| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEVEN CHRISTOPHER WIGHT3 Filed as: STEVEN C. WIGHT | 100 SMITH RANCH RD, STE 340 SAN RAFAEL, CA 94903 | FIRST UNUM LIFE INSURANCE COMPANY | $64K | $12K | $76K | 3.05% |
| ROBERT A. MILLER3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | FIRST UNUM LIFE INSURANCE COMPANY | $17K | — | $17K | 0.67% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | FIRST UNUM LIFE INSURANCE COMPANY | $11K | — | $11K | 0.44% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | FIRST UNUM LIFE INSURANCE COMPANY | $9K | — | $9K | 0.37% |
| NYLIFE SECURITIES LLC3 Filed as: NYLIFE SECURITIES LLC, INC | ATTN MARK BADLU 51 MADISON AVE, ROOM 251 NEW YORK, NY 10010 | FIRST UNUM LIFE INSURANCE COMPANY | — | $7K | $7K | 0.28% |
| TCS INSURANCE AGENCY INC3 | 100 SMITH RANCH ROAD STE 340 SAN RAFAEL, CA 94903 | UNDERWRITERS AT LLOYD'S | $215K | — | $215K | 19.32% |
| STEVEN CHRISTOPHER WIGHT3 | 100 SMITH RANCH RD SUITE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $38K | $680 | $38K | 7.07% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $29K | $29K | 5.27% |
| LLOYD POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST, 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $8K | $6K | $14K | 2.68% |
| M FINANCIAL HOLDINGS INC3 | STE 900 1125 NW COUCH ST PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $9K | $9K | 1.68% |
| DANIEL CLIFTON TONEY3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $7K | — | $7K | 1.37% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $6K | $91 | $6K | 1.14% |
| ROBERT A. MILLER3 Filed as: ROBERT A MILLER | ONE WORLD TRADE CENTER 285 FULTON STREET 38TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $5K | $78 | $5K | 0.85% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: THE L WARNER COMPANY INC | 9690 DEERECO RD STE 650 TIMONIUM, MD 21093 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | $763 | $2K | 0.37% |
| JONATHAN MILLER3 Filed as: JONATHAN H. MILLER | 160 WEST END AVE APT. 7C NEW YORK, NY 10023 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $12 | $2K | 0.35% |
| FREDERICK W. HOWARTH III3 Filed as: FREDERICK WILLIAM HOWARTH | TBG WEST INSURANCE SERVICES 6077 BRISTOL PARKWAY CULVER CITY, CA 90230 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $871 | $696 | $2K | 0.29% |
| SIDNEY MILLER3 | — | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $368 | — | $368 | 0.07% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/SE | STE 1304 40 WALL STREET NEW YORK, NY 10005 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $267 | $42 | $309 | 0.06% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/NE | 55 BROADWAY, SUITE 701 NEW YORK, NY 10006 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $164 | $164 | 0.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | EMPLOYEE BENEFITS DEPT 55 E JACKSON BLVD #14A CHICAGO, IL 60604 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $26 | — | $26 | 0.00% |
| KME INSURANCE BROKERAGE, INC.3 Filed as: KME INSURANCE BROKERAGE INCE | C/O KME INSURANCE BROKERAGE INC. 125 S WACKER DR STE 300 CHICAGO, IL 60606 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $13 | $13 | 0.00% |
| STEVEN CHRISTOPHER WIGHT3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $43K | — | $43K | 9.92% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $26K | $26K | 6.01% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON STREET 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $8K | $7K | $15K | 3.56% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $10K | $10K | 2.30% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $7K | $123 | $7K | 1.58% |
| DANIEL CLIFTON TONEY3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $4K | $574 | $5K | 1.05% |
| ROBERT A. MILLER3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $4K | $98 | $5K | 1.04% |
| JONATHAN MILLER3 Filed as: JONATHAN H. MILLER | 160 WEST END AVE, APT 7C NEW YORK, NY 10023 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $644 | — | $644 | 0.15% |
| SIDNEY M. MILLER3 | 120 BROADWAY 29TH FL NEW YORK, NY 10271 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $81 | — | $81 | 0.02% |
| STEVEN CHRISTOPHER WIGHT3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $18K | — | $18K | 8.56% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $12K | $12K | 5.96% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $4K | $4K | $8K | 3.76% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS | 1125 NW COUCH ST STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $6K | $6K | 2.83% |
| DANIEL CLIFTON TONEY3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $3K | $258 | $4K | 1.80% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $3K | $70 | $3K | 1.45% |
| ROBERT A. MILLER3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $56 | $2K | 0.98% |
