| 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 | — | $83K | $83K | 2.58% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ASHTON BENEFITS | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $44K | $4K | $48K | 10.14% |
| 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 | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 1.73% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26K | $67K | $94K | 49.40% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50K | $7K | $57K | 29.95% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $21K | $33K | 17.39% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | $1K | $1K | 0.61% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $5 | $8 | 0.00% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $4 | $7 | 0.00% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| BRIAN JULIAN HAIR3 | 11 FALBROOK COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| 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 | $3K | $3K | $6K | 6.00% |
| 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 | $4K | $3K | $6K | 6.82% |
| 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 | $2K | $6K | 9.36% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $13K | $18K | 41.09% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $2K | $14K | 30.69% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $5K | $8K | 18.28% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | $2K | $3K | 5.91% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $14 | $24 | 0.05% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $1 | $14 | 0.03% |
| BRIAN JULIAN HAIR3 | 11 FALBROOK COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.03% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| 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 | $2K | $400 | $2K | 12.47% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | — | $1K | 22.13% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | THE PAUL REVERE LIFE INSURANCE COMPANY | $883 | — | $883 | 14.60% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $302 | $31 | $333 | 5.51% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $464 | $1K | $2K | 45.33% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $857 | $112 | $969 | 26.83% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $222 | $383 | $605 | 16.75% |
| THOMAS A SCHWEIKER4 | P.O. BOX 4471 ARLINGTON, VA 22204 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $338 | — | $338 | 10.51% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | THE PAUL REVERE LIFE INSURANCE COMPANY | $198 | — | $198 | 28.57% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | THE PAUL REVERE LIFE INSURANCE COMPANY | $132 | — | $132 | 19.05% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $40 | $4 | $44 | 6.35% |
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 | 5,520 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,520 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 306 | $3.2M |
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 728 | $262K |
| Vision(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,467 | $469K |
| Life insurance(8 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 5,786 | $834K |
| Short-term disability(6 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 807 | $464K |
| Long-term disability(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 807 | $566K |
| Other(8 contracts, 5 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 5,786 | $821K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,786 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.