| 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 | $85K | — | $85K | 1.81% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INSURANCE GROUP INC | 3950 ST RD HWY 47 SW ALBUQUERQUE, NM 87105 | PRESBYTERIAN HEALTH PLAN INC | $85K | — | $85K | 1.81% |
| 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 | 1.76% |
| 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 | $5K | — | $5K | 1.70% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 1.81% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 1.81% |
| 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 | $4K | — | $4K | 1.81% |
| 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 | 1.95% |
| 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 | 1.82% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 2.06% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 2.06% |
| 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 | 2.06% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 7.50% |
| 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 | $4K | — | $4K | 7.50% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | 7.50% |
| 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 | $4K | — | $4K | 7.50% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE Y CHAVEZ INS AGENCY INC | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 5.35% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INSURANCE GROUP INC | 3950 ST RD HWY 47 SW ALBUQUERQUE, NM 87105 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.39% |
| ENROLL FORCE, LLC3 Filed as: ENROLL FORCE LLC | 503 FORREST PARK CT HUNTSVILLE, AL 35806 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $512 | — | $512 | 1.43% |
| MARGARET JACOBS3 | 4209 PONDEROSA AVE NE ALBUQUERQUE, NM 87110 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $315 | — | $315 | 0.88% |
| KATHRYN L KITE LLC3 Filed as: KATHRYN KITE | 2920 CARLISLE NE A-2 ALBUQUERQUE, NM 87110 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $181 | — | $181 | 0.51% |
| JAMIE PADILLA3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $96 | — | $96 | 0.27% |
| NORA HUMBLES3 | 133 MARIA CIRCLE ALBUQUERQUE, NM 87114 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $74 | — | $74 | 0.21% |
| JAMES TOME3 | 1524 ELFEGO BACA SW ALBUQUERQUE, NM 87121 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $66 | — | $66 | 0.18% |
| GRACE KOMOROCZY3 | 204 BAYWOOD DR NICHOLASVILLE, KY 40356 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | — | $54 | 0.15% |
| AL MUNIZ3 | PO BOX 90306 ALBUQUERQUE, NM 87199 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $27 | — | $27 | 0.08% |
| MICHAEL VELARDE3 | PO BOX 3975 ALBUQUERQUE, NM 87190 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.03% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $163 | — | $163 | 1.73% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $163 | — | $163 | 1.73% |
| 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 | $163 | — | $163 | 1.73% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $154 | — | $154 | 1.86% |
| 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 | $146 | — | $146 | 1.77% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $136 | — | $136 | 1.87% |
| 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 | $128 | — | $128 | 1.76% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $116 | — | $116 | 1.75% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $116 | — | $116 | 1.75% |
| 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 | $116 | — | $116 | 1.75% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $98 | — | $98 | 1.83% |
| 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 | $95 | — | $95 | 1.77% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $99 | — | $99 | 2.38% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $99 | — | $99 | 2.38% |
| 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 | $99 | — | $99 | 2.38% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $242 | — | $242 | 7.50% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $242 | — | $242 | 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 | $242 | — | $242 | 7.50% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $144 | — | $144 | 7.50% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $144 | — | $144 | 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 | $144 | — | $144 | 7.50% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $90 | — | $90 | 7.48% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $90 | — | $90 | 7.48% |
| 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 | 7.48% |
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 | 1,011 | 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) | 1,011 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PRESBYTERIAN HEALTH PLAN INC | 1,502 | $6.9M |
| Dental(5 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | 1,093 | $465K |
| Life insurance(10 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,011 | $448K |
| Short-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,011 | $342K |
| Long-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,011 | $342K |
| Other(6 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY | 1,011 | $378K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,502 | — |
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.