| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.7M | 39.4% | |
| Prescription drug | $1.7M | 39.4% | |
| Other | $187K | 4.3% | |
| Vision | $171K | 3.9% | |
| Life | $150K | 3.5% | |
| Short-term disability | $150K | 3.5% | |
| Long-term disability | $150K | 3.5% | |
| Dental | $115K | 2.6% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDV | $1.8M | 90.8% | 1 | 3 | 139 |
EIN 362598882 | VLSTDLTDOth | $150K | 7.4% | 1 | 1 | 323 |
EIN 590781901 | Oth | $34K | 1.7% | 1 | 5 | 35 |
EIN 570144607 | Oth | $3K | 0.2% | 1 | 1 | 9 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DALLAS, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY | $35K | $62K | $97K | 97.1% | 1 |
| ACCRETIVE ENROLLMENT SVCS LLC | SAN ANTONIO, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.1% | 1 |
| RODGER SUMICEK | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $329 | $0 | $329 | 0.3% | 1 |
| SECURANCE CORPORATION | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $89 | $0 | $89 | 0.1% | 1 |
| WESTCENTER BENEFITS INC | HOUSTON, TX | COLONIAL LIFE & ACCIDENT INSURANCE CO | $71 | $0 | $71 | 0.1% | 1 |
| ASSUREDPARTNERS | HOUSTON, TX | COLONIAL LIFE & ACCIDENT INSURANCE CO | $68 | $0 | $68 | 0.1% | 1 |
| MARK SCOTT OSTASZEWSKI | RICHMOND, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $46 | $0 | $46 | 0.0% | 1 |
| JUSTIN LEBLANC | LAKEWAY, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $44 | $0 | $44 | 0.0% | 1 |
| JAMES RICE | FT WORTH, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $31 | $0 | $31 | 0.0% | 1 |
| ROSEMARY CHOI | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $27 | $0 | $27 | 0.0% | 1 |
| RICE JAMES | FT WORTH, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | $0 | $18 | 0.0% | 1 |
| SA GENERAL AGENCY INC | SAN ANTONIO, TX | COLONIAL LIFE & ACCIDENT INSURANCE CO | $13 | $0 | $13 | 0.0% | 1 |
| BRYAN INGLIS | SHAVANO PARK, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | $0 | $12 | 0.0% | 1 |
| INGLIS, BRYAN, JAMES | SHAVANO PARK, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | $0 | $9 | 0.0% | 1 |
| MICHAEL ANTHONY CHANDLER | CONVERSE, TX | COLONIAL LIFE & ACCIDENT INSURANCE CO | $9 | $0 | $9 | 0.0% | 1 |
| DAMIAN K CHANDLER | SAN ANTONIO, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | $0 | $9 | 0.0% | 1 |
| BAKER, BRENNAN, DWAINE | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 1 |
| THOMAS SNYDER | NEW BRAUNFELS, TX | COLONIAL LIFE & ACCIDENT INSURANCE CO | $7 | $0 | $7 | 0.0% | 1 |
| DARIN POTTS | HOUSTON, TX | COLONIAL LIFE & ACCIDENT INSURANCE CO | $7 | $0 | $7 | 0.0% | 1 |
| BRANDON PENKO | ROSHARON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
| HORIZON BENEFITS LLC | SAN ANTONIO, TX | COLONIAL LIFE & ACCIDENT INSURANCE CO | $6 | $0 | $6 | 0.0% | 1 |
| ALLEN BAKER | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 1 |
| LYNDA TANNER | MURPHY, NC | COLONIAL LIFE & ACCIDENT INSURANCE CO | $4 | $0 | $4 | 0.0% | 1 |
| ALLISON WISE | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 1 |
| IAN KELSO | HOUSTON, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |