| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LORRAINE CHAVEZ3 Filed as: LORRAINE Y CHAVEZ | 8224 LOUISIANA BLVD NE ALBUQUERQUE, NM 87113 | PRESBYTERIAN HEALTH PLAN INC | $129K | — | $129K | 2.92% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INSURANCE GROUP INC | 3950 ST RD HWY 47 SW ALBUQUERQUE, NM 87105 | PRESBYTERIAN HEALTH PLAN INC | $66K | — | $66K | 1.49% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE Y CHAVEZ INS AGENCY INC | 8224 LOUISIANA BLVD NE ALBUQUERQUE, NM 87113 | PRESBYTERIAN INSURANCE INC | $54K | — | $54K | 2.60% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INSURANCE GROUP INC | 3950 ST RD HWY 47 SW ALBUQUERQUE, NM 87105 | PRESBYTERIAN INSURANCE INC | $29K | — | $29K | 1.40% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $6K | — | $6K | 2.02% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GRP NAD | 3950 ST RD HWY 47 SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $3K | — | $3K | 1.04% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $5K | — | $5K | 2.61% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 2.01% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 1.41% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $3K | — | $3K | 2.19% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GRP NAD | 3950 ST RD HWY 47 SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $2K | — | $2K | 1.11% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 2.48% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 1.90% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 1.32% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $5K | — | $5K | 9.82% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 7.50% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 5.18% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $5K | — | $5K | 9.75% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 7.50% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 5.25% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $225 | — | $225 | 2.51% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $172 | — | $172 | 1.92% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $119 | — | $119 | 1.33% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $202 | — | $202 | 2.71% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $155 | — | $155 | 2.08% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $109 | — | $109 | 1.46% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $444 | — | $444 | 9.82% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $339 | — | $339 | 7.50% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $235 | — | $235 | 5.20% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE DENTAL COMPANY | $3 | — | $3 | 0.18% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GRP NAD | 3950 ST HWY 47 SW C-127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE DENTAL COMPANY | $2 | — | $2 | 0.12% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $130 | — | $130 | 9.74% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $100 | — | $100 | 7.49% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $70 | — | $70 | 5.24% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $12 | — | $12 | 9.92% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $9 | — | $9 | 7.44% |
| NATIVE AMERICAN INSURANCE GROUP3 | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $6 | — | $6 | 4.96% |
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 | 892 | 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) | 892 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PRESBYTERIAN HEALTH PLAN INC | 1,475 | $6.5M |
| Dental(3 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | 1,089 | $425K |
| Life insurance(10 contracts) | COMPANION LIFE INSURANCE COMPANY | 892 | $444K |
| Short-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 892 | $338K |
| Long-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 892 | $338K |
| Other(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 892 | $338K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,475 | — |
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.