| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 1787 SENTRY PARKWAY W-STE 300 BLUE BELL, PA 19422 | UNITEDHEALTHCARE INSURANCE COMPANY | $18K | — | $18K | 4.74% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 312 ELM STREET-FL 24 CINCINNATI, OH 45202 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $7K | $7K | 1.93% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61007 VIRGINIA BEACH, VA 23466 | VISION SERVICE PLAN | $2K | — | $2K | 3.69% |
| USI INSURANCE SERVICES LLC3 | 1787 SENTRY PARKWAY WEST, STE 300 BLUE BELL, PA 19422 | VISION SERVICE PLAN | $113 | — | $113 | 0.19% |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM A. GRAHAM COMPANY | ONE PENN SQUARE WEST PHILADELPHIA, PA 19102 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.81% |
| MERRIDITH STANTON3 | 456 LAKE COMO DRIVE POMONA PARK, FL 32181 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $558 | — | $558 | 1.23% |
| JULIA GEORGE3 | 123 WINCHESTER ROAD MERION STATION, PA 19066 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $514 | — | $514 | 1.13% |
| ROTH VOLUNTARY BENEFIT SERVICES INC3 Filed as: ROTH VOLUNTARY BENEFIT SERVICES, IN | 9 DEARBORN LANE BEAR, DE 19701 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $243 | $16 | $259 | 0.57% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LANE SAN BERNARDINO, CA 92410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $166 | — | $166 | 0.37% |
| TIMOTHY J REED3 Filed as: TIMOTHY J. REED | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $100 | — | $100 | 0.22% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 1007 NORTH ORAGNGE STREET WILMINGTON, DE 19801 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $93 | — | $93 | 0.20% |
| ERIC ALEXANDER NOVOA3 | 17871 SHADY VIEW DRIVE CHINO HILLS, CA 91709 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $74 | — | $74 | 0.16% |
| O'NEILL VOLUNTARY BENEFIT SERVICES3 | 5626 KIRKWOOD HIGHWAY WILMINGTON, DE 19808 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $58 | $13 | $71 | 0.16% |
| MARK E. LEVEQUE3 | 4413 HENICAN PLACE METAIRIE, LA 70003 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 0.13% |
| STEVIE KIRCHER3 | 22221 STRUWIN ROAD BATTLE CREEK, MI 49017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.12% |
| MICHELE MOHR PARADISE3 | 4525 WADE DRIVE METAIRIE, LA 70003 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.05% |
| JCASTELLANOS AND ASSOCIATES INC3 Filed as: JCASTELLANOS AND ASSOCIATES INC. | 7441 FIGURA DRIVE JUSTICE, IL 60458 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.04% |
| CAROLE J CASELLA3 Filed as: CAROLE J. CASELLA | 106 WATERVIEW DRIVE PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.04% |
| DOUGLAS LOYAL NERDAHL3 | 4808 NW 77TH STREET OKLAHOMA CITY, OK 73132 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.02% |
| ROBERT ANTHONY MARTIN3 | PO BOX 1516 FLORENCE, KY 41022 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| BRAD BIEL3 Filed as: BRAD LEE MUNDY | 108 BALMORE LANE WILMINGTON, DE 19808 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| LEITZ INSURANCE AGENCY LLC3 | 10 TRADITION CIRCLE EGG HARBOR TWP, NJ 08234 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $2 | $3 | 0.01% |
| MOHR BENEFITS LLC3 Filed as: MOHR BENEFITS, LLC | 248 HESPER AVE. METAIRIE, LA 70005 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CONSUMER DRIVEN BENEFITS LLC3 | 1301 DOVE STREET NEWPORT BEACH, CA 92660 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| STALTARE BENEFITS INC3 Filed as: STALTARE BENEFITS INC. | 2791 LAWRENCE MILL RUN MARIETTA, GA 30068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
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 | 1,487 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,513 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 179 | $1.7M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 1,214 | $378K |
| Vision | VISION SERVICE PLAN | 601 | $60K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 1,214 | $378K |
| Short-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 1,214 | $378K |
| Long-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 1,214 | $378K |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 179 | $1.7M |
| Other(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,214 | $423K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,214 | — |
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."
No prospect flags tripped on this filing.