| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TOM L CARR3 | 10501 6 MILE CYPRESS PKWY STE 101 FORT MYERS, FL 33966 | KAISER FOUNDATION HEALTH PLAN INC | $31K | $0 | $31K | 3.46% |
| HERNDON CARR & CO3 | 10501 SIX MILE CYPRESS PKWY #101 FORT MYERS, FL 33966 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $64K | $0 | $64K | 10.00% |
| HERNDON CARR & CO3 | 10501 SIX MILE CYPRESS PKWY #101 FORT MYERS, FL 33966 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $28K | $0 | $28K | 8.16% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25K | $2K | $27K | 8.75% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $235 | $16K | 5.01% |
| MALLIBIS FERNANDEZ3 | 1842 41ST TER SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $474 | $6K | 2.00% |
| DUPUY & ASSOCIATES INC3 Filed as: DUPUY & ASSOCIATES | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $954 | $0 | $954 | 0.30% |
| LISETTE M HERNANDEZ3 | 1842 41ST TERRACE SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | $590 | $791 | 0.25% |
| OWENS EMPLOYEE BENEFITS OF FLORIDA3 | 13650 FIDDLESTICKS BLVD FORT MYERS, FL 33912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $527 | $118 | $645 | 0.21% |
| LISSY PEREZ-ARCHE3 | 1303 NE 9TH PLACE CAPE CORAL, FL 33909 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $599 | $0 | $599 | 0.19% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $501 | $0 | $501 | 0.16% |
| L-H-R AND COMPANY3 | 1842 41ST TERRACE SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $332 | $97 | $429 | 0.14% |
| ESTATE OF DIANNA L. CHAMBERS3 Filed as: ESTATE OF DIANNA L CHAMBERS | 22252 SANDRA LANE MCCALLA, AL 35111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $401 | $0 | $401 | 0.13% |
| NOEL PERRY CLARK3 | 7777 NORMANDY BLVD APT 101 JACKSONVILLE, FL 32221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $325 | $0 | $325 | 0.10% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $274 | $0 | $274 | 0.09% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $222 | $0 | $222 | 0.07% |
| NELSON BENEFITS GROUP LLC3 | 35054 KAREN RD CALLAHAN, FL 32011 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $168 | $0 | $168 | 0.05% |
| ROBERT BAXTER3 | 2739 VIA PIAZZA LOOP FT MYERS, FL 33905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | $0 | $84 | 0.03% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | 0.02% |
| MARQUEZ BENEFIT GROUP LLC3 | 8611 N BLACK CANYON HWY PHOENIX, AZ 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $13 | $28 | 0.01% |
| MORFAR STRATEGIES INC3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | ATTN LOCKBOX 201629 IRVING, TX 75063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.00% |
| JUDITH ANN ALLEY3 | 677 S PENDLETON AVE PENDLETON, IN 46064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| STALTARE BENEFITS INC3 | 1172 SE 3RD TERRACE DEERFIELD BEACH, FL 33441 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| JESSE DUANE DAVIS3 | 2164 UNITY TRAIL NW MARIETTA, GA 30064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| CREATIVE BENEFIT CONSULTANTS INC3 | 18214 102ND WAY S BOCA RATON, FL 33498 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| HERNDON CARR & CO3 | 10501 SIX MILE CYPRESS PKWY #101 FORT MYERS, FL 33966 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $18K | $0 | $18K | 10.00% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $477 | $7K | 7.14% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE RD NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $49 | $4K | 3.73% |
| MALLIBIS FERNANDEZ3 | 1842 41ST TER SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $106 | $1K | 1.56% |
| DUPUY & ASSOCIATES INC3 | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $240 | $0 | $240 | 0.25% |
| SHERIDAN PAULA MCATEE3 | 1900 WEST CHANDLER BLVD CHANDLER, AZ 85224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $215 | $0 | $215 | 0.23% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 Filed as: NORTH FLORIDA BROKER GROUP LLC | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | $0 | $143 | 0.15% |
| LISSETTE M HERNANDEZ3 | 1842 41ST TERRACE SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $101 | $135 | 0.14% |
