| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM FORT WORTH INC | 1600 WEST SEVENTH STREET FORT WORTH, TX 76102 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | — | $9K | 6.53% |
| HUMAN RESOURCE CONTROL CENTER3 Filed as: HUMAN RESOURCES CONTROL CENTER INC | 13601 PRESTON ROAD SUITE 625W DALLAS, TX 75240 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 3.91% |
| ENGINUITY HR LLC3 | 5955 ALPHA SUITE 325 DALLAS, TX 75240 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 2.34% |
| JAMES M HATCHER3 | 17223 CLUB HILL DR DALLAS, TX 75248 | UNITED CONCORDIA INSURANCE COMPANY | $1K | — | $1K | 5.45% |
| HUMAN RESOURCE CONTROL CENTER3 | PO BOX 803253 DALLAS, TX 75380 | UNITED CONCORDIA INSURANCE COMPANY | $994 | — | $994 | 3.74% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM-FORT WORTH, INC | 1600 W 7TH STREET SUITE 100 FORT WORTH, TX 761022505 | VISION SERVICE PLAN | $199 | — | $199 | 3.72% |
| ENGINUITY HR LLC3 | 5955 ALPHA RD SUITE 325 DALLAS, TX 75240 | VISION SERVICE PLAN | $170 | — | $170 | 3.18% |
| HUMAN RESOURCE CONTROL CENTER3 | 13601 ORESTON RD SUITE 625W DALLAS, TX 752404902 | VISION SERVICE PLAN | $148 | — | $148 | 2.77% |
| JAMES M HATCHER3 | 17223 CLUB HILL DRIVE DALLAS, TX 75248 | UNUM LIFE INSURANCE COMPANY | $511 | — | $511 | 14.44% |
| HUMAN RESOURCE CONTROL CENTER3 | PO BOX 803253 DALLAS, TX 75380 | UNUM LIFE INSURANCE COMPANY | $220 | — | $220 | 6.21% |
| JAMES M HATCHER3 | 17223 CLUB HILL DR DALLAS, TX 75248 | UNUM LIFE INSURANCE COMPANY | $327 | — | $327 | 65.14% |
| HUMAN RESOURCE CONTROL CENTER3 | PO BOX 803253 DALLAS, TX 75380 | UNUM LIFE INSURANCE COMPANY | $139 | — | $139 | 27.69% |
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 | 207 | 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) | 207 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 116 | $132K |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 34 | $27K |
| Vision | VISION SERVICE PLAN | 63 | $5K |
| Life insurance | UNUM LIFE INSURANCE COMPANY | 207 | $502 |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY | 207 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 207 | — |
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.