| 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 | — | $169K | $169K | 2.40% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | $328 | $2K | 0.02% |
| FRENKEL BENEFITS LLC3 | 350 HUDSON STREET 4TH FLOOR NEW YORK, NY 100144500 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.04% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC | 1250 S CAPITAL OF TEXAS HWY BUILDING 2, SUITE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | — | $12 | $12 | 0.00% |
| FRENKEL BENEFITS LLC3 | 350 HUDSON STREET 4TH FLOOR NEW YORK, NY 100144500 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.03% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC | 1250 S CAPITAL OF TEXAS HWY BUILDING 2, SUITE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | — | $12 | $12 | 0.00% |
| DAVIS VISION3 | 175 E. HOUSTON STREET 5TH FLOOR SAN ANTONIO, TX 78205 | HM LIFE INSURANCE COMPANY OF NEW YORK | — | $81K | $81K | 4.50% |
| 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 | 0.10% |
| 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 | $243K | $168K | $411K | 29.79% |
| 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 | — | $37K | $37K | 2.70% |
| 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 | $18 | $9 | $27 | 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 | $132K | — | $132K | 20.72% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | $12K | $12K | 1.94% |
| CORNERSTONE FINANCIAL CONSULTANTS3 | 1802 HAMILTON STREET ALLENTOWN, PA 18104 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $10 | — | $10 | 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 ACCIDENT INSURANCE COMPANY | $107K | $79K | $186K | 31.83% |
| 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 | — | $17K | $17K | 2.84% |
| 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 | $132 | $220 | 0.04% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | 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 | $104K | — | $104K | 20.23% |
| 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 | — | $9K | $9K | 1.80% |
| 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 | $70K | — | $70K | 19.15% |
| 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 | 1.97% |
| 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 | $59K | — | $59K | 16.51% |
| 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 | — | $2K | $2K | 0.56% |
| 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 | $55K | — | $55K | 15.73% |
| 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 | — | $5K | $5K | 1.40% |
| BARBARA BALSER3 | 3475 LENOX RD., NE, SUITE 970 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.38% |
| 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 | $62K | — | $62K | 19.16% |
| 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 | 1.82% |
| 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 | $17K | $12K | $29K | 29.82% |
| 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 | 2.78% |
| 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 | $9K | $5K | $15K | 28.04% |
| 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 | 2.57% |
| 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 | $4K | — | $4K | 14.23% |
| 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 | — | $291 | $291 | 1.04% |
| 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 | $5K | — | $5K | 17.91% |
| 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 | — | $393 | $393 | 1.49% |
| 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 | $4K | — | $4K | 14.00% |
| 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 | — | $256 | $256 | 1.00% |
| 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 | $3K | $2K | $4K | 19.62% |
| 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 | — | $523 | $523 | 2.31% |
| MULLINTBG INSURANCE AGENCY SERVICES3 | 33174 COLLECTION CENTER DR CHICAGO, IL 60693 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $190 | $88 | $278 | 1.23% |
| MULLIN BARENS SANFORD FINANCIAL3 | 2242 PURDUE AVE LOS ANGELES, CA 90064 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $4 | $11 | 0.05% |
| 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 | $4K | — | $4K | 19.05% |
| 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 | — | $361 | $361 | 1.68% |
| MANAGMENT COMPENSATION GROUP/3 | SOUTHEAST INC. 3445 PEACHTREE ROAD, SUITE 200 ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 16.10% |
| 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 | — | $294 | $294 | 1.42% |
| 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 | 20.59% |
| 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 | — | $423 | $423 | 2.09% |
| 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 | $3K | — | $3K | 19.68% |
| 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 | — | $286 | $286 | 1.73% |
| 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 | $913 | $2K | 18.41% |
| 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 | — | $50 | $50 | 0.40% |
| 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 | 22.72% |
| 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 | — | $184 | $184 | 2.26% |
| 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 | $468 | $96 | $564 | 7.39% |
| 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 | $934 | $805 | $2K | 24.62% |
| 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 | — | $141 | $141 | 2.00% |
| 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 | $800 | $138 | $938 | 18.85% |
| 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 | — | $129 | $129 | 2.59% |
| 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 | $643 | — | $643 | 17.76% |
| 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 | — | $34 | $34 | 0.94% |
| 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 | $695 | — | $695 | 19.52% |
| 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 | — | $60 | $60 | 1.69% |
| 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 | $548 | $244 | $792 | 22.87% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $68 | $68 | 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 | $403 | — | $403 | 13.99% |
| 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 | — | $29 | $29 | 1.01% |
| 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 | $242 | $124 | $366 | 21.72% |
| 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 | $50 | $50 | $100 | 8.16% |
| 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 | $253 | — | $253 | 20.94% |
| 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 | — | $28 | $28 | 2.32% |
| 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 | $156 | — | $156 | 20.88% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1123 NW COUCH STREET, SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $4 | $4 | 0.54% |
| 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 | $15 | $3 | $18 | 21.43% |
| 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 | — | $3 | $3 | 3.57% |
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 | 33,114 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,027 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 34,141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | HM LIFE INSURANCE COMPANY OF NEW YORK | 15,988 | $1.8M |
| Life insurance(6 contracts, 3 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 33,114 | $17.8M |
| Long-term disability(35 contracts, 3 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 16,170 | $13.4M |
| Other(3 contracts, 2 carriers) | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | 33,114 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 33,114 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.