| 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 | $5K | $3K | $8K | 0.71% |
| ERIC NOTHNAGEL3 | 1821 WESTINGHOUSE RD STE 1190 GEORGETOWN, TX 78626 | AFLAC | $4K | $53 | $4K | 9.51% |
| ERIC NOTHNAGEL3 | 1821 WESTINGHOUSE RD STE 1190 GEORGETOWN, TX 78626 | AFLAC | $3K | $106 | $3K | 7.14% |
| LAXSON BENEFITS LLC3 Filed as: LAXSON BENEEFITS LLC | 1380 HAZY HILLS LOOP DRIPPING SPRINGS, TX 78620 | AFLAC | $661 | $12 | $673 | 1.73% |
| MICHAEL RODRIGUEZ3 | 2108 BAYRIDGE RD GEORGETOWN, TX 78628 | AFLAC | $592 | $3 | $595 | 1.53% |
| JEROME JEFFREY PESEK3 | 12566 MESA VERDE DR AUSTIN, TX 78737 | AFLAC | $364 | $39 | $403 | 1.04% |
| BRADLEY NALL3 | PO BOX 851 SALADO, TX 76571 | AFLAC | $235 | $25 | $260 | 0.67% |
| MICHAEL SAMOUCE3 | PO BOX 340515 AUSTIN, TX 78734 | AFLAC | $202 | — | $202 | 0.52% |
| JAMES MORGAN POWELL3 Filed as: JAMES POWELL | 4505 AUTUMNLEAF HOLW AUSTIN, TX 78731 | AFLAC | $128 | $0 | $128 | 0.33% |
| DAWN D STILLWELL3 | 135 S SAGE HOLW DRIPPING STRINGS, TX 78620 | AFLAC | $97 | — | $97 | 0.25% |
| ERVIN EDWARD NOTHNAGEL3 | 225 COUNTRY ROAD 3525 PARADISE, TX 76073 | AFLAC | $65 | — | $65 | 0.17% |
| CHRISTIAN M KRUEGER3 | 2633 FAIRWOOD DR NEW BRAUNFELS, TX 78132 | AFLAC | $37 | — | $37 | 0.10% |
| DAVIE SANCHEZ3 | 512 ANGEL FIRE DR HEWITT, TX 76643 | AFLAC | $33 | — | $33 | 0.09% |
| JILL M STOSTAD3 | 4110 MOSS HOLLOW DR ROUND ROCK, TX 78681 | AFLAC | $32 | — | $32 | 0.08% |
| THOMAS H. BALL3 Filed as: THOMAS H BALL | 600 W 5TH ST STE 200 AUSTIN, TX 78701 | AFLAC | $20 | — | $20 | 0.05% |
| DONNA W OLSOVSKY3 | 3870 NAVARRO WAY FRISCO, TX 75034 | AFLAC | $19 | — | $19 | 0.05% |
| JAIME I VILLASANA3 | 101 SHELF ROCK RD GEORGETOWN, TX 78628 | AFLAC | $16 | — | $16 | 0.04% |
| SHELLY WIEGAND3 | 2607 ARMATRADING DR CEDAR PARK, TX 78613 | AFLAC | $9 | — | $9 | 0.02% |
| SHELLY WIEGAND3 | 2607 ARMATRADING DR CEDAR PARK, TX 78613 | AFLAC | $9 | — | $9 | 0.02% |
| GREGORY J WEEKS3 | 1259 LOOP 337 2ND FL NEW BRAUNFELS, TX 78130 | AFLAC | $6 | — | $6 | 0.02% |
| TONYA LYNNE WYNES3 | 6017 SCENIC LAKE DR GEORGETOWN, TX 78626 | 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% |
| BARBARA BAROS3 | 5301 GOSHEN CT CORPUS CHRISTI, TX 78413 | AFLAC | $4 | — | $4 | 0.01% |
| HEATHER F SEIBERT3 | 86 COUNTRY ROAD 303 SHINER, TX 77984 | AFLAC | $3 | — | $3 | 0.01% |
| FRANK D LAFEMINA3 | 165 S GUADALUPE ST STE 120 SAN MARCOS, TX 78666 | AFLAC | $3 | — | $3 | 0.01% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $2 | — | $2 | 0.01% |
| JUDY LAFEMINA3 | PO BOX 2129 FRISCO, TX 75034 | AFLAC | $0 | — | $0 | 0.00% |
| JAY T REX3 | 5021 PYRENEES PASS AUTIN, TX 78738 | AFLAC | $0 | — | $0 | 0.00% |
| LEWIS WATKINS FARMER AGENCY INC3 Filed as: LEWIS WATKINS FARMER AGENCY | PO BOX 9369 AUSTIN, TX 78766 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $829 | $126 | $955 | 15.18% |
| ASSUREX3 | 175 SOUTH 3RD STREET STE 800 COLUMBUS, OH 43215 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | — | $0 | 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 | 193 | 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) | 193 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 254 | $1.1M |
| Dental | AETNA LIFE INSURANCE COMPANY | 254 | $1.1M |
| Vision | AETNA LIFE INSURANCE COMPANY | 254 | $1.1M |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 185 | $6K |
| Short-term disability | AFLAC | 25 | $39K |
| Prescription drug | AETNA LIFE INSURANCE COMPANY | 254 | $1.1M |
| Other(2 contracts, 2 carriers) | AFLAC | 185 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 254 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.