| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GRINDELL & ROMERO INSURANCE INC3 | PO BOX 1929 LAS CRUCES, NM 88004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $202K | — | $202K | 11.59% |
| D&I INTERNATIONAL PARTNERS INC3 | 449 EL CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23K | $18K | $41K | 2.36% |
| VANESSA CARRASCO3 | 1516 JIM COLBERT LANE EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32K | $7K | $39K | 2.24% |
| MICHAEL HERNANDEZ3 | 3604 ALHAMBRA LN EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21K | $3K | $23K | 1.35% |
| JUAN JOSE MACIAS3 | 457 LAS POLOMAS EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $394 | $7K | 0.38% |
| ANGELA RENEE HERNANDEZ3 | 12613 PASCO RAE AVENUE EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $680 | $6K | 0.36% |
| EDGAR IVAN MUNOZ LUNA3 | 7313 KIOWA CREEK EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $292 | $2K | 0.11% |
| SEAMAN ENTERPRISES INC3 | 924 LAS AVES PL EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.10% |
| RAUL ALVAREZ3 | 12420 JON EVANS DR EL PASO, TX 79938 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.09% |
| DANIEL ROJAS3 | 6680 CABANA DEL SOL EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $676 | $830 | $2K | 0.09% |
| ROSE VILLALON PASQUEL3 | 552 E CARSON ST 104-412 CARSON, CA 90745 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $55 | $1K | 0.09% |
| CHARLES NICHOLAS MUIRURI3 | 522 VENETO IRVINE, CA 92614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $635 | $259 | $894 | 0.05% |
| LORENA DEL GONZALEZ3 | 368 SHADOW MOUNTAIN DR EL PASP, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $892 | — | $892 | 0.05% |
| KPW INC3 | 2888 S VISTA LN YUMA, AZ 85364 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | $606 | $793 | 0.05% |
| ANDRES LOPEZ3 | 11713 SIERRA MORENA CIRCLE EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $598 | $42 | $640 | 0.04% |
| MONICA GABRIELA SERVIN3 | 6749 ISLA DEL REY EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $237 | $61 | $298 | 0.02% |
| ELISABETH CHESHIRE CHAVEZ3 | 6380 FRANKLIN GATE DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $283 | $8 | $291 | 0.02% |
| ZACHARY HUNYADI ALICEA3 | 7990 ARTCRAFT RD APT 17 EL PASO, TX 79932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $247 | $6 | $253 | 0.01% |
| MARIA RUBY QUINTANA3 | 112 N TOLAND AVE WEST COVINA, CA 91790 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $208 | — | $208 | 0.01% |
| ANTONIA DAVILA3 Filed as: ANTONIA MARIA HOLDEN | 8932 CREEKFORD DR LAKESIDE, CA 92040 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | $27 | $186 | 0.01% |
| JAMES A SHARP3 | 1021 TULIP BLOSSOM DRIVE HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $169 | $3 | $172 | 0.01% |
| MANUEL GERARDO ARAIZA3 | 7016 GRANERO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | — | $135 | 0.01% |
| LAMBERT MONTALBO3 | 26197 MIRADA ST HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $3 | $128 | 0.01% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LANE SAN BERNARDINO, CA 92410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | $9 | $115 | 0.01% |
| GROUP SUPPLEMENTAL BENEFITS INC3 | 1003 E COOLEY DR STE 211 COLTON, CA 92324 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $47 | $93 | 0.01% |
| JON MALMBORG3 Filed as: JON CURTIS RICHERT | 35925 LEAH LN YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $34 | $80 | 0.00% |
| WILLIAM ANDREW MENARD3 | 1501 N UNIVERSITY AVE LITTLE ROCK, AR 72207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | — | $75 | 0.00% |
| MORGAN LEANDRA VILLARREAL3 | 2021 BLUFF CREEK ST APT 801 EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.00% |
| JORGE DUENAS3 | 6840 CACTUS THRUSH DR EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $13 | $42 | 0.00% |
| BENEFIT ENROLLMENT SERVICES INC3 | 210 CARDEN AVENUE NASHVILLE, TN 37205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $17 | $40 | 0.00% |
| IRMA PENA3 | 7220 ROCIO DR LAREDO, TX 78041 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.00% |
| SUSAN GOLD STOKES3 | 17042 PINEHURST LN D HUNTINGTON BEACH, CA 92647 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.00% |
| SUSIE A ESTRADA3 | 25742 PARK AVENUE SAN JUAN CAPISTRANO, CA 92675 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $2 | $16 | 0.00% |
| MARIA GRACIELA PAMANES3 | 7505 EAGLE VISTA DR EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $6 | $14 | 0.00% |
| LVI BENEFITS SERVICES LLC3 | 2985 SURREY RIDGE ROAD CLARKSVILLE, TN 37043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DRIVE KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | 9811 KATY FREEWAY HOUSTON, TX 77024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $2 | $9 | 0.00% |
| VICTOR ROBERT ROLLO3 | PO BOX 879 CARLSBAD, CA 92018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| JENNIFER GRIGGS3 | 101 JULIE LANE BRINKLEY, AR 72021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| BEATRIZ P MENDEZ3 Filed as: BEATRIZ MENDEZ | 707 ST JAMES DR LAREDO, TX 78041 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| RON ROSENSTEIN3 | 3711 N STANTON ST EL PASO, TX 79902 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| MERKI BENEFITS ADMINISTRATION LLC3 Filed as: MERKI BEFEFITS ADMINISTRATION LLC | 326 VILLA CANTO ST EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $3 | $4 | 0.00% |
| JACQUELINE PAPKE GONZALEZ3 | 5552 FERNWOOD CIR EL PASO, TX 79932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CECILIA MARTINEZ MACKAY3 | 9716 EASTRIDGE DR EL PASO, TX 79925 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| OSCAR CALANCHE3 | 12328 JOE GOMEZ AVE EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MICHAEL ROBERT HILL3 | 6340 FRANKLIN TRAIL DRIVE EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| G ZUBIA ENTERPRISES INC3 | 2417 MONTANA AVE EL PASO, TX 79903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| NICHOLAS MOOR WEISSFELD3 Filed as: NICHOLAS MOOR WEISSFIELD | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MARK J MATSOCK3 Filed as: MARK MASTOCK | 5110 N 40TH ST STE 242 PHOENIX, AZ 850182151 | KAISER FOUNDATION HEALTH PLAN, INC | $35K | — | $35K | 4.23% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD AND BROWN INSURANCE ADMINISTOR | 721 S PARKER ST STE 200 ORANGE, CA 928684772 | KAISER FOUNDATION HEALTH PLAN, INC | $7K | — | $7K | 0.85% |
| MARK J MATSOCK3 | 2400 E AZ BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | METROPOLITAN LIFE INSURANCE COMPANY | $69K | — | $69K | 10.73% |
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 | 3,897 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,897 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC | 181 | $837K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,218 | $642K |
| Vision | VISION SERVICE PLAN | 950 | $131K |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 3,292 | $1.7M |
| Long-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 3,292 | $1.7M |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 3,292 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,292 | — |
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.