SA GENERAL AGENCY INC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
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 | 210 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 210 | 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. | 121 | $946K |
| Dental | HUMANA INSURANCE COMPANY | 153 | $104K |
| Vision | HUMANA INSURANCE COMPANY | 153 | $104K |
| Life insurance | HUMANA INSURANCE COMPANY | 153 | $104K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 57 | $59K |
| Long-term disability(2 contracts, 2 carriers) | AFLAC | 57 | $74K |
| Other | HUMANA INSURANCE COMPANY | 153 | $104K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 153 | — |
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.