| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. LLC | 3600 N CAPITAL OF TEXAS HWY. BLDG. B, SUITE 200 AUSTIN, TX 787463314 | VISION SERVICE PLAN | $1K | $0 | $1K | 3.25% |
| IMA, INC.3 Filed as: IMA INC. | 1705 17TH STREET SUITE 100 DENVER, CO 80202 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6K | $0 | $6K | 26.96% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. LLC | 3600 NORTH CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $215 | $215 | 1.19% |
| IMA, INC.3 Filed as: IMA INC. | 8200 E. 32ND STREET NORTH WICHITA, KS 67226 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $35 | $35 | 0.19% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATE INS. SVCS. LLC | 3600 NORTH CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $182 | $182 | 1.17% |
| IMA, INC.3 Filed as: IMA INC. | 8200 E. 32ND STREET NORTH WICHITA, KS 67226 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $25 | $25 | 0.16% |
| CL SCOTT CORPORATE INSURANCE SVCS3 Filed as: CL SCOTT CORPORATION INS. SVCS. LLC | 3600 NORTH CAPITAL OF TEXAS OF HWY. SUITE B-200 AUSTIN, TX 78746 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $140 | $140 | 1.19% |
| IMA, INC.3 Filed as: IMA INC. | 8200 E. 32ND STREET NORTH WICHITA, KS 67226 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $0 | $43 | $43 | 0.37% |
| CODY A PURDY3 | 1705 17TH STREET SUITE 100 DENVER, CO 80202 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 20.75% |
| INSURANCE PARTNERS AGENCY INC3 Filed as: THE INSURANCE PARTNERS | 11225 COLLEGE BLVD SUITE 105 OVERLAND PARK, KS 66210 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 17.66% |
| CLINT L SCOTT3 Filed as: CLINT LEE SCOTT | 3600 N CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | STANDARD INSURANCE COMPANY | $311 | $0 | $311 | 3.33% |
| WESTON BRYAN3 | 3741 SHADY HILL DRIVE DALLAS, TX 75229 | STANDARD INSURANCE COMPANY | $253 | $0 | $253 | 2.71% |
| REED HEADLEY SCHNITTKER3 | 2400 DALLAS PKWY SUITE 260 PLANO, TX 75093 | STANDARD INSURANCE COMPANY | $143 | $0 | $143 | 1.53% |
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 | 109 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 89 | $34K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 109 | $16K |
| Short-term disability(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 109 | $21K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 109 | $18K |
| Other(3 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 136 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 136 | — |
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.