| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST 6TH FL SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | — | $423 | $423 | 0.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 6550 ROCK SPRING DR STE 610 BETHESDA, MD 20817 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $130 | $7K | 22.23% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD COLUMBIA, MD 21045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $3K | $6K | 18.83% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $996 | $1K | $2K | 7.29% |
| COLLEEN A VOGAN3 | 2018 COBBLESTONE CT ELLICOTT CITY, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $92 | $1K | 4.20% |
| EMLYN MARSTELLER IV3 | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $851 | $93 | $944 | 3.16% |
| PAMELA GREGG3 | 15001 SAINT THOMAS CHURCH RD UPPER MARLBORO, MD 20772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $746 | — | $746 | 2.50% |
| MARIA VERONICA JARQUE3 | 4525 GEORGIA ST SAN DIEGO, CA 92116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $406 | $152 | $558 | 1.87% |
| ERNESTO MCKENZIE JR3 | 8293 WB AND A RD SEVERN, MD 21144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $300 | — | $300 | 1.00% |
| DEIRDRE B HOEHN3 | 30885 FRESH PND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $177 | $14 | $191 | 0.64% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $164 | $20 | $184 | 0.62% |
| GREG W WOOLLEY3 | 15492 CLIFFVIEW DR MONTCLAIR, VA 22026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $32 | $98 | 0.33% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $11 | $76 | 0.25% |
| DONNA ROSS SMITH3 | 2632 JUDES FERRY RD POWHATAN, VA 23139 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.10% |
| KIMBERLY FERGUSON3 Filed as: KIMBERLY FURGUSON | 168 RIDGEWOOD DR OAKLAND, MD 21550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $2 | $13 | 0.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 6550 ROCK SPRING DR STE 610 BETHESDA, MD 20817 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $112 | $6K | 22.85% |
| MULLANEY ENTERPRISES LLC3 Filed as: MULLANEY ENTRPRISES LLC | 5501 TWIN KNOLLS RD COLUMBIA, MD 21045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 18.97% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $751 | $892 | $2K | 6.59% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $99 | $1K | 5.40% |
| MARIA VERONICA JARQUE3 | 4525 GEORGIA ST SAN DIEGO, CA 92116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $732 | $273 | $1K | 4.03% |
| EMLYN MARSTELLER IV3 | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $829 | $91 | $920 | 3.69% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | $16 | $148 | 0.59% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $19 | $124 | 0.50% |
| DONNA ROSS SMITH3 | 2632 JUDES FERRY RD POWHATAN, VA 23139 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $124 | — | $124 | 0.50% |
| KIMBERLY FERGUSON3 | 168 RIDGEWOOD DR OAKLAND, MD 21550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $11 | $97 | 0.39% |
| GREG W WOOLLEY3 | 15492 CLIFFVIEW DR MONTCLAIR, VA 22026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $24 | $73 | 0.29% |
| SANDRA SIMS3 | 13750 W COLONIAL DR STE 350 WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.08% |
| WILLIAM RENNARD3 | 3001 ALOMA AVE. WINTER PARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.02% |
| NORWOOD BENEFIT SERVICES INC3 | 6478 LONG BREEZE RD ORLANDO, FL 32810 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | THE PAUL REVERE LIFE INSURANCE COMPANY | $8 | $1 | $9 | 20.00% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD COLUMBIA, MD 21045 | THE PAUL REVERE LIFE INSURANCE COMPANY | $7 | $1 | $8 | 17.78% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | 4.44% |
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 | 196 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 196 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 267 | $2.1M |
| Dental | AETNA LIFE INSURANCE COMPANY | 267 | $2.1M |
| Vision | AETNA LIFE INSURANCE COMPANY | 267 | $2.1M |
| Life insurance(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 196 | $99K |
| Short-term disability(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 36 | $55K |
| Other(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 196 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 267 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.