| 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 | $4K | $516 | $5K | 10.44% |
| MULLANEY ENTERPRISES LLC3 Filed as: MULLANEY ENTRPRISES LLC | 5501 TWIN KNOLLS RD STE 106 COLUMBIA, MD 21045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $505 | $2K | 4.85% |
| MARC MAURICIO MORROW3 | 3431 RAYFORD RD STE 200 SPRING, TX 77386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $688 | $76 | $764 | 1.70% |
| MARCEY STEESE3 | 247 STEFAN DR. APT 13 CHARLESTON, SC 29412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $344 | $171 | $515 | 1.15% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $441 | $39 | $480 | 1.07% |
| INSPIRED INC3 Filed as: INSPIRED, INC. | 50 LAGOSHEN DR MOSCOW, TN 38057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 0.18% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | — | $76 | 0.17% |
| EMLYN MARSTELLER IV3 | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | — | $49 | 0.11% |
| MARY DAUGHERTY3 | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $1 | $48 | 0.11% |
| MARIA VERONICA JARQUE3 | 542 HOSMER ST. EL CAJON, CA 92020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.05% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.04% |
| BROOKE HARMON3 Filed as: BROOKE HARMON & ASSOCIATES, LLC | 70 HENRY LIVINGSTON RD. POMARIA, SC 29126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| JOSHUA JAMES HAYES3 | 4540 LEE PIKE SODDY DAISY, TN 37379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| RYAN JAMES VETAK3 | 2710 DOUBLE TREE WAY SPRING HILL, TN 37174 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON RD HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 7900 WESTPARK DR. STE T220 MCLEAN, VA 22102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $352 | $3K | 8.03% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD COLUMBIA, MD 21045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $413 | $2K | 4.77% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $555 | $41 | $596 | 1.49% |
| MARCEY STEESE3 | 247 STEFAN DR. APT 13 CHARLESTON, SC 29412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196 | $137 | $333 | 0.83% |
| MARC MAURICIO MORROW3 | 3431 RAYFORD RD. STE 200 SPRING, TX 77386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $222 | $33 | $255 | 0.64% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $146 | — | $146 | 0.36% |
| EMLYN MARSTELLER IV3 | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | — | $115 | 0.29% |
| INSPIRED INC3 Filed as: INSPIRED, INC. | 50 LAGOSHEN DR. MOSCOW, TN 38057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | — | $107 | 0.27% |
| COLLEEN A VOGAN3 | 241 TWENG TRAIL LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.11% |
| DEIRDRE B HOEHN3 | 30885 FRESH PND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.10% |
| MARIA VERONICA JARQUE3 | 542 HOSMER ST. EL CAJON, CA 92020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.03% |
| BROOKE HARMON3 Filed as: BROOKE HARMON & ASSOCIATES, INC. | 70 HENRY LIVINGSTON RD. POMARIA, SC 29126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.03% |
| PAMELA GREGG3 | 15001 SAINT THOMAS CHURCH RD UPPER MARLBORO, MD 20772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON LN. HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 7900 WESTPARK DR. STE T220 MCLEAN, VA 22102 | HARTFORD LIFE AND ACCIDENT | $3K | — | $3K | 9.83% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES HOUSTON | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | HARTFORD LIFE AND ACCIDENT | — | $571 | $571 | 2.05% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD STE 106 COLUMBIA, MD 21045 | THE PAUL REVERE LIFE INSURANCE COMPANY | $49 | — | $49 | 3.33% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BOCA RATON, FL 33434 | THE PAUL REVERE LIFE INSURANCE COMPANY | $20 | $1 | $21 | 1.43% |
| ALLIANT INSURANCE SERVICES, INC.3 | 7900 WESTPARK DR. STE T220 MCLEAN, VA 22102 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | — | $11 | 0.75% |
| MARCEY STEESE3 | 247 STEFAN DR. APT 13 CHARLESTON, SC 29412 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.41% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.34% |
| INSPIRED INC3 Filed as: INSPIRED, INC. | 50 LAGOSHEN DR. MOSCOW, TN 38057 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.34% |
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 | 147 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 147 | $114K |
| Short-term disability(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 42 | $86K |
| Other(4 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 147 | $114K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
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.