| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE BENEFIT COMPANY INC3 Filed as: BENEFIT CO | SIX CONSCOURSE PKWY STE 2750 ATLANTA, GA 30328 | HARTFORD LIFE AND ACCIDENT | $73K | $2K | $75K | 19.52% |
| CAROLE H WARREN3 | 2716 HANOVER CIRCLE BIRMINGHAM, AL 35205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $3K | $14K | 5.99% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY LLC | SIX CONCOURSE PARKWAY ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 3.87% |
| IRONWOOD BENEFITS ADVISORY SERVICES3 Filed as: IRONWOOD BENEFIT ADVISORY | 4401 NORTHSIDE PKWY ATLANTA, GA 30327 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 3.46% |
| SANTE CONCEPTS INC3 | 94 BARTLETT WAY DALLAS, GA 30157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 2.88% |
| LESLIE BUSSEY3 | P.O. BOX 2787 ACWORTH, GA 30102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 2.61% |
| R J K & ASSOCIATES INC3 | 1800 PEACHTREE STREET NW ATLANTA, GA 30309 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 1.12% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD ATLANTA, GA 30326 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.03% |
| ROBERT H STONE SR3 | 3604 COVENTRY CIRCLE VESTAVIA HILLS, AL 35243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $440 | $2K | 0.80% |
| COLONIAL LIFE BROKERAGE LLC3 | 12010 BROOKFIELD CLUB RD ROSWELL, GA 30075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $422 | $706 | $1K | 0.50% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $800 | $77 | $877 | 0.39% |
| D'ARCHIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $289 | $190 | $479 | 0.21% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $233 | $350 | 0.15% |
| KID INSURANCE BENEFITS INC3 | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $324 | $6 | $330 | 0.15% |
| ALEXANDER OTTONIEL CANAS3 | 26123 BOUQUET CANYON RD SANTA CLARITA, CA 91350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $267 | — | $267 | 0.12% |
| EOB CONSULTING LLC3 | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $247 | — | $247 | 0.11% |
| LAURIE J BURNS3 | 15 CEDARS EDGE CT BLUFFON, SC 29910 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $203 | — | $203 | 0.09% |
| BROCKSTAR LLC3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $134 | — | $134 | 0.06% |
| CASSANDRA KRAMER3 | 640 E PIONEER LOOP LA CENTER, WA 98629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | — | $107 | 0.05% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON LANE HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.04% |
| BURTON M HERRING JR3 | 1135 ARLINGTON DRIVE BIRMINGHAM, AL 35224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 0.03% |
| JANICE W MORRISON3 | 1773 POPPS FERRY RD BILOXI, MS 39532 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | — | $76 | 0.03% |
| VINSON K ELLENBERG3 | 905 ADAIR AVE NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | — | $67 | 0.03% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $18 | $55 | 0.02% |
| TR INSURANCE ADVISORS INC3 | 1009 EIGHTH AVE NE WASECA, MN 56093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.02% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.02% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $16 | $36 | 0.02% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $14 | $30 | 0.01% |
| FELIPE A BARGANIER3 | 950 EAGLES LANDING PKWY STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| SPECTRUM SOLUTIONS INC3 | 213 GOVERNOR WALK KATHLEEN, GA 31047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.01% |
| JAMES SNOW3 | 286 CASTLEGATE ROAD MACON, GA 31210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| PETER MICHAEL FOLEY JR3 | 150 PAMPLICO LANE MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| ERIS VENTURES LLC3 | 931 MONROE DRIVE NE ATLANTA, GA 30308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| THE CAPITAL GROUP LLC3 Filed as: CAPITAL FINANCIAL STRATEGIES INC | 7008 SALEM AVENUE LUBBOCK, TX 79424 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| SUZANNE M CALHOUN3 | 3104 HADDONSTONE DRIVE OWENS X RD, AL 35763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| ROSS & YERGER INSURANCE INC3 Filed as: ROSS AND YERGER INSURANCE INC | P.O. BOX 1139 JACKSON, MS 39215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| SHARON SIMPSON MCCLENDON3 | 4207 TURKEY CREEK RD PLANT CITY, FL 33567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| TODD BOOZER3 | 2900 CAHABA ROAD BIRMINGHAM, AL 35223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.00% |
