| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| E 3 INS SOLUTIONS INC3 | 215 N. NORTON AVE. LOS ANGELES, CA 90004 | STANDARD INSURANCE COMPANY | $112K | — | $112K | 2.27% |
| E 3 INS SOLUTIONS INC3 | 215 N. NORTON AVE. LOS ANGELES, CA 90004 | STANDARD INSURANCE COMPANY | $225K | — | $225K | 5.97% |
| E 3 INS SOLUTIONS INC3 | 215 N. NORTON AVE. LOS ANGELES, CA 90004 | STANDARD INSURANCE COMPANY | $36K | — | $36K | 1.36% |
| E 3 INS SOLUTIONS INC3 | 215 N. NORTON AVE. LOS ANGELES, CA 90004 | STANDARD INSURANCE COMPANY | $28K | — | $28K | 16.10% |
| VARIOUS - SEE ATTACHMENT3 | POST OFFICE BOX 1365 COLUMBIA, SC 29202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9K | $483 | $10K | 6.81% |
| VARIOUS - SEE ATTACHMENT3 | POST OFFICE BOX 1365 COLUMBIA, SC 29202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 5.71% |
| E 3 INSURANCE SOLUTIONS INC3 | 215 N NORTON AVE LOS ANGELES, CA 90004 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 1.50% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 11412 ROBBIA DR LAS VEGAS, NV 89138 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.45% |
| JEREMY G LINDQUIST3 | 3550 W ZACKS CV SOUTH JORDAN, UT 84095 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.45% |
| PAM ANDERSON & ASSOCIATES INC3 | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.45% |
| MIKE MCCORMICK3 | 348 S STRONGS CT SALT LAKE CITY, UT 84102 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.30% |
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 | 11,747 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 51 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,798 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 92 | $218K |
| Life insurance(5 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 13,156 | $3.1M |
| Short-term disability(4 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 13,157 | $5.1M |
| Long-term disability | STANDARD INSURANCE COMPANY | 13,157 | $3.8M |
| Other(5 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 13,156 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,157 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.