| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $28K | $0 | $28K | 5.82% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | VISION SERVICE PLAN | $4K | $0 | $4K | 2.15% |
| LEROY PHELPS3 | 7467 LYNNBROOK FALLS LANE HUMBLE, TX 77077 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $917 | $16 | $933 | 2.50% |
| B T WILKING INC3 Filed as: B.T. WILKING, INC. AND OTHER AGENTS | 18700 PALM BEACH BOULEVARD MONTGOMERY, TX 77356 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $536 | $0 | $536 | 1.44% |
| PATRICIA M PHELPS3 Filed as: PATRICIA M. PHELPS | 7467 LYNNBROOK FALLS LANE HUMBLE, TX 77396 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $504 | $0 | $504 | 1.35% |
| L H WHITAKER ENTERPRISES INC3 Filed as: L.H. WHITAKER ENTERPRISES, INC. | 9044 BROWNING STREET CHAPPELL HILL, TX 77426 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $382 | $0 | $382 | 1.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN LONE STAR INS. SVS. | 10700 NORTH FREEWAY HOUSTON, TX 77037 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $251 | $0 | $251 | 0.67% |
| BETH R. PETERSON3 | 14315 OVERBROOK HOUSTON, TX 77077 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $212 | $0 | $212 | 0.57% |
| DEBRA JEAN HUMPHREY3 | 1325 MARDI LANE HOUSTON, TX 77055 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $114 | $6 | $120 | 0.32% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES SOUTHWEST, INC. | 5555 SAN FELIPE, SUITE 1500 HOUSTON, TX 77056 | FEDERAL INSURANCE COMPANY | $189 | $0 | $189 | 15.00% |
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 | 367 | 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) | 367 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 359 | $172K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 356 | $487K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 356 | $487K |
| Other(4 contracts, 4 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 360 | $535K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 360 | — |
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.