| ROBBINS RESEARCH AND PLANNING INC3 | 731 AVIGNON DR RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| J MICHAEL NORRIS INC3 | 731 AVIGNON DR RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CAROLYN GROVER3 | 206 FOX CHAPEL DR IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| BENEFIT CONSULTANTS INC3 | 54018 VESTIVIA LAKE DRIVE BIRMINGHAM, AL 35216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ASHLEY WIMBERLEY SKELTON3 | 1300 MAGNOLIA CURVE MONTGOMERY, AL 36106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| NORMAC SOLUTIONS INC3 | 3730 EVEREST DR MONTGOMERY, AL 36106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| KEN D CUPIT3 | P.O. BOX 138 LIBERTY, MS 39645 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| THOMAS A TURNER IV INSURANCE LLC3 | 909 BAY RIDGE DR. JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| HOLLINGSWORTH BENEFITS SOLUTIONS3 | 2 WIGEON RAYMOND, MS 39154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CONSTANCE R WALKER3 | 2361 HIGHWAY 49 SOUTH FLORENCE, MS 39073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| RYAN BEHM3 | 1011 N 192ND CT ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| PJ SKELTON LLC3 | 19 BUNGALOW COURT PIKE ROAD, AL 36064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY LLC | SIX CONCOURSE PARKWAY SUITE 2750 ATLANTA, GA 30328 | NATIONAL VISION ADMINISTRATORS, L.L.C. | $3K | — | $3K | 5.00% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY LLC | SIX CONCOURSE PARKWAY ATLANTA, GA 30328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 10.81% |
| LESLIE BUSSEY3 | P.O. BOX 2787 ACWORTH, GA 30102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 5.21% |
| SANTE CONCEPTS INC3 | 94 BARTLETT WAY DALLAS, GA 30157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 5.10% |
| CAROLE H WARREN3 | 2716 HANOVER CIRCLE BIRMINGHAM, AL 35205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $356 | $1K | 4.98% |
| IRONWOOD BENEFITS ADVISORY SERVICES3 Filed as: IRONWOOD BENEFIT ADVISORY | 4401 NORTHSIDE PKWY ATLANTA, GA 30327 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 4.46% |
| R J K & ASSOCIATES INC3 | 1800 PEACHTREE STREET NW ATLANTA, GA 30309 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $266 | $255 | $521 | 1.89% |
| ROBERT H STONE SR3 | 3604 COVENTRY CIRCLE VESTAVIA HILLS, AL 35243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $193 | $62 | $255 | 0.93% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $208 | $22 | $230 | 0.84% |
| COLONIAL LIFE BROKERAGE LLC3 | 12010 BROOKFIELD CLUB RD ROSWELL, GA 30075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $104 | $166 | 0.60% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $88 | $132 | 0.48% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $33 | $83 | 0.30% |
| KID INSURANCE BENEFITS INC3 | 9085 BETHEL RD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $2 | $62 | 0.23% |
| EOB CONSULTING LLC3 | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | — | $52 | 0.19% |
| ALEXANDER OTTONIEL CANAS3 | 26123 BOUQUET CANYON RD SANTA CLARITA, CA 91350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.11% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $4 | $12 | 0.04% |
| BROKSTAR LLC3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON LANE HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| BURTON M HERRING JR3 | 1135 ARLINGTON DRIVE BIRMINGHAM, AL 35224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.01% |
| TODD BOOZER3 | 2900 CAHABA ROAD BIRMINGHAM, AL 35223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | 3500 LENOX RD STE 1600 ATLANTA, GA 30326 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | — | $91 | 3.98% |
| SANTE CONCEPTS INC3 | 94 BARTLETT WAY DALLAS, GA 30157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 1.27% |
| LAURIE J BURNS3 | 15 CEDARS EDGE CT BLUFFON, SC 29910 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 1.18% |
| LESLIE BUSSEY3 | P.O. BOX 2787 ACWORTH, GA 30102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.79% |
| CAROLE H WARREN3 | 2716 HANOVER CIRCLE BIRMINGHAM, AL 35205 | THE PAUL REVERE LIFE INSURANCE COMPANY | $42 | $74 | $116 | 41.73% |
| SANTE CONCEPTS INC3 | 94 BARTLETT WAY DALLAS, GA 30157 | THE PAUL REVERE LIFE INSURANCE COMPANY | $12 | — | $12 | 4.32% |
| ROBERT H STONE SR3 | 3604 COVENTRY CIRCLE VESTAVIA HILLS, AL 35243 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | — | $6 | 2.16% |
| R J K & ASSOCIATES INC3 | 1800 PEACHTREE STREET NW ATLANTA, GA 30309 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 1.08% |
| COLONIAL LIFE BROKERAGE LLC3 | 12010 BROOKFIELD CLUB RD ROSWELL, GA 30075 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 1.08% |
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 | 844 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 848 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | NATIONAL VISION ADMINISTRATORS, L.L.C. | 404 | $55K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 844 | $383K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 844 | $383K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 844 | $383K |
| Stop-loss / reinsurancereinsurance | LIBERTY INSURANCE UNDERWRITERS INC. | 458 | $382K |
| Other(5 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 844 | $641K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 844 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.