| JONATHAN MILLER3 | 777 MAIN ST STE 2111 HARTFORD, CT 06103 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $474 | — | $474 | 0.23% |
| SIDNEY M. MILLER3 | 120 BROADWAY 39TH FL NEW YORK, NY 10271 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $59 | — | $59 | 0.03% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 949031900 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $32K | $32K | 17.70% |
| STEVEN CHRISTOPHER WIGHT3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $30K | — | $30K | 16.24% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST. 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $4K | $10K | $15K | 7.99% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST. SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $7K | $7K | 3.96% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST. 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $5K | — | $5K | 2.66% |
| ROBERT A. MILLER3 | 0NE WORLD TRADE CENTER 285 FULTON ST. 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | — | $1K | 0.55% |
| STEVEN CHRISTOPHER WIGHT3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $13K | — | $13K | 13.82% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 949031900 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $13K | $13K | 13.32% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON STREET, 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $4K | $6K | 6.34% |
| M. FINANCIAL HOLDINGS INCORPORATED3 Filed as: M FINANCIAL HOLDSING INC | 1125 NW COUCH ST. SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $3K | $3K | 2.85% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON STREET, 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $1 | $2K | 2.26% |
| ROBERT A. MILLER3 | ONE WORLD TRADE CENTER 285 FULTON STREET 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $769 | $1 | $770 | 0.79% |
| DANIEL CLIFTON TONEY3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $323 | $42 | $365 | 0.37% |
| JONATHAN MILLER3 Filed as: JONATHAN H. MILLER | STE 2111 777 MAIN STREET HARTFORD, CT 06103 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $73 | — | $73 | 0.07% |
| SIDNEY M. MILLER3 | 120 BROADWAY, 29TH FL NEW YORK, NY 10271 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| DANIEL CLIFTON TONEY3 | STE 340, 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $6K | — | $6K | 9.81% |
| ROBERT A. MILLER3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $643 | — | $643 | 1.12% |
| JONATHAN MILLER3 Filed as: JONATHAN H. MILLER | 160 WEST END AVE APT 7C NEW YORK, NY 10023 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $643 | — | $643 | 1.12% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $574 | $574 | 1.00% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $562 | — | $562 | 0.98% |
| SIDNEY M. MILLER3 | 120 BROADWAY 29TH FL NEW YORK, NY 10271 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $561 | — | $561 | 0.98% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| STEVEN CHRISTOPHER WIGHT3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $8K | — | $8K | 15.23% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $8K | $8K | 15.13% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $917 | $3K | $4K | 7.12% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $2K | $2K | 3.48% |
| MATTHEW POMERANTZ3 Filed as: MATTHEW P0MERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | $45 | $1K | 2.35% |
| ROBERT A. MILLER3 Filed as: ROBERT A MILLER | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $466 | $36 | $502 | 0.92% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | FIRST UNUM LIFE INSURANCE COMPANY | $2K | $271 | $2K | 5.00% |
| STEVEN CHRISTOPHER WIGHT3 Filed as: STEVEN C. WIGHT | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | FIRST UNUM LIFE INSURANCE COMPANY | $2K | $198 | $2K | 5.43% |
| LLOYD POMERANTZ3 Filed as: LLOYD M .POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | FIRST UNUM LIFE INSURANCE COMPANY | $351 | — | $351 | 0.85% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | FIRST UNUM LIFE INSURANCE COMPANY | $293 | — | $293 | 0.71% |
| NYLIFE SECURITIES LLC3 | ATTN MARK BADLU 51 MADISON AVE, ROOM 251 NEW YORK, NY 10010 | FIRST UNUM LIFE INSURANCE COMPANY | — | $62 | $62 | 0.15% |
| STEVEN CHRISTOPHER WIGHT3 | 100 SMITH RANCH ROAD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | — | $2K | 6.05% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 949031900 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $2K | $2K | 4.92% |
| DANIEL CLIFTON TONEY3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $933 | $67 | $1K | 2.55% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST. 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $500 | $286 | $786 | 2.01% |
