| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GULF COAST INSURANCE AGENCY3 Filed as: GULF COAST INSURANCE AGENCY INC | — | BLUECROSS BLUESHIELD OF TEXAS | $97K | — | $97K | 5.27% |
| GULF COAST INSURANCE AGENCY3 Filed as: GULF COAST INSURANCE AGENCY INC | PO BOX 7628 BEAUMONT, TX 77726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 6.11% |
| JAMIE S POPE3 | 1225 NOTTINGHAM LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $7K | 5.11% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 1425 WELLINGTON CIRCLE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $27 | $6K | 4.06% |
| BOWLES INSURANCE SERVICES LLC3 Filed as: BOWLES INSURANCE SERVICE LLC | 12816 SOUTH WINDNG PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $721 | $3K | 1.91% |
| DARIN POTTS3 | 100 DETERING STREET APARTMENT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $642 | $2K | 1.66% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $671 | $2K | 1.63% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DRIVE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $413 | $2K | 1.37% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $37 | $2K | 1.25% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | $224 | $411 | 0.29% |
| WAYNE JAMES PITRIE3 | 9737 BEVLYN DRIVE HOUSTON, TX 77025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $311 | — | $311 | 0.22% |
| TINA M KIRKLAND3 | 2690 THOMAS ROAD BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $232 | $39 | $271 | 0.19% |
| STEVEN WOOD3 | 25635 WEIGELA SAN ANTONIO, TX 78261 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $172 | $79 | $251 | 0.18% |
| MANUEL FUENTES3 | 63 MARIPOSA PARKWAY WEST BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $175 | — | $175 | 0.12% |
| OMAR MENDOZA3 | 26326 ROCKWALL PARKWAY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | — | $173 | 0.12% |
| KATY JOY BUFORD3 | 4516 FM 1131 BUNA, TX 77612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | $13 | $148 | 0.10% |
| AMY ELIZABETH TRIOLA3 | 3609 NEW FOREST DRIVE KOUNTZE, TX 77625 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | $7 | $113 | 0.08% |
| ROBERT P SAUNDERS3 | 595 ORLEANS STREET BEAUMONT, TX 77701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $31 | $73 | 0.05% |
| DUDLEY HERRERA3 | 10502 KINGSTON CREEK LANE CYPRESS, TX 77433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.03% |
| THOMAS SNYDER3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.00% |
| MJ INSURANCE3 Filed as: GULF COAST INSUANCE AGENCY INC | PO BOX 7628 BEAUMONT, TX 77726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 6.11% |
| JAMIE S POPE3 | 1225 NOTTINGHAM LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $7K | 5.11% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 1425 WELLINGTON CIRCLE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $27 | $6K | 4.06% |
| BOWLES INSURANCE SERVICES LLC3 | 12816 SOUTH WINDNG PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $721 | $3K | 1.91% |
| DARIN POTTS3 | 100 DETERING STREET APARTMENT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $642 | $2K | 1.66% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $671 | $2K | 1.63% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DRIVE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $413 | $2K | 1.37% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $37 | $2K | 1.25% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | $224 | $411 | 0.29% |
| WAYNE JAMES PITRIE3 | 9737 BEVLYN DRIVE HOUSTON, TX 77025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $311 | — | $311 | 0.22% |
| TINA M KIRKLAND3 | 2690 THOMAS ROAD BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $232 | $39 | $271 | 0.19% |
| STEVEN WOOD3 | 25635 WEIGELA SAN ANTONIO, TX 78261 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $172 | $79 | $251 | 0.18% |
| MANUEL FUENTES3 | 63 MARIPOSA PARKWAY WEST BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $175 | — | $175 | 0.12% |
| OMAR MENDOZA3 | 26326 ROCKWALL PARKWAY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | — | $173 | 0.12% |
| KATY JOY BUFORD3 | 4516 FM 1131 BUNA, TX 77612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | $13 | $148 | 0.10% |
| AMY ELIZABETH TRIOLA3 | 3609 NEW FOREST DRIVE KOUNTZE, TX 77625 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | $7 | $113 | 0.08% |
| ROBERT P SAUNDERS3 | 595 ORLEANS STREET BEAUMONT, TX 77701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $31 | $73 | 0.05% |
| DUDLEY HERRERA3 | 10502 KINGSTON CREEK LANE CYPRESS, TX 77433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.03% |
| THOMAS SNYDER3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.00% |
| GULF COAST INSURANCE AGENCY3 Filed as: GULF COAST INSURANCE AGENCY INC | PO BOX 7628 BEAUMONT, TX 77726 | BLUECROSS BLUESHIELD OF TEXAS | $8K | — | $8K | 13.74% |
| GULF COAST INSURANCE AGENCY3 Filed as: GULF COAST INSURANCE AGENCY INC | PO BOX 7628 BEAUMONT, TX 77726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $662 | — | $662 | 5.62% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 1425 WELLINGTON CIRCLE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $474 | $1 | $475 | 4.03% |
| JAMIE S POPE3 | 1225 NOTTINGHAM LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $285 | $20 | $305 | 2.59% |
