| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 | 6000 UPTOWN BOULEVARD SUITE 400 ALBUQUERQUE, NM 87106 | PRESBYTERIAN HEALTH PLAN INC. | $16K | $0 | $16K | 3.00% |
| TODD E SHENBERGER3 Filed as: TODD E SCHENBERGER | 3620 WYOMING BOULEDARD NE SUITE 102G ALBUQUERQUE, NM 87111 | AFLAC | $5K | $236 | $5K | 8.86% |
| KYLE SCHENBERGER3 | 3620 WYOMING BLVD. NE ALBUQUERQUE, NM 87112 | AFLAC | $1K | $0 | $1K | 2.04% |
| MICHAEL T SCHENBERGER3 | 3620 WYOMING BOULEVARD NE SUITE 102G ALBUQUERQUE, NM 87111 | AFLAC | $792 | $302 | $1K | 1.94% |
| PHILLIP MIRANDA3 | 6116 SWEETWATER DR. NW ALBUQUERQUE, NM 87120 | AFLAC | $387 | $0 | $387 | 0.69% |
| MICHAEL KAUFMAN3 | 3818 LOS ALTOS AVE NE RIO RANCHO, NM 87124 | AFLAC | $386 | $0 | $386 | 0.69% |
| JEREMY CONGO3 | 10400 ACADEMY ROAD NE SUITE 345 ALBUQUERQUE, NM 87111 | AFLAC | $238 | $90 | $328 | 0.58% |
| EZEQUIEL BUCCI TORRES3 | 3712 CHELWOOD DR. NE ALBUQUERQUE, NM 87111 | AFLAC | $281 | $0 | $281 | 0.50% |
| ERIC J LEGER3 | 10400 ACADEMY ROAD NE SUITE 345 ALBUQUERQUE, NM 87111 | AFLAC | $190 | $90 | $280 | 0.50% |
| DAVID B MOSKOWITZ3 | 6738 N 79TH PLACE SCOTTSDALE, AZ 85250 | AFLAC | $187 | $0 | $187 | 0.33% |
| WILLIAM H LENBERG3 | 10920 FAROLA DRIVE NW ALBUQUERQUE, NM 87114 | AFLAC | $163 | $0 | $163 | 0.29% |
| PREFERRED MARKETING CORP3 Filed as: PREFERRED MARKETING GROUP | 7402 KINGS RIVER COURT HUMBLE, TX 77346 | AFLAC | $101 | $0 | $101 | 0.18% |
| RAMOS & CO FINANCIAL SERVICES LLC3 | 2216 RICK WHINERY DRIVE AUSTIN, TX 78728 | AFLAC | $83 | $0 | $83 | 0.15% |
| H PATRICK BRUMLEY3 | 4 GLENDALE COURT TROPHY CLUB, TX 76262 | AFLAC | $78 | $0 | $78 | 0.14% |
| JACQUELINE JEAN YEAGER3 | PO BOX 3185 CALSBAD, NM 88221 | AFLAC | $61 | $0 | $61 | 0.11% |
| JOSH MURILLO3 | 5859 GATEWAY BOULEVARD W SUITE 620 EL PASO, TX 79925 | AFLAC | $59 | $0 | $59 | 0.10% |
| DONALD GREEN3 Filed as: DONALD A GREEN | 1611 W PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC | $47 | $0 | $47 | 0.08% |
| LAWRENCE L CASTILLO3 | 3308 EL MALECON ROAD NW A ALBUQUERQUE, NM 87120 | AFLAC | $46 | $0 | $46 | 0.08% |
| BONNIE JEAN LENBERG3 | 10920 FAROLA DRIVE NW ALBUQUERQUE, NM 87114 | AFLAC | $43 | $0 | $43 | 0.08% |
| REBA PRICE3 | PO BOX 19096 ALBUQUERQUE, NM 87119 | AFLAC | $34 | $0 | $34 | 0.06% |
| LARRY J ALLBRITTON3 Filed as: LARRY L VAUGHN | PO BOX 212 FARMINGTON, NM 87499 | AFLAC | $16 | $0 | $16 | 0.03% |
| ORNA BERKOWITZ3 | 5606 LAKEVIEW DRIVE APARTMENT D KIRKLAND, WA 98033 | AFLAC | $12 | $0 | $12 | 0.02% |
| KIMBERLY A MARTINEZ3 | 1010 INDIANA ST. NE ALBUQUERQUE, NM 87110 | AFLAC | $8 | $0 | $8 | 0.01% |
