| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALAN LEVITZ3 | 3000 LAKEWIDE DR STE 200 S BANNOCKBURN, IL 60015 | BLUERE OF TENNESSEE | $10K | — | $10K | 0.55% |
| GCG FINANCIAL LLC3 Filed as: GCG FINANCIAL INC | THREE PARKWAY NORTH, SUITE 500 DEERFIELD, IL 60015 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $68K | $0 | $68K | 11.04% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $7K | $7K | 1.16% |
| GCG FINANCIAL LLC3 Filed as: GCG FINANCIAL | THREE PARKWAY NORTH, SUITE 500 DEERFIELD, IL 60015 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $30K | $0 | $30K | 11.00% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $3K | $3K | 1.16% |
| GCG FINANCIAL LLC3 Filed as: GCG FINANCIAL INC | THREE PARKWAY NORTH DEERFIELD, IL 60015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.93% |
| LIPSCOMB & PITTS INSURANCE LLC3 Filed as: LIPSCOMB & PITTS INS LLC | 2670 UNION AVE EXTD MEMPHIS, TN 37204 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.72% |
| STEPHANIE L HERRING3 | 363 #2 RIVERBLUFF PLACE MEMPHIS, TN 38103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.11% |
| KARA L FILER3 Filed as: KARA FILER | 2600 COLONIAL TOWERS DR CORDOVA, TN 38016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.98% |
| MICHAEL BLOCK3 | 16619 S. PINECREEK DRIVE LOCKPORT, IL 60441 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $941 | $105 | $1K | 0.91% |
| ERIN COLLEEN LANINGA3 | 4474 SARASOTA AVE YORKVILLE, IL 60560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $416 | $4 | $420 | 0.37% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $282 | $88 | $370 | 0.32% |
| BENEFITS FIRST LLC3 | PO BOX 766 LEXINGTON, TN 38351 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | $0 | $173 | 0.15% |
| KERRY D FILER3 | PO BOX 39 COLLIERVILLE, TN 38027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | $0 | $102 | 0.09% |
| ERIC BROGAN3 Filed as: ERIC L MILLER | 4505 W PIONEER DRIVE IRVING, TX 75061 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | $0 | $71 | 0.06% |
| EMILY COPELAND3 | PO BOX 453 MIDDLETON, TN 38052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $0 | $48 | 0.04% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $0 | $36 | 0.03% |
| MARY-JOYCE LICATA3 Filed as: MARY J YARNELL | 170 E HAMILTON LN BATTLE CREEK, MI 49015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $3 | $35 | 0.03% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.03% |
| JOSEPH MCDONALD3 | 12052 PEPPERMILL LANE NW PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $0 | $29 | 0.03% |
| JUSTIN J MCDONALD3 | 12052 PEPPERMILL LANE PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.02% |
| J AUSTIN BAKER3 | PO BOX 770941 MEMPHIS, TN 38117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.02% |
| VINSON K ELLENBERG3 | 905 ADAIR AVE NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $0 | $26 | 0.02% |
| SUSAN FONTANA FLYNN3 | 8814 EAGLE POINT DRIVE KNOXVILLE, TN 37931 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.02% |
| BARBARA ANN BASTON3 | 5401 MANSEL LANE FT WORTH, TX 76134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.02% |
| JUDGE BLOUNT3 | 2407 SOUTH SHORE DR BILOXI, MS 39532 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.02% |
| MEGHAN MOFFATT LUCAS3 | 2650 ACORN RUN VICTORIA, MN 55386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $7 | $18 | 0.02% |
| ELIZABETH MARIE LANGEVIN3 | 698 W LARPENEUR AVE ST. PAUL, MN 55113 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $6 | $17 | 0.01% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.01% |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES MICHAEL EMIDY | PO BOX 2021 RIDGELAND, MS 39158 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.01% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $4 | $8 | 0.01% |
| JONITA ANGELA OAKES3 | PO BOX 256 TROUP, TX 75789 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.01% |
| DALE T BUTLER3 | 15234 REED STREET OVERLAND PARK, KS 66223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.01% |
| FELTER INC3 | 5403 COMMONWEALTH AVE WESTERN SPRINGS, IL 60558 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| T NASH SKILES INC3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $3 | $5 | 0.00% |
| ENID CHANDLER3 | 4736 W NAPOLEON AVE METAIRIE, LA 70001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| BENECHOICE ENROLLMENT SOLUTIONS3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.00% |
| DAVID HAMPTON3 | 4910 W ARLINGTON PARK BLVD FT WAYNE, IN 46835 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| WALTER H MODARELLI3 Filed as: WALTER MODARELLI | 11502 CARROLLWOOD DR TAMPA, FL 33618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| FREDDIE L POWERS3 | 1910 SHADOW ROCK KINGWOOD, TX 77339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| BRENDA GAIL PATE3 Filed as: BRENDA KNIGHT | 821 KING'S GRANT ST SIMON ISLAND, GA 31522 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| PNC FINANCIAL ENTERPRISES INC3 | 1841 N SHERRY DR ATLANTIC BEACH, FL 32233 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MARK WEBER3 Filed as: MARK WEBBER | 2011 HAMPTON ST PITTSBURGH, PA 15218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ROGERS BENEFIT GROUP INC3 Filed as: PATRICK MICHAEL ROGERS | 137 CAMELOT CIRCLE CORAOPOLIS, PA 15108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MARK F BARRETT LLC3 | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| EMMA ANN DEAN3 | 350 SOUTH BELVEDERE DRIVE HAMPSTEAD, NC 28443 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| GRAEM M CLARK3 | 589 WINDMERE DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| JUDY L CHANDLER3 | 8831 HEISKELL ROAD POWELL, TN 37849 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| J SHANNON SHEPPARD3 | 10105 GILLESPIE OAK DRIVE LAKELAND, TN 38002 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| VICTORIA L FLYNN3 | 7009 FAIRVIEW RD CORRYTON, TN 37721 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| TBX EMPLOYEE BENEFITS LLC3 | 1201 ELM ST STE 4250 DALLAS, TX 75270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| WORKSITE BENEFITS SOLUTION LLC2 Filed as: WORKSITE AMERICA LLC | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| LERMAN VENTURES INC3 Filed as: LERMAN VENTURES, INC | 2985 SURREY RIDGE ROAD CLARKSVILLE, TN 37043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| CAPSTONE BENEFIT SOLUTIONS LLC3 | 901 LAKESIDE CIRCLE LEWISVILLE, TX 75057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| THE WORKSIGHT GROUP LLC3 | 743 PASSAIC AVE CLIFTON, NJ 07012 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| TED BENNETT3 | 1830 DESTINY LANE BOWLING GREEN, KY 42104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ALAN LEVITZ1 | 3000 LADESIDE DR STE 200 S BANNOCKBURN, IL 60015 | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $10K | — | $10K | 9.94% |
| GCG FINANCIAL LLC3 Filed as: GCG FINANCIAL, INC | THREE PARKWAY NORTH, SUITE 500 DEERFIELD, IL 60015 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $0 | $5K | 11.19% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $624 | $624 | 1.34% |
| GCG FINANCIAL LLC3 Filed as: GCG FINANCIAL INC | THREE PARKWAY NORTH, SUITE 500 DEERFIELD, IL 60015 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $52 | — | $52 | 11.04% |
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 | 1,285 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 15 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,307 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUERE OF TENNESSEE | 2,297 | $1.8M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 356 | $42K |
| Vision | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 2,109 | $97K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 0 | $616K |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,500 | $272K |
| Other(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 557 | $778K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,297 | — |
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.