| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $191K | $191K | 5.47% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ASHTON BENEFITS | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $42K | $3K | $45K | 9.90% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 1.49% |
| PROFESSIONAL GROUP MARKETING INC3 Filed as: PROFESSIONAL GROUP MARKETING | 50 BROADWAY HAWTHORNE, NY 10532 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $16K | $16K | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ASHTON BENEFITS | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 0.75% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3975 FAIR RIDGE DRIVE #110 NORTH BUILDING FAIRFAX, VA 22033 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $5K | $8K | 7.74% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3975 FAIR RIDGE DRIVE #110 NORTH BUILDING FAIRFAX, VA 22033 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $3K | $7K | 7.24% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3975 FAIR RIDGE DRIVE #110 NORTH BUILDING FAIRFAX, VA 22033 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $3K | $7K | 11.76% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18K | $366 | $19K | 36.35% |
| RYAN K GOLDBERG3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $9K | $14K | 26.17% |
| BRAD BIEL3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $8K | $13K | 24.93% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $898 | $4K | 7.71% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $199 | $9 | $208 | 0.40% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $7 | $16 | 0.03% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $7 | $14 | 0.03% |
| BRIAN JULIAN HAIR3 | 11 FALBROOK COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $2 | $10 | 0.02% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $5 | $6 | 0.01% |
| SOTERIA PARTNERS LLC3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.01% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| VGM BENEFIT ENROLLMENTS LLC3 | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC DBA ASHTON BENEFITS | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $168 | $3K | 12.37% |
| PROFESSIONAL GROUP MARKETING INC3 Filed as: PROFESSIONAL GROUP MARKETING | 50 BROADWAY HAWTHORNE, NY 10532 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $1K | $1K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3975 FAIR RIDGE DRIVE #110 NORTH BUILDING FAIRFAX, VA 22033 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $754 | $2K | 15.65% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $41 | $2K | 35.30% |
| BRAD BIEL3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $547 | $876 | $1K | 24.08% |
| RYAN K GOLDBERG3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $430 | $892 | $1K | 22.37% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $355 | $103 | $458 | 7.75% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | $6 | $141 | 2.39% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $7 | $14 | 0.24% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $4 | $13 | 0.22% |
| BRIAN JULIAN HAIR3 | 11 FALBROOK COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $3 | $12 | 0.20% |
| THOMAS A SCHWEIKER4 | P.O. BOX 4471 ARLINGTON, VA 22204 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $539 | — | $539 | 12.85% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $23 | $1K | 37.54% |
| BRAD BIEL3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $315 | $503 | $818 | 25.78% |
| RYAN K GOLDBERG3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $256 | $532 | $788 | 24.83% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $224 | $65 | $289 | 9.11% |
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 | 5,630 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,630 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 411 | $3.5M |
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 946 | $356K |
| Vision(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,375 | $540K |
| Life insurance(6 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 5,630 | $635K |
| Short-term disability(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 724 | $416K |
| Long-term disability(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 724 | $446K |
| Other(6 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 5,630 | $626K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,630 | — |
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.