| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBERT A LEVY3 Filed as: ROBERT MCLEAN, DIGITAL INSURANCE | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | TRUASSURE INSURANCE COMPANY | $7K | $0 | $7K | 9.23% |
| ENROLLEASE3 Filed as: ONE DIGITAL PREMIER SERVICES | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | TRUASSURE INSURANCE COMPANY | $4K | $0 | $4K | 4.61% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $12K | $0 | $12K | 15.50% |
| ENROLLEASE3 Filed as: ONE DIGITATAL PREMIER SRVCS LLC | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $4K | $4K | 5.17% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH ROAD CHARLOTTE, NC 28211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 4.03% |
| SHELLEY HARTSELL3 Filed as: SHELLEY CAMPBELL HARTSELL | 21317 COUNTRY CLUB DRIVE CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $811 | $244 | $1K | 2.13% |
| MELISSA SWARD3 | 4461 NE 30TH AVE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $686 | $0 | $686 | 1.39% |
| PETER MICHAEL FOLEY JR3 | 30 GROVESIDE RD PORTLAND, ME 04102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $473 | $0 | $473 | 0.96% |
| CAROLINA BENEFITS SOURCE INC3 | 4461 NE 30TH AVE LIGHTHOUSE PT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $455 | $0 | $455 | 0.92% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $23 | $140 | 0.28% |
| BETTER CHOICE HEALTH LLC3 | 4461 NE 30TH AVE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | $21 | $124 | 0.25% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $0 | $75 | 0.15% |
| CREATIVE BENEFIT CONSULTANTS INC3 | 18214 102ND WAY S STE 100 BOCA RATON, FL 33498 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | $18 | $71 | 0.14% |
| JACK ALLEN NORRIS3 | 2439 DUTCH BRANCH RD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $0 | $65 | 0.13% |
| WILLIAM T MILLER3 | 2908 OTRANTO RD LOT 48 CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.07% |
| MARK BRANNON SWARD3 | 8230 CARTER CREED DR APT 207 CHARLOTTE, NC 28227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $0 | $29 | 0.06% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.05% |
| FOUNDERS FINANCIAL GROUP LLC3 | 737 PLANTATION RD LANCASTER, SC 29720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.02% |
| ROBERT A LEVY3 Filed as: ROBERT MCLEAN, DIGITAL INSURANCE | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | COMMUNITY EYE CARE | $201 | $0 | $201 | 0.72% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH ROAD CHARLOTTE, NC 28211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $247 | $0 | $247 | 3.21% |
| PETER MICHAEL FOLEY JR3 | 30 GROVESIDE RD PORTLAND, ME 04102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $0 | $125 | 1.62% |
| CAROLINA BENEFITS SOURCE INC3 | 4461 NE 30TH AVE LIGHTHOUSE PT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $0 | $109 | 1.42% |
| MELISSA SWARD3 | 4461 NE 30TH AVE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.51% |
| SHELLEY HARTSELL3 Filed as: SHELLEY CAMPBELL HARTSELL | 21317 COUNTRY CLUB DRIVE CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $7 | $29 | 0.38% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUF DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.21% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.18% |
| JACK ALLEN NORRIS3 | 2439 DUTCH BRANCH RD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.14% |
| MARK BRANNON SWARD3 | 8230 CARTER CREEK DR APT 207 CHARLOTTE, NC 28227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.09% |
| FOUNDERS FINANCIAL GROUP LLC3 | 737 PLANTATION RD LANCASTER, SC 29720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.08% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.05% |
| BETTER CHOICE HEALTH LLC3 | 4461 NE 30TH AVE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.04% |
| CREATIVE BENEFIT CONSULTANTS INC3 | 18214 102ND WAY S STE 100 BOCA RATON, FL 33498 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.04% |
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 | 106 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 106 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 38 | $57K |
| Dental | TRUASSURE INSURANCE COMPANY | 198 | $77K |
| Vision | COMMUNITY EYE CARE | 169 | $28K |
| Life insurance(3 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 141 | $134K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 38 | $57K |
| Long-term disability | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 141 | $77K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 198 | — |
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.