| M FINANCIAL HOLDINGS INC3 Filed as: M. FINANCIAL HOLDINGS INC | 1125 NW COUCH ST. SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $654 | $654 | 1.67% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST. 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $383 | $3 | $386 | 0.98% |
| ROBERT A. MILLER3 Filed as: ROBERT A MILLER | ONE WORLD TRADE CENTER 285 FULTON STREET, 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $361 | $3 | $364 | 0.93% |
| JONATHAN MILLER3 Filed as: JONATHAN H. MILLER | STE 2111 777 MAIN STREET HARTFORD, CT 06103 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $142 | — | $142 | 0.36% |
| SIDNEY M. MILLER3 | 120 BROADWAY, 29TH FL NEW YORK, NY 10271 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $31 | — | $31 | 0.08% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 949031900 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $10K | $10K | 27.10% |
| STEVEN CHRISTOPHER WIGHT3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $6K | — | $6K | 17.29% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $3K | $6K | 15.81% |
| M FINANCIAL HOLDINGS INC3 Filed as: M. FINANCIAL HOLDINGS INC | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $1K | $1K | 4.20% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | — | $1K | 3.46% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $3K | $2K | $5K | 19.97% |
| LLOYD POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $615 | $58 | $673 | 2.63% |
| M FINANCIAL HOLDINGS INC3 | 1123 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $513 | $513 | 2.00% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 949031900 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $4K | $8K | 37.62% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST. 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $644 | $709 | $1K | 6.24% |
| M FINANCIAL HOLDINGS INC3 Filed as: M. FINANCIAL HOLDINGS INC | 1125 NW COUCH ST SUITE 900 PORTAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $856 | $856 | 3.95% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST. 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $234 | — | $234 | 1.08% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $3K | $6K | 32.60% |
| M. FINANCIAL HOLDINGS INCORPORATED3 Filed as: M. FINANCIIAL HOLDINGS INC | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $540 | $540 | 3.16% |
| LLOYD POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL. NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $115 | $355 | $470 | 2.75% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL. NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.24% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 949031900 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $2K | $5K | 28.15% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON STREET 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $555 | $478 | $1K | 6.35% |
| M FINANCIAL HOLDINGS INC3 Filed as: M. FINANCIAL HOLDINGS INC | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $772 | $772 | 4.74% |
| STEVEN CHRISTOPHER WIGHT3 Filed as: STEVEN CHRISTOPRHER WIGHT | 100 SMITH RAND RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $394 | — | $394 | 2.42% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON STREET, 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $149 | — | $149 | 0.92% |
| FREDERICK W. HOWARTH III3 Filed as: FREDERICK WILLIAM HOWARTH | TBG WEST INSURANCE SERVICES 6077 BRISTOL PARKWAY CULVER CITY, CA 90230 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | $668 | $2K | 11.23% |
| MINTZ & VAN NEST INC3 | STE 109 420 BOULEVARD MOUNTAIN LAKES, NJ 07046 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $250 | — | $250 | 1.58% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES | 1250 CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $7 | $7 | 0.04% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $941 | $613 | $2K | 11.34% |
| JAMES DAVID KORNREICH3 | 4 PURCHASE HILLS DR PURCHASE, NY 10577 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $499 | $128 | $627 | 4.57% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $270 | $270 | 1.97% |
| FREDERICK W. HOWARTH III3 Filed as: FREDERICK WILLIAM HOWARTH | TBG WEST INSURANCE 6077 BRISTOL PARKWAY CULVER CITY, CA 90230 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $317 | $208 | $525 | 4.04% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $473 | — | $473 | 3.64% |
| DANIEL CLIFTON TONEY3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $51 | $6 | $57 | 0.44% |
| TCS INSURANCE AGENCY INC3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $14 | $14 | 0.11% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $2 | $2 | 0.02% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 26.79% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $394 | $374 | $768 | 6.39% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $360 | $360 | 3.00% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON STREET 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $141 | — | $141 | 1.17% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $1K | $1K | 11.60% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $419 | — | $419 | 9.00% |
