| 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 | $119K | — | $119K | 2.76% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 1.60% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40K | $87K | $127K | 43.06% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60K | $22K | $81K | 27.58% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $14K | $26K | 8.68% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CLINTON DEWEY TOUCHTON3 | 2189 STADSKLEV RD MARIANNA, FL 32448 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| WILLIAM C WESTER3 | PO BOX 375 GRANDRIDGE, FL 32442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE | 770 KENMOOR AVE SE SUITE 300 GRAND RAPIDS, MI 49546 | BEAZLEY INSURANCE COMPANY INC | $17K | — | $17K | 9.00% |
| BRADLEY BOLICK3 Filed as: BRADLEY BIEL | 77 HAGGERTY DR WEST ORANGE, NJ 07052 | BEAZLEY INSURANCE COMPANY INC | $10K | — | $10K | 5.00% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST, UNIT 3 PHILADELPHIA, PA 19106 | BEAZLEY INSURANCE COMPANY INC | $8K | — | $8K | 4.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $3K | $8K | 5.60% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | $3K | $9K | 6.30% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR. URBANDALE, IA 50323 | SUN LIFE AND HEALTH INSURANCE COMPANY | $4K | — | $4K | 3.75% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | SUN LIFE AND HEALTH INSURANCE COMPANY | $3K | — | $3K | 2.73% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49546 | SUN LIFE AND HEALTH INSURANCE COMPANY | — | $425 | $425 | 0.37% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | $2K | $8K | 8.98% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $20K | $29K | 39.57% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $5K | $19K | 25.97% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $3K | $6K | 8.10% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $486 | $3K | 11.61% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $215 | $371 | $586 | 14.67% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $401 | $106 | $507 | 12.69% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | $86 | $180 | 4.51% |
| THOMAS A SCHWEIKER4 | 3831 E NISBET RD PHOENIX, AZ 85032 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $259 | — | $259 | 10.61% |
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 | 5,530 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,530 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 364 | $4.3M |
| Dental(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,680 | $317K |
| Vision(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,293 | $498K |
| Life insurance(5 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 440 | $540K |
| Short-term disability(4 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,817 | $327K |
| Long-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 437 | $383K |
| Other(6 contracts, 4 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 440 | $706K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,817 | — |
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.