| AON CONSULTING INC3 Filed as: AON RISK INS SERVICES WEST INC. | 75 REMITTANCE DR. DEPT 1446 CO NORTH TRUST BANK CHICAGO, IL 606751446 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $40 | $3K | 4.87% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 282905494 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $562 | $562 | 1.03% |
| AON CONSULTING INC3 Filed as: AON COSULTING | PO BOX 905494 CHARLOTTE, NC 28290 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $159 | $159 | 0.29% |
| AON CONSULTING INC3 Filed as: AON RISK INS SERVICES WEST INC | 6501 AMERICAS PARKWAY NE SUITE 650 ALBUQUERQUE, NM 87110 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $0 | $3K | 13.21% |
| AON CONSULTING INC3 Filed as: AON RISK INS SERVICES WEST INC | 6501 AMERICAS PKWY. NE SUITE 650 ALBUQUERQUE, NM 87110 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | $0 | $1K | 11.03% |
| TODD E SHENBERGER3 | 3620 WYOMING BOULEVARD NE SUITE 102G ALBUQUERQUE, NM 87111 | AFLAC | $322 | $20 | $342 | 6.72% |
| MICHAEL T SCHENBERGER3 Filed as: MICHAEL T SHENERGER | 3620 WYOMING BOULEVARD NE SUITE 102G ALBUQUERQUE, NM 87111 | AFLAC | $147 | $61 | $208 | 4.09% |
| JEREMY CONGO3 | 10400 ACADEMY ROAD NE SUITE 349 ALBUQUERQUE, NM 87111 | AFLAC | $41 | $14 | $55 | 1.08% |
| ERIC J LEGER3 | 10400 ACADEMY ROAD NE SUITE 346 ALBUQUERQUE, NM 87111 | AFLAC | $25 | $14 | $39 | 0.77% |
| DAVID B MOSKOWITZ3 | 6738 N 79TH PLACE SCOTTSDALE, AZ 85250 | AFLAC | $27 | $0 | $27 | 0.53% |
| JACQUELINE JEAN YEAGER3 | PO BOX 3185 CALISBAD, NM 88221 | AFLAC | $16 | $0 | $16 | 0.31% |
| PREFERRED MARKETING CORP3 | 7402 KINGS RIVER COURT HUMBLE, TX 77346 | AFLAC | $15 | $0 | $15 | 0.29% |
| DONALD GREEN3 Filed as: DONALD A GREEN | 1611 W PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC | $11 | $0 | $11 | 0.22% |
| MICHAEL KAUFMAN3 | 3818 LOS ALTOS AVE. NE RIO RANCHO, NM 87124 | AFLAC | $8 | $0 | $8 | 0.16% |
| JOSH MURILLO3 | 5959 GATEWAY BOULEVARD W SUITE 620 EL PASO, TX 79925 | AFLAC | $5 | $0 | $5 | 0.10% |
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 | 120 | 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) | 121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PRESBYTERIAN HEALTH PLAN INC. | 116 | $542K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 155 | $55K |
| Life insurance(3 contracts, 2 carriers) | AFLAC | 120 | $71K |
| Short-term disability(2 contracts) | AFLAC | 77 | $61K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 93 | $22K |
| Prescription drug | PRESBYTERIAN HEALTH PLAN INC. | 116 | $542K |
| Other(2 contracts) | AFLAC | 77 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 155 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.