| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FAIRYLY CONSULTING GROUP LLC3 | 1800 S WASHINGTON ST STE 400 AMARILLO, TX 791022668 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $5K | $5K | 4.78% |
| HELEN RODRIGUEZ-BURTON3 | PO BOX 10021 AMARILLO, TX 79116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $460 | $151 | $611 | 9.88% |
| FAIRLY CONSULTING GROUP LLC3 Filed as: FAIRLY CONSULTING GROUP | 1800 S. WASHINGTON, STE 400 AMARILLO, TX 79102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $443 | $0 | $443 | 7.17% |
| SARA CERVANTES-ANAYA3 | 5207 ECHO DR AMARILLO, TX 79108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | $0 | $160 | 2.59% |
| EVA CARBAJAL3 | 1902 S. FANNIN ST AMARILLO, TX 79109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | $0 | $94 | 1.52% |
| CAROL LEE HOLDEN3 | 5312 RADIANT LANE AMARILLO, TX 79109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $5 | $70 | 1.13% |
| BELINDA MARIE GARCIA3 | 2901 APACHE STREET AMARILLO, TX 79103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $0 | $34 | 0.55% |
| KRISTEN LYNN JOHNSON3 | 5301 CRUSE LANE AMARILLO, TX 79118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $6 | $29 | 0.47% |
| ERIN PHOUTTHAVONG3 | 4301 S ALDREDGE ST AMARILLO, TX 79118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.34% |
| ELIZABETH SANCHEZ3 | 1200 HWY 60 CANYON, TX 79015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.05% |
| ALEJANDRO LOPEZ3 | 2112 S POLK ST APT 5 AMARILLO, TX 79109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.02% |
| FAIRLY CONSULTING GROUP LLC Filed as: FAIRLY CONSULTING GROUP, LLC | PO BOX 1149 AMARILLO, TX 79105 | AFLAC | $270 | $0 | $270 | 16.27% |
| TRAVIS GEORGE REEDY | 22420 S BLESSEN RD CANYON, TX 79015 | AFLAC | $142 | $0 | $142 | 8.55% |
| MOLLIE BEE MITCHELL | 4 YUCCA CIR CANYON, TX 79015 | AFLAC | $86 | $0 | $86 | 5.18% |
| JOHN W MEECH | 23000 ARNOT RD CANYON, TX 79015 | AFLAC | $77 | $0 | $77 | 4.64% |
| JAVIER ANTONIO JAIMES | 3908 DURHAM DR AMARILLO, TX 79118 | AFLAC | $76 | $0 | $76 | 4.58% |
| PHILLIP K WISE | 4904 PRIVATE ROAD 1305 APT C LUBBOCK, TX 79407 | AFLAC | $43 | $0 | $43 | 2.59% |
| COREY CAIN | 505 SW 44TH AVE AMARILLO, TX 79110 | AFLAC | $32 | $0 | $32 | 1.93% |
| GUADALUPE J PESINA | 117 CATALPA ST HEREFORD, TX 79045 | AFLAC | $16 | $0 | $16 | 0.96% |
| CHRYSTAL MARTINEZ | 6400 BELL ST APT 6102 AMARILLO, TX 79109 | AFLAC | $4 | $0 | $4 | 0.24% |
| KELLY GRAYLESS | 6600 HOPE RD AMARILLO, TX 79119 | AFLAC | $3 | $0 | $3 | 0.18% |
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 | 39 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 39 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 39 | $106K |
| Dental | AFLAC | 7 | $2K |
| Vision | AFLAC | 7 | $2K |
| Life insurance | AFLAC | 7 | $2K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 7 | $8K |
| Other | AFLAC | 7 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 39 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
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.