| ESTATE OF DIANNA L. CHAMBERS3 | 22252 SANDRA LANE MCCALLA, AL 35111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $130 | $0 | $130 | 0.14% |
| OWENS EMPLOYEE BENEFITS OF FLORIDA3 | 13650 FIDDLESTICKS BLVD FORT MYERS, FL 33912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $100 | $22 | $122 | 0.13% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | $0 | $82 | 0.09% |
| L-H-R AND COMPANY3 | 1842 41ST TERRANCE SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $20 | $82 | 0.09% |
| JUDITH ANN ALLEY3 | 677 S PENDLETON AVE PENDLETON, IN 46064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $0 | $61 | 0.06% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $0 | $59 | 0.06% |
| MARQUEZ BENEFIT GROUP LLC3 | 8611 N BLACK CANYON HWY PHOENIX, AZ 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $27 | $59 | 0.06% |
| ROBERT BAXTER3 | 2739 VIA PIAZZA LOOP FT. MYERS, FL 33905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $0 | $52 | 0.06% |
| NOEL PERRY CLARK3 | 7777 NORMANDY BLVD APT 101 JACKSONVILLE, FL 32221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $0 | $42 | 0.04% |
| NELSON BENEFITS GROUP LLC3 | 35054 KAREN RD CALLAHAN, FL 32011 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $0 | $36 | 0.04% |
| LISSY PEREZ-ARCHE3 | 1303 NE 9TH PLACE CAPE CORAL, FL 33909 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 0.03% |
| JULIET A BRUNO3 | 3926 COUNTRY CLUB BLVD CAPE CORAL, FL 33904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.01% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.01% |
| MORFAR STRATEGIES INC3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $171 | $4K | 5.61% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $23 | $2K | 2.55% |
| MALLIBIS FERNANDEZ3 | 1842 41ST TER SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $253 | $18 | $271 | 0.34% |
| ESTATE OF DIANNA L. CHAMBERS3 Filed as: ESTATE OF DIANA L CHAMBERS | 22252 SANDRA LANE MCCALLA, AL 35111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $225 | $0 | $225 | 0.28% |
| DUPUY & ASSOCIATES INC3 | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | $0 | $143 | 0.18% |
| JUDITH ANN ALLEY3 | 677 S PENDLETON AVE PENDLETON, IN 46064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | $0 | $79 | 0.10% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $0 | $65 | 0.08% |
| JULIET A BRUNO3 | 3926 COUNTRY CLUB BLVD CAPE CORAL, FL 33904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $0 | $63 | 0.08% |
| VB SOLUTIONS LLC3 | 7111 NE 222 ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $0 | $38 | 0.05% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $0 | $38 | 0.05% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $0 | $35 | 0.04% |
| NELSON BENEFITS GROUP LLC3 | 35054 KAREN RD CALLAHAN, FL 32011 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $0 | $29 | 0.04% |
| LISETTE M HERNANDEZ3 | 1842 41ST TERRACE SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $17 | $23 | 0.03% |
| OWENS EMPLOYEE BENEFITS OF FLORIDA3 | 13650 FIDDLESTICKS BLVD FORT MYERS, FL 33912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $3 | $19 | 0.02% |
| NOEL PERRY CLARK3 | 7777 NORMANDY BLVD APT 101 JACKSONVILLE, FL 32221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.02% |
| L-H-R AND COMPANY3 | 1842 41ST TERRACE SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $3 | $13 | 0.02% |
| SHERIDAN PAULA MCATEE3 | 1900 WEST CHANDLER BLVD CHANDLER, AZ 85224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.01% |
| ROBERT BAXTER3 | 2739 VIA PIAZZA LOOP FT MYERS, FL 33905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.01% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: INSURANCE AND RISK MANAGEMENT SERVI | 8950 FONTANA DEL SOLE WAY NAPLES, FL 34109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.01% |
| THOMAS WALLACE JR3 | 57 WYN OAK DRIVE NASHVILLE, TN 37205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| MORFAR STRATEGIES INC3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| JESSE DUANE DAVIS3 | 2164 UNITY TRAIL NW MARIETTA, GA 30064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| MARQUEZ BENEFIT GROUP LLC3 | 8611 N BLACK CANYON HWY PHOENIX, AZ 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $117 | $2K | 6.53% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $17 | $1K | 4.28% |
