| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 710 JOHNNIE DODDS BOULEVARD MOUNT PLEASANT, SC 29464 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $155 | $8K | 9.09% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $3K | $8K | 8.27% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $643 | $290 | $933 | 1.01% |
| THE CLARK GROUP OF SC3 | 589 WINDMERE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $910 | $3 | $913 | 0.99% |
| MICHELLE RENE WALKER3 | 25 DOVECREEK CIRCLE COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $749 | $28 | $777 | 0.84% |
| LAURA MCCLUNG PLYLER3 | 547 BIMINI TWIST CIRCLE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $720 | $5 | $725 | 0.79% |
| MARTIN PHILLIP OCONNOR3 | 316 LIMESTONE ROAD CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $543 | — | $543 | 0.59% |
| PAMELA E JONES3 | 55 SHORELINE DRIVE COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $404 | — | $404 | 0.44% |
| MARY-JOYCE LICATA3 Filed as: MARY J YARNELL | 170 EAST HAMILTON LANE BATTLE CREEK, MI 49015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $262 | — | $262 | 0.28% |
| ALEXANDER OTTONIEL CANAS3 | 26123 BOUQUET CANYON ROAD SANTA CLARITA, CA 91350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $230 | — | $230 | 0.25% |
| NATIONAL ENROLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $217 | — | $217 | 0.24% |
| ERIN WIGGINS3 | 206 TELFAIR WAY CHARLESTON, SC 29412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $157 | $54 | $211 | 0.23% |
| CAROLINA REGIONAL INSURANCE3 | PO BOX 8808 COLUMBIA, SC 29202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | — | $160 | 0.17% |
| ROMEO TYRONE GAINEY3 | 1343 PARLIAMENT LAKE DRIVE COLUMBIA, SC 29223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $66 | $156 | 0.17% |
| JESSIE R CAPLEY3 | 1716 STILLWATER DRIVE COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 0.17% |
| TRAN B HUYEN-KEODARA3 | 115 BENDING OAK COURT LEXINGTON, SC 29073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $148 | — | $148 | 0.16% |
| KAY BARNES CRAPPS3 | 147 STERLING LAKE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | — | $136 | 0.15% |
| PATRICIA BLANCO ESPARZA3 Filed as: PATRICIA BIANCO ESPARZA | 4309 BRADLEY LANE ARLINGTON, TX 76017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | — | $126 | 0.14% |
| CAROLYN GROVER3 | 206 FOX CHAPEL DRIVE IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | — | $102 | 0.11% |
| EDWIN DURANT SPRADLEY3 | 302 CHESTNUT STREET ST MATTHEWS, SC 29135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.08% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $24 | $73 | 0.08% |
| WORTHAM SAN ANTONIO INC3 Filed as: SHARON WORTHAM BORDEN | 116 MAGNOLIA KEY DRIVE CHAPIN, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $2 | $68 | 0.07% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $18 | $37 | 0.04% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $10 | $34 | 0.04% |
| MARIE REDDERSON3 | 7 MALLARD COURT GREENVILLE, SC 29617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.03% |
| JAMES BARTLETT LLC3 | 3138 GREENRIDGE DRIVE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $6 | $21 | 0.02% |
| SANDUSKY INC3 | PO BOX 1470 LEXINGTON, SC 29071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| CHRISTINA ANN FUNDERBUNK3 | 207 LOCKWOOD DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.01% |
| BRIAN JULIAN HAIR3 | 11 FALBROOK COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $3 | $8 | 0.01% |
| VGM BENEFIT ENROLLMENTS LLC3 | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| CRAIG WAYNE SOTTILE3 | 408 CEDAR PINES DRIVE GREENVILLE, SC 29615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BRYCE WILLIAM SMITH3 Filed as: BRYCE WILIAM SMITH | 6109 ANSLEY FALLS DRIVE CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH ROAD CHARLOTTE, NC 28211 | DELTA DENTAL OF MISSOURI | $8K | $196 | $8K | 10.31% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SOUTHEAST | 1901 ROXBOROUGH ROAD SUITE 300 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $6K | $10K | 21.11% |
| NFP INSURANCE SERVICES INC3 | 1250 SOUTH CAPITAL OF TEXAS HIGHWAY SUITE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $478 | $478 | 1.02% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SOUTHEAST | 1901 ROXBOROUGH ROAD SUITE 300 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $4K | $8K | 21.00% |
| NFP INSURANCE SERVICES INC3 | 1250 SOUTH CAPITAL OF TEXAS HIGHWAY SUITE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $297 | $297 | 0.80% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SOUTHEAST | 1901 ROXBOROUGH ROAD SUITE 300 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $4K | $8K | 30.20% |
| NFP INSURANCE SERVICES INC3 | 1250 SOUTH CAPITAL OF TEXAS HIGHWAY SUITE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $261 | $261 | 0.94% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SOUTHEAST | 1901 ROXBOROUGH ROAD SUITE 300 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $745 | $3K | $4K | 51.34% |
| NFP INSURANCE SERVICES INC3 | 1250 SOUTH CAPITAL OF TEXAS HIGHWAY SUITE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $69 | $69 | 0.93% |
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 | 190 | 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) | 190 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF MISSOURI | 200 | $75K |
| Vision | PHYSICIANS EYECARE PLAN | 99 | $17K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 191 | $35K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 114 | $37K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 76 | $47K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 191 | $127K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 200 | — |
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.