| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 | 100 SUMMIT LAKE DRIVE, SUITE 200 VALHALLA, NY 10595 | HCC LIFE INSURANCE COMPANY | $16K | — | $16K | 9.99% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | 5465 LEGACY DRIVE, SUITE 650 PLANO, TX 75024 | HCC LIFE INSURANCE COMPANY | $16K | — | $16K | 9.99% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62689 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $2K | $16K | 11.97% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62939 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9 | $9 | 0.01% |
| USI INSURANCE SERVICES LLC3 | PO BOX 1350 TUSCALOOSA, AL 35403 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $34 | $1K | 4.17% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | NATIONAL ENROLLMENT PARTNERS CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $282 | $1K | 3.71% |
| TODD BOOZER3 | 2900 CAHABA ROAD, SUITE G5 MOUNTAIN BROOK, AL 35223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $253 | $0 | $253 | 0.73% |
| KELLIE LEANNE WELLS3 | 16281 SAVOY COURT FAIRHOPE, AL 36532 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | $0 | $162 | 0.47% |
| D'ARCIPRETE & ASSOCIATES INC3 Filed as: D ARCIPRETE & ASSOCIATES, INC. | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $157 | $4 | $161 | 0.46% |
| STEPHANIE ANN VINCENT3 | 15 ATLANTA COURT MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $152 | $0 | $152 | 0.44% |
| JENNIFER LYNN WIMBERLEY3 | PO BOX 14178 EAST DUBLIN, GA 31027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $0 | $68 | 0.20% |
| UNKNOWN3 | UNKNOWN GULF SHORES, AL 36542 | TELADOC HEALTH, INC. | $829 | $0 | $829 | 15.00% |
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 | 125 | 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) | 125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 171 | $1.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 334 | $136K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 334 | $136K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 334 | $136K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 38 | $35K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 334 | $136K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 171 | $1.1M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 334 | $176K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 334 | — |
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."
No prospect flags tripped on this filing.