| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SECURANCE CORPORATION AGENCY3 | PO BOX 420390 HOUSTON, TX 77242 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $12 | $12 | 0.01% |
| SECURANCE CORPORATION AGENCY3 | PO BOX 420390 HOUSTON, TX 77242 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $174 | $5K | 15.50% |
| SECURANCE CORPORATION AGENCY3 | PO BOX 420390 HOUSTON, TX 77242 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $159 | $5K | 15.52% |
| REFORM BROKER LLC3 | 8911 WEYMOUTH DRIVE HOUSTON, TX 77031 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $278 | $278 | 0.91% |
| VIRGINIA MADDEN3 | 962 CHAMBOARD LANE HOUSTON, TX 77018 | AFLAC | $944 | $0 | $944 | 3.46% |
| VICKIE DENESE GRAVES3 | 29214 JACOBS RIVER DRIVE KATY, TX 77494 | AFLAC | $285 | $0 | $285 | 1.04% |
| JASON ALLAN MUTCHLER3 | 2261 NORTHPARK DRIVE 303 KINGWOOD, TX 77339 | AFLAC | $237 | $0 | $237 | 0.87% |
| GINA N HART3 | 17897 COASTAL PARADISE CIRCLE #17 FOLEY, AL 36535 | AFLAC | $205 | $0 | $205 | 0.75% |
| JONATHAN P BASKETT3 | 4709 TANGLEGLEN DRIVE DALLAS, TX 75248 | AFLAC | $178 | $0 | $178 | 0.65% |
| MICHAEL A CUTAIA3 | 13883 KIDD ROAD CONROE, TX 77302 | AFLAC | $171 | $0 | $171 | 0.63% |
| ROBERT PILKENTON3 Filed as: ROBERT L PILKENTON | 6643 FM 2187 ROAD SEALY, TX 77474 | AFLAC | $143 | $0 | $143 | 0.52% |
| CHERIE E BLOODWORTH3 | 3405 WATERVIEW TRAIL ROCKWALL, TX 75087 | AFLAC | $113 | $0 | $113 | 0.41% |
| MARLENE GONZALEZ WANZONG3 | 1080 APRICOT LANE KYLE, TX 78640 | AFLAC | $111 | $0 | $111 | 0.41% |
| NOEL EUGENE BEENE3 | 17234 KOBUK VALLEY CIRCLE HUMBLE, TX 77346 | AFLAC | $64 | $0 | $64 | 0.23% |
| MATTHEW SUTTON3 | 2318 LEGENDS SHORE DRIVE SPRING, TX 77386 | AFLAC | $57 | $0 | $57 | 0.21% |
| JEFFREY D FINN3 | 1802 LAKE MEADOWS COURT HOUSTON, TX 77077 | AFLAC | $57 | $0 | $57 | 0.21% |
| H PATRICK BRUMLEY3 | 1524 TWISTLEAF ROAD ARGYLE, TX 76226 | AFLAC | $52 | $0 | $52 | 0.19% |
| ERIC D WESTALL3 | 1207 TANGLE BRIAR DRIVE SEABROOK, TX 77586 | AFLAC | $46 | $0 | $46 | 0.17% |
| TODD A STULL3 | 3000 EAST DIVISION STREET SUITE A SPRINGFIELD, MO 65802 | AFLAC | $39 | $0 | $39 | 0.14% |
| SCOTT WEBB3 | 26729 NORTH 91ST DRIVE PEORIA, AZ 85383 | AFLAC | $26 | $0 | $26 | 0.10% |
| KELVIN JAY WARKENTIN3 | 15410 PIRATES ONE DRIVE TOMBALL, TX 77375 | AFLAC | $20 | $0 | $20 | 0.07% |
| JAMES O. BLOODWORTH3 Filed as: JAMES CLINTON LILLER JR | 20534 DAISTY BLOOM COURT CYPRESS, TX 77433 | AFLAC | $12 | $0 | $12 | 0.04% |
| DAVID M COUGHLIN3 | 1400 SUN COPPER DR LAS VEGAS, NV 89117 | AFLAC | $12 | $0 | $12 | 0.04% |
| TOMMY GANAWAY3 | 4531 ATASCOCITA TRAIL HUMBLE, TX 77346 | AFLAC | $11 | $0 | $11 | 0.04% |
| JEFFREY C WEST3 | 246 FM 1697 LEDBETTER, TX 78946 | AFLAC | $8 | $0 | $8 | 0.03% |
| MICHAEL GRASS3 | 21707 KINGSLAND BOULEVARD SUITE 105 KATY, TX 77450 | AFLAC | $8 | $0 | $8 | 0.03% |
| GARFIELD CARJILL3 | 5305 MESCALERO ROAD NE ALBUQUERQUE, NM 87110 | AFLAC | $5 | $0 | $5 | 0.02% |
