| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 7900 WESTPARK DR. STE T220 MCLEAN, VA 22102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $3K | $9K | 16.58% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD COLUMBIA, MD 21045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 7.85% |
| MARC MAURICIO MORROW3 | 3431 RAYFORD RD SPRING, TX 77386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $152 | $2K | 3.04% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $949 | $116 | $1K | 1.99% |
| MARCEY STEESE3 | 247 STEFAN DR.D APT 13 CHARLESTON, SC 29412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $508 | $343 | $851 | 1.59% |
| INSPRIED, INC.3 | 50 LAGOSHEN DR MOSCOW, TN 38057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $176 | $20 | $196 | 0.37% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | — | $183 | 0.34% |
| EMLYN MARSTELLER IV3 | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | — | $140 | 0.26% |
| ERNESTO MCKENZIE JR3 | 8293 WB AND A RD SEVERN, MD 21144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.15% |
| BROOKE HARMON3 | 70 HENRY LIVINGSTON RD. POMARIA, SC 29126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $18 | $73 | 0.14% |
| COLLEEN A VOGAN3 | 2018 COBBLESTONE CT ELLICOTT CITY, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.10% |
| DEIRDRE B HOEHN3 | 30885 FRESH PND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.09% |
| MARIA VERONICA JARQUE3 | 4525 GEORGIA ST SAN DIEGO, CA 92116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.05% |
| BROOKE HARMON3 Filed as: BROOKE HARMON & ASSOC. LLC | 70 HENRY LIVINGSTON RD. POMARIA, SC 29126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $5 | $25 | 0.05% |
| PAMELA GREGG3 | 15001 SAINT THOMAS CHURCH RD UPPER MARLBORO, MD 20772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.03% |
| MPART BENEFITS INC1 Filed as: MPART BENEFITS INC. | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $5 | $9 | 0.02% |
| AMANDA K BERRY3 Filed as: AMANDA BERRY | 212 LAKESHIRE DR LEXINGTON, SC 29073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON LN HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| 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 | $3K | $9K | 20.77% |
| MULLANEY ENTERPRISES LLC3 Filed as: MULLANEY ENTRPRISES LLC | 5501 TWIN KNOLLS RD COLUMBIA, MD 21045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 8.52% |
| MARC MAURICIO MORROW3 | 3431 RAYFORD RD SPRING, TX 77386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $178 | $2K | 4.46% |
| MARCEY STEESE3 | 247 STEFAN DR. APT 13 CHARLESTON, SC 29412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $587 | $396 | $983 | 2.23% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $637 | $88 | $725 | 1.64% |
| INSPIRED INC3 Filed as: INSPIRED, INC. | 50 LAGOSHEN DR MOSCOW, TN 38057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $138 | $8 | $146 | 0.33% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | — | $90 | 0.20% |
| EMLYN MARSTELLER IV3 | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | — | $57 | 0.13% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON RD HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.06% |
| BROOKE HARMON3 | 70 HENRY LIVINGSTON RD. POMARIA, SC 29126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $5 | $21 | 0.05% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.05% |
| MPART BENEFITS INC3 Filed as: MPART BENEFITS INC. | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $8 | $15 | 0.03% |
| HILARY RADOLEC3 Filed as: HILARY BISSETT RADOLEC | 165 CROSSBOW LN GAITHERSBURG, MD 20878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| JOSHUA JAMES HAYES1 | 4540 LEE PIKE SODDY DAISY, TN 37379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $7 | $8 | 0.02% |
| COLLEEN A VOGAN3 Filed as: COLLEEN VOGAN | 5018 COBBLE STONE CT. ELLICOT CITY, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.02% |
| BROOKE HARMON3 Filed as: BROOKE HARMON & ASSOCIATES LLC | 70 HENRY LIVINGSTON RD POMARIA, SC 29126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $1 | $7 | 0.02% |
| RYAN JAMES VETACK3 | 2710 DOUBLE TREE WAY SPRING HILL, TN 37174 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | $7 | $7 | 0.02% |
| MARY DAUGHERTY3 | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.01% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.01% |
| GUSTAVO TODE3 Filed as: GUSTAVO TODDE | 20607 DUCK POND PL GERMANTOWN, MD 20874 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| PAMELA GREGG3 | 15001 ST. THOMAS CHURCH RD. UPPER MARLBORO, MD 20770 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| PEACOCK FINANCIALS INC3 Filed as: PEACOCK FINANCIALS INC. | 11830 NW 32ND MNR SUNRISE, FL 33323 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $2 | $3 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 7900 WESTPARK DR. STE T220 MCLEAN, VA 22102 | HARTFORD LIFE AND ACCIDENT | $3K | — | $3K | 10.83% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | HARTFORD LIFE AND ACCIDENT | — | $654 | $654 | 2.08% |
| ALLIANT INSURANCE SERVICES, INC.3 | 7900 WESTPARK DR. STE T220 MCLEAN, VA 22102 | THE PAUL REVERE LIFE INSURANCE COMPANY | $129 | — | $129 | 8.75% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD STE 106 COLUMBIA, MD 21045 | THE PAUL REVERE LIFE INSURANCE COMPANY | $81 | $20 | $101 | 6.85% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | THE PAUL REVERE LIFE INSURANCE COMPANY | $88 | $12 | $100 | 6.78% |
| MARCEY STEESE3 | 247 STEFAN DR. APT 13 CHARLESTON, SC 29412 | THE PAUL REVERE LIFE INSURANCE COMPANY | $18 | — | $18 | 1.22% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.41% |
| INSPIRED INC3 Filed as: INSPIRED, INC. | 50 LAGOSHEN DR. MOSCOW, TN 38057 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 7900 WESTPARK DR STE T220 MCLEAN, VA 22101 | THE PAUL REVERE LIFE INSURANCE COMPANY | $19 | — | $19 | 13.77% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | $2 | $13 | 9.42% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD COLUMBIA, MD 21045 | THE PAUL REVERE LIFE INSURANCE COMPANY | $8 | $3 | $11 | 7.97% |
| BROOKE HARMON3 | 700 HENRY LIVINGSTON RD. POMARIA, SC 29126 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | 1.45% |
| INSPIRED INC3 Filed as: INSPIRED, INC. | 50 LAGOSHEN DR MOSCOW, TN 38057 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.72% |
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 | 165 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 165 | $130K |
| Short-term disability(4 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 44 | $99K |
| Other(5 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 165 | $131K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 165 | — |
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.