| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FRENKEL BENEFITS LLC3 | 4TH FLOOR 350 HUDSON STREET NEW YORK, NY 10014 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $174K | $122K | $295K | 4.25% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | $242 | $2K | 0.02% |
| FRENKEL BENEFITS LLC3 | 350 HUDSON STREET 4TH FLOOR NEW YORK, NY 100144500 | METROPOLITAN LIFE INSURANCE COMPANY | $104K | $21K | $125K | 2.39% |
| FRENKEL BENEFITS LLC3 | 350 HUDSON STREET 4TH FLOOR NEW YORK, NY 100144500 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | $6K | $35K | 1.08% |
| DAVIS VISION3 | 175 E. HOUSTON STREET 5TH FLOOR SAN ANTONIO, TX 78205 | HM LIFE INSURANCE COMPANY OF NEW YORK | $0 | $77K | $77K | 4.50% |
| FRENKEL BENEFITS LLC3 | 4TH FLOOR 350 HUDSON STREET NEW YORK, NY 10014 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $37K | — | $37K | 2.47% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 0.13% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $203K | $74K | $277K | 23.22% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $42K | $42K | 3.56% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 55 BROADWAY, SUITE 701 NEW YORK, NY 10006 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $23 | $12 | $35 | 0.00% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $14K | $14K | 2.04% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $421 | — | $421 | 0.06% |
| CORNERSTONE FINANCIAL CONSULTANTS3 | 1802 HAMILTON STREET ALLENTOWN, PA 18104 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $15 | — | $15 | 0.00% |
| DWG CONSULTING INC.3 | 300 S OYSTER BAY ROAD SYOSSET, NY 11791 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $127K | — | $127K | 20.85% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $11K | $11K | 1.89% |
| FRENKEL BENEFITS LLC3 Filed as: FRENKEL BENEFITS, LLC | 350 HUDSON STREET, 4TH FLOOR NEW YORK, NY 10014 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $36K | — | $36K | 7.00% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $80K | $34K | $114K | 24.11% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $16K | $16K | 3.44% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 55 BROADWAY, SUITE 701 NEW YORK, NY 10006 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $88 | $125 | $213 | 0.04% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | P.O. BOX 905494 CHARLOTTE, NC 28290 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 0.02% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $68K | — | $68K | 16.71% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $6K | $6K | 1.42% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, STE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $78K | — | $78K | 19.70% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $8K | $8K | 2.09% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST, INC. 3445 PEACHTREE RD., SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $62K | — | $62K | 16.11% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $6K | $6K | 1.48% |
| BARBARA BALSER3 | 3475 LENOX RD., NE, SUITE 970 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.39% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $71K | — | $71K | 19.61% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $7K | $7K | 1.90% |
| FRENKEL BENEFITS LLC3 Filed as: FRENKEL BENEFITS, LLC | 350 HUDSON STREET, 4TH FLOOR NEW YORK, NY 10014 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $22K | — | $22K | 10.00% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $13K | $6K | $19K | 25.27% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $3K | $3K | 3.52% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $11K | — | $11K | 20.27% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $1K | $1K | 1.90% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $7K | $5K | $12K | 31.93% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $1K | $1K | 3.67% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE RD., SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 15.34% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $424 | $424 | 1.27% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $7K | — | $7K | 19.93% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $577 | $577 | 1.74% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE RD., STE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $6K | — | $6K | 20.08% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $576 | $576 | 1.83% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE RD., SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $5K | — | $5K | 15.17% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS,INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $360 | $360 | 1.20% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 20.73% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $635 | $635 | 2.52% |
| MULLINTBG INSURANCE AGENCY SERVICES3 | 33174 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $17 | $3 | $20 | 0.08% |
| MULLIN BARENS SANFORD FINANCIAL3 | 2242 PURDUE AVE LOS ANGELES, CA 90064 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MANAGMENT COMPENSATION GROUP/3 | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 17.79% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $385 | $385 | 1.76% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $4K | — | $4K | 21.74% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $460 | $460 | 2.25% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $973 | $3K | 23.61% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $252 | $252 | 1.99% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | $935 | $3K | 20.79% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES, INC. | 1250 CAPITAL OF TEXAS HWY BLDG. 2, SUITE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $181 | $181 | 1.44% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $68 | $68 | 0.54% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $2K | — | $2K | 23.47% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $223 | $223 | 2.36% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 55 BROADWAY, SUITE 701 NEW YORK, NY 10006 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $611 | $96 | $707 | 9.26% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $76 | $76 | 1.00% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | $1K | $2K | 32.93% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $277 | $277 | 3.87% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1K | — | $1K | 21.65% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $122 | $122 | 1.96% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $957 | — | $957 | 22.01% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $87 | $87 | 2.00% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE RD., SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $796 | — | $796 | 21.99% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $72 | $72 | 1.99% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $506 | $132 | $638 | 19.96% |
| M FINANCIAL HOLDINGS INC3 | — | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $100 | $100 | 3.13% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST, INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $421 | — | $421 | 14.01% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $30 | $30 | 1.00% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE RD., SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $529 | — | $529 | 21.40% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $60 | $60 | 2.43% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $201 | $150 | $351 | 16.00% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $31 | $31 | 1.41% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $260 | $124 | $384 | 22.79% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $33 | $33 | 1.96% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP/ | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $63 | $30 | $93 | 27.51% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $8 | $8 | 2.37% |
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 | 34,812 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,685 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 36,497 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | HM LIFE INSURANCE COMPANY OF NEW YORK | 15,930 | $1.7M |
| Life insurance(4 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 17,732 | $16.9M |
| Long-term disability(34 contracts, 3 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 16,393 | $13.4M |
| Other(3 contracts, 2 carriers) | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | 34,812 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 34,812 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.