| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INSURANCE GROUP INC | 3950 ST HWY 47 SW C-127A ALBUQUERQUE, NM 87105 | BLUECROSS BLUESHIELD OF NEW MEXICO | $94K | — | $94K | 1.15% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE Y CHAVEZ INS AGENCY INC | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | BLUECROSS BLUESHIELD OF NEW MEXICO | $32K | — | $32K | 0.39% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO | 4582 S ULSTER ST #600 DENVER, CO 80237 | BLUECROSS BLUESHIELD OF NEW MEXICO | $25K | — | $25K | 0.31% |
| 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 | $8K | — | $8K | 2.60% |
| 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 | 0.89% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GROUP | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $6K | — | $6K | 2.46% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $5K | — | $5K | 1.93% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 0.97% |
| INSGROUP INC3 Filed as: NATIVE AMERICAN INS GROUP NAD | 3950 ST HWY 47 SW C-127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $3K | — | $3K | 2.85% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $1K | — | $1K | 0.98% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GROUP | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 2.84% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 2.02% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $1K | — | $1K | 1.01% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GROUP | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 10.18% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $2K | — | $2K | 6.95% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $1K | — | $1K | 3.48% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GROUP | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $234 | — | $234 | 2.55% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $185 | — | $185 | 2.02% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $93 | — | $93 | 1.01% |
| 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 | $229 | — | $229 | 2.66% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE DENTAL COMPANY | $79 | — | $79 | 0.92% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GROUP | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $173 | — | $173 | 2.56% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $137 | — | $137 | 2.03% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $69 | — | $69 | 1.02% |
| 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 | $143 | — | $143 | 2.66% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE DENTAL COMPANY | $49 | — | $49 | 0.91% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GROUP | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $153 | — | $153 | 3.46% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $102 | — | $102 | 2.31% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $51 | — | $51 | 1.15% |
| 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 | $83 | — | $83 | 2.98% |
| LORRAINE CHAVEZ3 Filed as: LORRAINE CHAVEZ INS NAA | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE DENTAL COMPANY | $29 | — | $29 | 1.04% |
| NATIVE AMERICAN INSURANCE GROUP3 Filed as: NATIVE AMERICAN INS GROUP | C/O ISLETA BUSINESS CORP -MR TELLER 3950 STATE HWY 47 SW SUITE C127A ALBUQUERQUE, NM 87105 | COMPANION LIFE INSURANCE COMPANY | $169 | — | $169 | 9.37% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $118 | — | $118 | 6.54% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY | $59 | — | $59 | 3.27% |
| 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 PLAN | $10 | — | $10 | 11.11% |
| DENTAL SOURCE INC NEW MEXICO3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY PLAN | $7 | — | $7 | 7.78% |
| LORRAINE CHAVEZ3 | 8224 LOUISIANA BLVD NE STE A ALBUQUERQUE, NM 87113 | COMPANION LIFE INSURANCE COMPANY PLAN | $3 | — | $3 | 3.33% |
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 | 1,114 | 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) | 1,114 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF NEW MEXICO | 1,505 | $8.2M |
| Dental(5 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | 1,171 | $423K |
| Life insurance(8 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY | 1,114 | $403K |
| Short-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,114 | $370K |
| Long-term disability(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,114 | $370K |
| Other(5 contracts) | COMPANION LIFE INSURANCE COMPANY | 1,114 | $370K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,505 | — |
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.