| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE, LLC | PO BOX 1788 GRAND RAPIDS, MI 49501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19K | $457 | $19K | 14.17% |
| SOTERIA PARTNERS LLC3 Filed as: SOTERIA PARTNERS, LLC | 550 WEST 29TH STREET, APARTMENT 3A NEW YORK, NY 10001 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $872 | $2K | 1.49% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH STREET, APARTMENT 3 PHILADELPHIA, PA 19106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $964 | $169 | $1K | 0.83% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | UNKNOWN CRANSTON, RI 02920 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.79% |
| JASON HARTMAN3 Filed as: JASON C. SHAPIRO | 41 BRENTON STREET LITCHFIELD, NH 03052 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $51 | $0 | $51 | 0.04% |
| AIKEN ENTERPRISES LLC3 Filed as: AIKEN ENTERPRISES, LLC | 341 GILLIGAN ROAD HUDSON, NY 12534 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $45 | $0 | $45 | 0.03% |
| BRYLIN EMPLOYEE BENEFITS LLC3 Filed as: BRYLIN EMPLOYEE BENE., LLC & OTHERS | 37 PONDVIEW DRIVE ALLENTOWN, NJ 08501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $40 | $0 | $40 | 0.03% |
| GROUP BENEFITS LIMITED3 | 12006 RIDGEMONT DRIVE URBANDALE, IA 50323 | HARTFORD LIFE AND ACCIDENT | $0 | $15K | $15K | 12.74% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 1265 DRUMMERS LANE, SUITE 300 WAYNE, PA 19087 | HARTFORD LIFE AND ACCIDENT | $7K | $0 | $7K | 6.01% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 100 OTTAWA AVENUE SW GRAND RAPIDS, MI 49503 | HARTFORD LIFE AND ACCIDENT | $0 | $1K | $1K | 1.27% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 1265 DRUMMERS LANE, SUITE 300 WAYNE, PA 19087 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $2K | — | $2K | 8.04% |
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 | 345 | 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) | 345 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 274 | $22K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 263 | $252K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 263 | $252K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 263 | $116K |
| Other(3 contracts, 3 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 345 | $257K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 345 | — |
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.