| BOWLES INSURANCE SERVICES LLC3 | 12816 SOUTH WINDNG PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $8 | $117 | 0.99% |
| DARIN POTTS3 | 100 DETERING STREET APARTMENT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | $6 | $110 | 0.93% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $9 | $67 | 0.57% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $1 | $53 | 0.45% |
| TINA M KIRKLAND3 | 2690 THOMAS ROAD BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $4 | $51 | 0.43% |
| WAYNE JAMES PITRIE3 | 9737 BEVLYN DRIVE HOUSTON, TX 77025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.35% |
| KATY JOY BUFORD3 | 4516 FM 1131 BUNA, TX 77612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.10% |
| ROBERT P SAUNDERS3 | 595 ORLEANS STREET BEAUMONT, TX 77701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.04% |
| STEVEN WOOD3 | 25635 WEIGELA SAN ANTONIO, TX 78261 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.02% |
| GULF COAST INSURANCE AGENCY3 Filed as: GULF COAST INSURANCE AGENCY INC | PO BOX 7628 BEAUMONT, TX 77726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $509 | — | $509 | 5.97% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 1425 WELLINGTON CIRCLE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $349 | $2 | $351 | 4.11% |
| JAMIE S POPE3 | 1225 NOTTINGHAM LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | $13 | $107 | 1.25% |
| BOWLES INSURANCE SERVICES LLC3 | 12816 SOUTH WINDNG PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $11 | $69 | 0.81% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $1 | $20 | 0.23% |
| DARIN POTTS3 | 100 DETERING STREET APARTMENT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.06% |
| STEVEN WOOD3 | 25635 WEIGELA SAN ANTONIO, TX 78261 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.05% |
| GULF COAST INSURANCE AGENCY3 Filed as: GULF COAST INSURANCE AGENCY INC | PO BOX 7628 BEAUMONT, TX 77726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | — | $81 | 7.29% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 1425 WELLINGTON CIRCLE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 3.51% |
| JAMIE S POPE3 | 1225 NOTTINGHAM LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $3 | $19 | 1.71% |
| KATY JOY BUFORD3 | 4516 FM 1131 BUNA, TX 77612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $1 | $8 | 0.72% |
| BOWLES INSURANCE SERVICES LLC3 | 12816 SOUTH WINDNG PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $1 | $8 | 0.72% |
| TINA M KIRKLAND3 | 2690 THOMAS ROAD BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $1 | $7 | 0.63% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | $67 | $218 | 20.59% |
| JAMIE S POPE3 | 1225 NOTTINGHAM LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | $34 | $123 | 11.61% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES, INC | 1425 WELLINGTON CIRCLE BEAUMENT, TN 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | $2 | $99 | 9.35% |
| DARIN POTTS3 | 100 DETERING STREET APARTMENT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $30 | $71 | 6.70% |
| BOWLES INSURANCE SERVICES LLC3 Filed as: BOWLES INSURANCE SERVICE LLC | 12816 SOUTH WINDNG PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $23 | $60 | 5.67% |
| GULF COAST INSURANCE AGENCY3 Filed as: GULF COAST INSURANCE AGENCY INC | PO BOX 7628 BEAUMONT, TX 77726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 4.66% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 1425 WELLINGTON CIRCLE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 3.50% |
| JAMIE S POPE3 | 1225 NOTTINGHAM LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 2.62% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 2.04% |
| DARIN POTTS3 | 100 DETERING STREET APARTMENT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.87% |
| BOWLES INSURANCE SERVICES LLC3 | 12816 SOUTH WINDING PINCES DR TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.87% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 1425 WELLINGTON CIRCLE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 9.91% |
| JAMIE S POPE3 | 1225 NOTTINGHAM LANE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 1.42% |
| BOWLES INSURANCE SERVICES LLC3 | 12816 SOUTH WINDING PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.94% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 1425 WELLINGTON CIRCLE BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 5.26% |
| GULF COAST INSURANCE AGENCY3 Filed as: GULF COAST INSURANCE AGENCY INC | PO BOX 7628 BEAUMONT, TX 77706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 5.26% |
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 | 290 | 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) | 290 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 282 | $1.8M |
| Dental | BLUECROSS BLUESHIELD OF TEXAS | 282 | $1.8M |
| Vision | BLUECROSS BLUESHIELD OF TEXAS | 119 | $62K |
| Life insurance(7 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 237 | $165K |
| Short-term disability | BLUECROSS BLUESHIELD OF TEXAS | 119 | $62K |
| Long-term disability | BLUECROSS BLUESHIELD OF TEXAS | 119 | $62K |
| Other(4 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 237 | $152K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 282 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.