| 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 | $120K | — | $120K | 2.56% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | SUN LIFE ASSURANCE COMPANY OF CANADA | $51K | — | $51K | 4.99% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | SUN LIFE ASSURANCE COMPANY OF CANADA | $21K | — | $21K | 2.04% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $3K | $3K | 0.30% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52K | $98K | $150K | 49.36% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74K | $36K | $110K | 36.19% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W STE 645 LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $15K | $28K | 9.32% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 1.62% |
| 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 | $9K | — | $9K | 5.00% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST, UNIT 3 PHILADELPHIA, PA 19106 | BEAZLEY INSURANCE COMPANY INC | $7K | — | $7K | 4.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $4K | $8K | 6.95% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $4K | $8K | 6.40% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | SUN LIFE AND HEALTH INSURANCE COMPANY | $12K | — | $12K | 12.42% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR. URBANDALE, IA 50323 | SUN LIFE AND HEALTH INSURANCE COMPANY | $5K | — | $5K | 5.14% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | SUN LIFE AND HEALTH INSURANCE COMPANY | — | $1K | $1K | 1.22% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $3K | $7K | 9.62% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $16K | $24K | 37.79% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $6K | $18K | 28.64% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $5K | 7.27% |
| SCOOTY INC3 | 9959 82ND STREET NORTH LARGO, FL 33777 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $1 | $42 | 0.07% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $18 | $41 | 0.06% |
| ROBERT CAMERON SNOW3 | 9132 VILLA PALMA LN PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $1 | $8 | 0.01% |
| BRIAN R CHOWNING3 | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $4 | $7 | 0.01% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.01% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $904 | $4K | 13.38% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $271 | $63 | $334 | 11.94% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $145 | $150 | $295 | 10.54% |
| SOTERIA PARTNERS LLC3 | 1050 WALL ST W LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $26 | $78 | 2.79% |
| THOMAS A SCHWEIKER4 | 3831 E NISBET RD PHOENIX, AZ 85032 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $195 | — | $195 | 8.98% |
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 | 5,160 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,160 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 338 | $4.7M |
| Dental(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,776 | $281K |
| Vision(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,294 | $462K |
| Life insurance(6 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,541 | $1.5M |
| Short-term disability(5 contracts, 4 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,541 | $1.3M |
| Long-term disability(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,541 | $1.4M |
| Other(7 contracts, 5 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,541 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,541 | — |
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.