| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 Filed as: IMA INC D/B/A IMA WALDMAN | 6200 LYNDON B JOHNSON FWY DALLAS, TX 75240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | — | $17K | 11.81% |
| VIRGINIA LEDER-CLARK3 | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $7K | 4.67% |
| STUART DUNKLE3 | 405 CR 3236 QUITMAN, TX 75783 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $535 | $4K | 3.11% |
| MANUEL FUENTES3 | 19327 TALAVERA RIDGE SAN ANTONIO, TX 78257 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $903 | $4K | 2.63% |
| PRISCILLA ANN MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $701 | $3K | 2.25% |
| BILLY MARK ROBERSON3 | 17415 SHADY CANYON SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $737 | $3K | 2.20% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 1.79% |
| THOMAS SNYDER3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $349 | $656 | $1K | 0.72% |
| JUSTIN CRAIG LAWHORN3 | 3000 JOE DIMAGGIO BLVD ROUND ROCK, TX 78665 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $372 | $418 | $790 | 0.57% |
| STEVEN WOOD3 | 25635 WEIGELA SAN ANTONIO, TX 78261 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $308 | $414 | $722 | 0.52% |
| WENDY DAWN PACK3 Filed as: WENDY ELIZABETH BROWNING | 7127 AVIGNON DR ROUND ROCK, TX 78681 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | $261 | $397 | 0.28% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $292 | $0 | $292 | 0.21% |
| WISER BENEFITS LLC3 | 7127 AVIGNON DR ROUND ROCK, TX 78681 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $236 | $7 | $243 | 0.17% |
| WENDY E GUAJARDO-RANGEL3 | 3083 HERSCHEL AVE, APT 221 DALLAS, TX 75219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $211 | $9 | $220 | 0.16% |
| MARY JO CHAPPELL3 | 109 COUNTY ROAD 251 CAMERON, TX 76520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $157 | — | $157 | 0.11% |
| SANTIAGO OCHOA3 | 2120 EL PASEO, UNIT 308 HOUSTON, TX 77054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | — | $102 | 0.07% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.02% |
| ROBERT SCOTT PIERCE3 | 609 ROUEN DR MCKINNEY, TX 75070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| CHARLENE CASTILLO3 | 1260 PR 3023 ELGIN, TX 78621 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| EM PROPERTY & CASUALTY LLC3 | 13500 SW 88TH STREET, SUITE 287 MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| PATRICK ALLEN BAKER3 | 4606 WINCHESTER DRIVE BRYAN, TX 77802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| ALEXANDER OTTONIEL CANAS3 | 26123 BOUQUET CANYON RD SANTA CLARITA, CA 91350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| CALVIN DEAN INGLE3 | 1840 LARIAT TRAIL CELINA, TX 75009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| IMA, INC.3 Filed as: IMA INC D/B/A IMA WALDMAN | 6200 LBJ FREEWAY-STE 200 DALLAS, TX 75240 | CIGNA/LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 13.05% |
| IMA, INC.3 Filed as: IMA INC D/B/A IMA WALDMAN | 6200 LBJ FREEWAY-STE 200 DALLAS, TX 75240 | CIGNA/LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 15.01% |
| IMA, INC.3 Filed as: IMA INC D/B/A IMA WALDMAN | 6200 LBJ FREEWAY-STE 200 DALLAS, TX 75240 | CIGNA/LIFE INSURANCE COMPANY OF NORTH AMERICA | $493 | — | $493 | 13.48% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 222 | $164K |
| Short-term disability | CIGNA/LIFE INSURANCE COMPANY OF NORTH AMERICA | 119 | $14K |
| Long-term disability | CIGNA/LIFE INSURANCE COMPANY OF NORTH AMERICA | 42 | $10K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 222 | $143K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 222 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.