| KIM REED SMITH3 | 7815 DEERWOOD LAKE DRIVE HUMBLE, TX 77346 | AFLAC | $4 | $0 | $4 | 0.01% |
| PRENTISS ATKINS CASTLE JR3 | 7293 DABADIE ROAD VENTRESS, LA 70783 | AFLAC | $4 | $0 | $4 | 0.01% |
| CHERISE M WADE3 | 616 HARDEMAN STREET SEALY, TX 77474 | AFLAC | $3 | $0 | $3 | 0.01% |
| MAEDE C MILLER3 | 17133 KNOLL DALE TRAIL CONROE, TX 77385 | AFLAC | $3 | $0 | $3 | 0.01% |
| BARBARA ANN MCNAUGHTON3 | 4910 CORPORATE DRIVE NW SUITE G HUNTSVILLE, AL 35805 | AFLAC | $3 | $0 | $3 | 0.01% |
| JOHN M JOHNSON3 | 2150 W NORTHWEST HWY STE 114 GRAPEVINE, TX 76051 | AFLAC | $1 | $0 | $1 | 0.00% |
| GARY C KLEIN3 | 3211 SAN SABASTIAN DRIVE CARROLLTON, TX 75006 | AFLAC | $1 | $0 | $1 | 0.00% |
| HARVEY EDWARD MCCREARY JR3 | 717 BOSLEY DRIVE FATE, TX 75087 | AFLAC | $1 | $0 | $1 | 0.00% |
| SECURANCE CORPORATION AGENCY3 | 10205 WESTHEIMER ROAD SUITE 1100 HOUSTON, TX 77042 | HCC LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.00% |
| SECURANCE CORPORATION AGENCY3 | PO BOX 420390 HOUSTON, TX 77242 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $125 | $4K | 15.53% |
| REFORM BROKER LLC3 | 8911 WEYMOUTH DRIVE HOUSTON, TX 77031 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 8.04% |
| BROKER NOT PROVIDED3 Filed as: BROKER NOT LISTED | — | FIDELITY SECURITY LIFE INSURANCE COMPANY | $3K | $0 | $3K | 15.00% |
| SECURANCE CORPORATION AGENCY3 | PO BOX 420390 HOUSTON, TX 77242 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $86 | $3K | 15.50% |
| REFORM BROKER LLC3 | 8911 WEYMOUTH DRIVE HOUSTON, TX 77031 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $552 | $552 | 3.20% |
| SECURANCE CORPORATION AGENCY3 | PO BOX 420390 HOUSTON, TX 77242 | CONTINENTAL AMERICAN INSURANCE COMPANY | $419 | $0 | $419 | 26.14% |
| VIRGINIA MADDEN3 | 962 CHAMBOARD LANE HOUSTON, TX 77018 | CONTINENTAL AMERICAN INSURANCE COMPANY | $290 | $0 | $290 | 18.09% |
| VICKIE D GRAVES3 | 16340 PARK TEN PL HOUSTON, TX 77084 | CONTINENTAL AMERICAN INSURANCE COMPANY | $158 | $0 | $158 | 9.86% |
| ROBERT PILKENTON3 Filed as: ROBERT LEO PILKENTON | 1039 LOUISE ST HOUSTON, TX 77009 | CONTINENTAL AMERICAN INSURANCE COMPANY | $38 | $0 | $38 | 2.37% |
| STEPHEN NEIL GRAY3 | 12147 VALENCIA ST MEADOWS PLACE, TX 77477 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25 | $0 | $25 | 1.56% |
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 | 308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 308 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 345 | $172K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 345 | $172K |
| Life insurance(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 308 | $61K |
| Short-term disability | AFLAC | 22 | $27K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 40 | $31K |
| Other(5 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 308 | $130K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 345 | — |
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.