| DANIEL WISTED3 | STE 325 3440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $279 | $47 | $326 | 7.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | STE 300 1125 SANCTUARY PKWY ALPHARETTA, GA 30009 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $375 | — | $375 | 9.61% |
| DANIEL J WISTED3 Filed as: DANIEL J. WISTED | STE 325 1440 PRESTON RIDGE RD ALPHARETTA, GA 30005 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $234 | $39 | $273 | 7.00% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: THE L WARNER COMPANY INC | 9690 DEERECO RD STE 650 TIMONIUM, MD 21093 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $514 | — | $514 | 13.99% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 949031900 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $600 | $917 | $2K | 42.50% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON STREET 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $214 | $321 | $535 | 14.99% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $143 | $143 | 4.01% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON STREET 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $120 | — | $120 | 3.36% |
| MINTZ & VAN NEST INC3 | 420 BOULEVARD STE 109 MOUNTAIN LAKES, NJ 07046 | THE PAUL REVERE LIFE INSURANCE COMPANY | $84 | — | $84 | 2.70% |
| PHILIP TOWNSEND DAVIS3 | 10 HEARTHSTONE DRIVE HARTFORD, CT 06804 | THE PAUL REVERE LIFE INSURANCE COMPANY | $65 | — | $65 | 2.09% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94903 | THE PAUL REVERE LIFE INSURANCE COMPANY | $14 | $9 | $23 | 0.74% |
| K N & A INC.3 Filed as: K N & A INC | 6720-B ROCKLEDGE DR BETHESDA, MD 20817 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $154 | — | $154 | 5.03% |
| NICHOLAS P. BOYLAN3 | 1909 GREVE AV APT G SPRING LAKE HEIGHTS, NJ 07762 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $100 | — | $100 | 3.27% |
| TCS INSURANCE AGENCY INC3 | STE 340 100 SMITH RANCH RD SAN RAFAEL, CA 94939 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $168 | $168 | 6.92% |
| DANIEL CLIFTON TONEY3 | 100 SMITH RANCH RD STE 340 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $80 | — | $80 | 3.29% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 39TH FLOOR 285 FULTON STREET NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $8 | $22 | $30 | 1.24% |
| JONATHAN MILLER3 Filed as: JONATHAN H. MILLER | 160 WEST END AVE, APT. 7C NEW YORK, NY 10023 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $9 | — | $9 | 0.37% |
| ROBERT MILLER3 | ONE WORKD TRADE CENTER 285 FULTON ST, 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $9 | — | $9 | 0.37% |
| SIDNEY M. MILLER3 | 120 BROADWAY 29TH FLOOR NEW YORK, NY 10271 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $8 | — | $8 | 0.33% |
| DANIEL CLIFTON TONEY3 | 100 SMITH RANCH RD STE 240 SAN RAFAEL, CA 94903 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $86 | — | $86 | 10.13% |
| ROBERT A. MILLER3 Filed as: ROBERT A MILLER | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $10 | — | $10 | 1.18% |
| JONATHAN MILLER3 Filed as: JONATHAN H. MILLER | 160 WEST END AVE APT 7C NEW YORK, NY 10023 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $10 | — | $10 | 1.18% |
| LLOYD POMERANTZ3 Filed as: LLOYD M. POMERANTZ | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $9 | — | $9 | 1.06% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $9 | $9 | 1.06% |
| SIDNEY M. MILLER3 | 120 BROADWAY 29TH FL NEW YORK, NY 10271 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $8 | — | $8 | 0.94% |
| MATTHEW POMERANTZ3 | ONE WORLD TRADE CENTER 285 FULTON ST 39TH FL NEW YORK, NY 10007 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1 | — | $1 | 0.12% |
| ROBERT ROBERTORY3 Filed as: ROBERT JOSEPH ROBERTORY | 10306 EATON PLACE, SUITE 420 FAIRFAX, VA 22030 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 2.09% |
| FREDERICK W. HOWARTH III3 Filed as: FREDERICK WILLIAM HOWARTH | TBG WEST INSURANCE SERVICES 6077 BRISTOL PARKWAY CULVER CITY, CA 90230 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $159 | $48 | $207 | — |
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 | 2,286 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,286 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability(31 contracts, 4 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 2,287 | $4.4M |
| Long-term disability(31 contracts, 4 carriers) | FIRST UNUM LIFE INSURANCE COMPANY | 2,287 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,287 | — |
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.