| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEWIS WATKINS FARMER AGENCY INC3 Filed as: LEWIS-WATKINS-FARMER AGENCY | PO BOX 1188 MINEOLA, TX 75773 | AETNA LIFE INSURANCE COMPANY | $4K | $3K | $6K | 0.84% |
| LEWIS WATKINS FARMER AGENCY INC3 Filed as: LEWIS-WATKINS-FARMER AGENCY | PO BOX 9369 AUSTIN, TN 787669369 | HUMANA HEALTH PLAN OF TEXAS, INC. | $36K | $3K | $39K | 5.44% |
| LEWIS WATKINS FARMER AGENCY INC3 Filed as: LEWIS WATKINS FARMER AGENCY | PO BOX 9369 AUSTIN, TX 787669369 | HUMANA INSURANCE COMPANY | $6K | $330 | $7K | 10.77% |
| ERIC NOTHNAGEL3 | 1821 WESTINGHOUSE RD STE 1190 GEORGETOWN, TX 78626 | AFLAC | $5K | $29 | $5K | 15.57% |
| JEROME JEFFREY PESEK3 | 12566 MESA VERDE DR AUSTIN, TX 78737 | AFLAC | $846 | $7 | $853 | 2.54% |
| BRADLEY NALL3 | PO BOX 851 SALADO, TX 76571 | AFLAC | $604 | — | $604 | 1.80% |
| MATTHEW AUBERT3 | 13501 METRIC BLVD UNIT 4 AUSTIN, TX 78727 | AFLAC | $552 | — | $552 | 1.65% |
| TRISTAN MCCOY3 | 16021 BILTMORE AVE PFLUGERVILLE, TX 78660 | AFLAC | $294 | — | $294 | 0.88% |
| JAMES MORGAN POWELL3 Filed as: JAMES POWELL | 4505 AUTUMNLEAF HOLW AUSTIN, TX 78731 | AFLAC | $128 | $0 | $128 | 0.38% |
| DAVIE SANCHEZ3 | 929 SLEEPY HOLLOW RD WOODWAY, TX 76712 | AFLAC | $121 | — | $121 | 0.36% |
| MICHAEL RODRIGUEZ3 | 145 METHEGLIN DR TEMPLE, TX 76502 | AFLAC | $114 | — | $114 | 0.34% |
| LAXSON BENEFITS LLC3 Filed as: LAXSON BENEEFITS LLC | 2028 E BEN WHITE BLVD STE 235 AUSTIN, TX 78741 | AFLAC | $99 | — | $99 | 0.30% |
| DAWN D STILLWELL3 | 135 S SAGE HOLW DRIPPING STRINGS, TX 78620 | AFLAC | $97 | — | $97 | 0.29% |
| CHRISTIAN M KRUEGER3 | 2633 FAIRWOOD DR NEW BRAUNFELS, TX 78132 | AFLAC | $37 | — | $37 | 0.11% |
| CYNTHIA KATHLEEN CORBITT3 | 9103 COLLINGWOOD DR AUSTIN, TX 78748 | AFLAC | $25 | — | $25 | 0.07% |
| THOMAS H. BALL3 Filed as: THOMAS H BALL | 600 W 5TH ST STE 200 AUSTIN, TX 78701 | AFLAC | $20 | — | $20 | 0.06% |
| RAMOS & CO FINANCIAL SERVICES LLC3 | 7603 WILDCAT PASS AUSTIN, TX 78757 | AFLAC | $19 | — | $19 | 0.06% |
| DONNA W OLSOVSKY3 | 3870 NAVARRO WAY FRISCO, TX 78757 | AFLAC | $19 | — | $19 | 0.06% |
| JAIME I VILLASANA3 | 101 SHELF ROCK RD GEORGETOWN, TX 78628 | AFLAC | $16 | — | $16 | 0.05% |
| CHASE BURROW3 | 408 DAISY LN ROBINSON, TX 76706 | AFLAC | $12 | — | $12 | 0.04% |
| JENNIFER LOWE3 | 502 MOONLIGHT CIR NEW BRAUNFELS, TX 78132 | AFLAC | $9 | — | $9 | 0.03% |
| SHELLY WIEGAND3 | 2607 ARMATRADING DR CEDAR PARK, TX 78613 | AFLAC | $9 | — | $9 | 0.03% |
| BARBARA BAROS3 | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $6 | — | $6 | 0.02% |
| GREGORY J WEEKS3 | 1259 LOOP 337 2ND FL NEW BRAUNFELS, TX 78130 | AFLAC | $6 | — | $6 | 0.02% |
| ERVIN EDWARD NOTHNAGEL3 Filed as: ERVIN NOTHNAGEL | 225 COUNTY ROAD 3535 PARADISE, TX 76073 | AFLAC | $6 | — | $6 | 0.02% |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES ROBERT BLAKEY | 221 CALUMET PL SAN ANTONIO, TX 78209 | AFLAC | $4 | — | $4 | 0.01% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $3 | — | $3 | 0.01% |
| HEATHER F SEIBERT3 | 86 COUNTRY ROAD 303 SHINER, TX 77984 | AFLAC | $3 | — | $3 | 0.01% |
| JUDY LAFEMINA3 | PO BOX 2129 FRISCO, TX 75034 | AFLAC | $3 | — | $3 | 0.01% |
| JAY T REX3 | 5021 PYRENEES PASS AUTIN, TX 78738 | AFLAC | $1 | — | $1 | 0.00% |
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 | 110 | 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) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 196 | $1.5M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 196 | $821K |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 196 | $821K |
| Life insurance | HUMANA INSURANCE COMPANY | 110 | $63K |
| Short-term disability | AFLAC | 39 | $34K |
| Other(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 110 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.