| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $769 | $16K | 6.25% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $206 | $10K | 3.95% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $530 | $2K | 0.69% |
| DUPUY & ASSOCIATES INC3 | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $22 | $1K | 0.56% |
| LISSY PEREZ-ARCHE3 | 4215 SW SANTA BARBARA PLACE CAPE CORAL, FL 33914 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $31 | $1K | 0.53% |
| ALICIA MARCUM3 | 1122 GRAND ST APT 505 HOBOKEN, NJ 07030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.42% |
| ESTATE OF DIANNA L. CHAMBERS3 | 305 HERITAGE MILL DRIVE ST. AUGUSTINE, FL 32084 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.40% |
| CAREN R EPSTEIN3 | 4893 SAN PABLO CT NAPLES, FL 34109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $739 | $0 | $739 | 0.29% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $629 | $81 | $710 | 0.28% |
| ROBERT BAXTER3 | 2739 VIA PIAZZA LOOP FT. MYERS, FL 33905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $485 | $38 | $523 | 0.21% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $340 | $137 | $477 | 0.19% |
| NOEL CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $407 | $0 | $407 | 0.16% |
| LINDA SUE TAYLOR3 | 4113 SE 19TH AVE CAPE CORAL, FL 33904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $325 | $2 | $327 | 0.13% |
| CATALINA MARIA CALVO3 | 13105 SW 95TH AVE MIAMI, FL 33176 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $294 | $0 | $294 | 0.12% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $289 | $0 | $289 | 0.11% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $174 | $33 | $207 | 0.08% |
| MARIE-GLADYS A DUPUY3 | 20844 TORRE DEL LAGO STREET ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | $4 | $166 | 0.07% |
| MORFAR STRATEGIES INC3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.01% |
| JUDITH ANN ALLEY3 | 677 S PENDLETON AVE PENDLETON, IN 46064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.01% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SERVICES USA | ATTN LOCKBOX 201629 IRVING, TX 75063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| STALTARE BENEFITS INC3 | 700 E ATLANTIC BLVD POMPANO BEACH, FL 33060 | 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 | $2 | $0 | $2 | 0.00% |
| ANDREW G NIKOVITS3 | 22153 NATURES COVE CT ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| NELSON BENEFITS GROUP LLC3 | 541729 LEM TURNER ROAD CALLAHAN, FL 32011 | 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 | $5K | $345 | $5K | 7.96% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $71 | $3K | 3.80% |
| CATALINA MARIA CALVO3 | 13105 SW 95TH AVE MIAMI, FL 33176 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $799 | $0 | $799 | 1.19% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $348 | $165 | $513 | 0.77% |
| LINDA SUE TAYLOR3 | 4113 SE 19TH AVE CAPE CORAL, FL 33904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $467 | $3 | $470 | 0.70% |
| DUPUY & ASSOCIATES INC3 | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $351 | $10 | $361 | 0.54% |
| ESTATE OF DIANNA L. CHAMBERS3 | 305 HERITAGE MILL DRIVE ST. AUGUSTINE, FL 32084 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $348 | $0 | $348 | 0.52% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $204 | $82 | $286 | 0.43% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | $14 | $136 | 0.20% |
| ALICIA MARCUM3 | 1122 GRAND ST APT 505 HOBOKEN, NJ 07030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | $0 | $132 | 0.20% |
| ARIADNE DE BASABE-MACHICHE3 | 1102 NIMROD CIRCLE CORONA, CA 92880 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $114 | $4 | $118 | 0.18% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | $0 | $84 | 0.13% |
| JUDITH ANN ALLEY3 | 677 S PENDLETON AVE PENDLETON, IN 46064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $0 | $70 | 0.10% |
| ROBERT BAXTER3 | 2739 VIA PIAZZA LOOP FT. MYERS, FL 33905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $4 | $63 | 0.09% |
| CAREN R EPSTEIN3 | 4893 SAN PABLO CT NAPLES, FL 34109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $0 | $42 | 0.06% |
| NOEL CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.05% |
| JULIET A BRUNO3 | 3926 COUNTRY CLUB BLVD CAPE CORAL, FL 33904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.04% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $6 | $23 | 0.03% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $2 | $22 | 0.03% |
| ANDREW G NIKOVITS3 | 22153 NATURES COVE CT ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.03% |
| 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 | $3K | $53 | $3K | 5.44% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $915 | $17 | $932 | 1.78% |
| ESTATE OF DIANNA L. CHAMBERS3 | 305 HERITAGE MILL DRIVE ST. AUGUSTINE, FL 32084 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $0 | $561 | 1.07% |
| ALICIA MARCUM3 | 1122 GRAND ST APT 505 HOBOKEN, NJ 07030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | $0 | $154 | 0.29% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | $50 | $152 | 0.29% |
| JUDITH ANN ALLEY3 | 677 S PENDLETON AVE PENDLETON, IN 46064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | $0 | $103 | 0.20% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | $18 | $90 | 0.17% |
| DUPUY & ASSOCIATES INC3 | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | $0 | $67 | 0.13% |
| JULIET A BRUNO3 | 3926 COUNTRY CLUB BLVD CAPE CORAL, FL 33904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $0 | $63 | 0.12% |
| ANDREW G NIKOVITS3 | 22153 NATURES COVE CT ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $0 | $34 | 0.06% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.06% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.04% |
| NOEL CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.02% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| JESSE DUANE DAVIS3 | 2164 UNITY TRAIL NW MARIETTA, GA 30064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| 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 | $2K | $100 | $2K | 6.77% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $24 | $1K | 3.79% |
| LISSY PEREZ-ARCHE3 | 4215 SW SANTA BARBARA PLACE CAPE CORAL, FL 33914 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $253 | $6 | $259 | 0.94% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | $67 | $199 | 0.72% |
| DUPUY & ASSOCIATES INC3 | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | $4 | $177 | 0.64% |
| ALICIA MARCUM3 | 1122 GRAND ST APT 505 HOBOKEN, NJ 07030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $174 | $0 | $174 | 0.63% |
| ESTATE OF DIANNA L. CHAMBERS3 | 305 HERITAGE MILL DRIVE ST. AUGUSTINE, FL 32084 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $131 | $0 | $131 | 0.47% |
| CAREN R EPSTEIN3 | 4893 SAN PABLO CT NAPLES, FL 34109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | $0 | $122 | 0.44% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $21 | $72 | 0.26% |
| ROBERT BAXTER3 | 2739 VIA PIAZZA LOOP FT MYERS, FL 33905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $5 | $61 | 0.22% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $8 | $52 | 0.19% |
| NOEL CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.16% |
| LINDA SUE TAYLOR3 | 4113 SE 19TH AVE CAPE CORAL, FL 33904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $0 | $37 | 0.13% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $5 | $36 | 0.13% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.10% |
| JUDITH ANN ALLEY3 | 677 S PENDLETON AVE PENDLETON, IN 46064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.02% |
| MORFAR STRATEGIES INC3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| JESSE DUANE DAVIS3 | 2164 UNITY TRAIL NW MARIETTA, GA 30064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ASCENSION BENEFITS ADVISORS3 | 6 POMEGRANATE ST LADERA RANCH, CA 92694 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | $0 | $76 | 1.70% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $0 | $68 | 1.53% |
| ESTATE OF DIANNA L. CHAMBERS3 | 305 HERITAGE MILL DRIVE ST AUGUSTINE, FL 32084 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $0 | $38 | 0.85% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.27% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.13% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.13% |
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 | 561 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 561 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(5 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 325 | $405K |
| Short-term disability(5 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 325 | $405K |
| Other(5 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 325 | $405K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 325 | — |
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.