| LISETTE M HERNANDEZ3 | 1842 41ST TERRACE SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $175 | $248 | 0.79% |
| MALLIBIS FERNANDEZ3 | 1842 41ST TER SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | $7 | $104 | 0.33% |
| DUPUY & ASSOCIATES INC3 | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $0 | $70 | 0.22% |
| L-H-R AND COMPANY3 | 1842 41ST TERRACE SW NAPLES, FL 34116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $1 | $65 | 0.21% |
| ESTATE OF DIANNA L. CHAMBERS3 Filed as: ESTATE OF DIANNA L CHAMBERS | 22252 SANDRA LANE MCCALLA, AL 35111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $0 | $49 | 0.16% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.09% |
| ROBERT BAXTER3 | 2739 VIA PIAZZA LOOP FT MYERS, FL 33905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.07% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.06% |
| NOEL PERRY CLARK3 | 7777 NORMANDY BLVD APT 101 JACKSONVILLE, FL 32221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.06% |
| NELSON BENEFITS GROUP LLC3 | 35054 KAREN RD CALLAHAN, FL 32011 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.06% |
| OWENS EMPLOYEE BENEFITS OF FLORIDA3 | 13650 FIDDLESTICKS BLVD FORT MYERS, FL 33912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $3 | $18 | 0.06% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.04% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.03% |
| JUDITH ANN ALLEY3 | 677 S PENDLETON AVE PENDLETON, IN 46064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.02% |
| HERNDON CARR & CO0 Filed as: HERNDON CARR AND CO., INC. | 1501-6 MILE CYPRESS PKWY #101 FORT MYERS, FL 33966 | FOUR EVER LIFE INS CO. | $3K | $1K | $4K | 14.00% |
| FLORIDA BLUE Filed as: BCBS OF FLORIDA INC. | 4800 DEERWOOD CAMPUS PKWY JACKSONVILLE, FL 32246 | FOUR EVER LIFE INS CO. | — | — | $0 | 0.00% |
| ANNALIESE CLARK3 | 1336 HIDEWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $1 | $59 | 1.89% |
| ESTATE OF DIANNA L. CHAMBERS3 Filed as: ESTATE OF DIANNA L CHAMBERS | 22252 SANDRA LANE MCCALLA, AL 35111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.32% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.19% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.19% |
| TOM L CARR3 | 10501 SIX MILE CYPRESS PKWY #101 FORT MYERS, FL 33912 | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $139 | $0 | $139 | 14.95% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $179 | $29 | $208 | 36.30% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | $3 | $118 | 20.59% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA EIN 59-2015694 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 4800 DEERWOOD CAMPUS PARKWAY JACKSONVILLE, FL 32246 | $1.9M |
| GUARDIAN LIFE INSURANCE COMPANY EIN 13-5123390 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 7 HANOVER SQUARE NEW YORK, NY 10004 | $200K |
| HERNDON CARR AND COMPANY EIN 59-2414511 INSURANCE AGENT/BROKERS | Insurance agents and brokers Service code 22 | 1501-6 MILE CYPRESS PKWY #101 FORT MYERS, FL 33966 | $189K |
| LINCON NATIONAL LIFE INSURANCE COMP EIN 35-0472300 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 8801 INDIAN HILLS DR. OMAHA, NE 68114 | $42K |
| HERNDON CARR & COMPANY EIN 59-2414511 CONSULTING (GENERAL) | Consulting (general) Service code 16 | 10501 SIX MILE CYPRESS PKWY #101 FORT MYERS, FL 33966 | $0 |
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 | 3,489 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,489 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 3,601 | $917K |
| Life insurance(7 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 3,480 | $698K |
| Short-term disability(6 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 353 | $522K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,471 | $343K |
| Other(9 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,480 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,601 | — |
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.