| 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 | $123K | — | $123K | 2.66% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INSURANCE GROUP INC | 3950 ST RD HWY 47 SW ALBUQUERQUE, NM 87105 | PRESBYTERIAN HEALTH PLAN INC | $82K | — | $82K | 1.77% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE Y CHAVEZ INS AGENCY INC | 8224 LOUISIANA BLVD NE ALBUQUERQUE, NM 87113 | PRESBYTERIAN INSURANCE INC | $53K | — | $53K | 2.40% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INSURANCE GROUP INC | 3950 ST RD HWY 47 SW ALBUQUERQUE, NM 87105 | PRESBYTERIAN INSURANCE INC | $35K | — | $35K | 1.60% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $7K | — | $7K | 2.33% |
| 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 | $4K | — | $4K | 1.51% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $5K | — | $5K | 2.37% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 1.98% |
| 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 | 1.58% |
| 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 | 1.90% |
| 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 | 1.22% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 2.17% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 1.80% |
| 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 | 1.44% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $5K | — | $5K | 9.06% |
| 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 | 5.94% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 9.00% |
| 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 | 6.00% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE DENTAL COMPANY | $169 | — | $169 | 2.18% |
| 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 | $107 | — | $107 | 1.38% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $169 | — | $169 | 2.18% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GRP NAD | 3950 ST HWY 47 SW C-127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $107 | — | $107 | 1.38% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $166 | — | $166 | 2.41% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $139 | — | $139 | 2.02% |
| 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 | $111 | — | $111 | 1.61% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $163 | — | $163 | 2.38% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $135 | — | $135 | 1.97% |
| 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 | $107 | — | $107 | 1.56% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $158 | — | $158 | 2.49% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $132 | — | $132 | 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 | $105 | — | $105 | 1.65% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $435 | — | $435 | 9.00% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $363 | — | $363 | 7.51% |
| 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 | $290 | — | $290 | 6.00% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $73 | — | $73 | 1.52% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GRP NAD | 3950 ST HWY 47 SW C-127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $49 | — | $49 | 1.02% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $76 | — | $76 | 1.73% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GRP NAD | 3950 ST HWY 47 SW C-127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $50 | — | $50 | 1.14% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $194 | — | $194 | 9.17% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $159 | — | $159 | 7.51% |
| 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 | $124 | — | $124 | 5.86% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $137 | — | $137 | 9.06% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $113 | — | $113 | 7.47% |
| 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 | $90 | — | $90 | 5.95% |
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 | 1,018 | 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) | 1,018 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PRESBYTERIAN HEALTH PLAN INC | 1,479 | $6.8M |
| Dental(6 contracts, 3 carriers) | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | 1,131 | $480K |
| Life insurance(10 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,018 | $479K |
| Short-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,018 | $367K |
| Long-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,018 | $367K |
| Other(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,018 | $367K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,479 | — |
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."
No prospect flags tripped on this filing.