| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SATS LLC3 Filed as: SATS LLC DBA PREFERRED SERVICES GRP | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | UNITEDHEALTHCARE INSURANCE COMPANY | $12K | $96K | $108K | 3.80% |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $1K | $10K | — |
| FRANK DAMBROSIO3 | 23 LONGVIEW DRIVE MAHOPAC, NY 10541 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $286 | $6K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $303 | $4K | — |
| JASON LOUIS KOSCO3 | 31 JESSE CT MONTVILLE, NJ 07045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | — |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $377 | $810 | $1K | — |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $416 | $152 | $568 | — |
| ROBERT W SABOL3 | 24 STEVENSON AVE CORTLAND MANOR, NY 10567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $377 | — | $377 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $270 | $10 | $280 | — |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $17 | $74 | — |
| RYAN NORGREN3 Filed as: RYAN CRAIG NORGREN | 1115 ASHLAND ROAD APT 103 COLUMBIA, MO 65201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | — |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | — | $64 | — |
| HOWARD DILEMA3 | 8 SPRUCE STREET NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $49 | $52 | — |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA BRIAN PATTEN | 102 PEPPERGRASS ROAD BADEN, PA 15005 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $34 | $50 | — |
| CORPORATE HEALTH MANAGEMENT LLC3 | 8 SPRUCE ST APT 75 B NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $23 | $27 | — |
| ROSEMARY MILLER3 | 30 ORCHARD STREET NORWALK, CT 06850 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $14 | $25 | — |
| KEVIN J DICKHERBER3 Filed as: KEVIN JOSEPH DICKHERBER | 2101 W BROADWAY SUITE 200 COLUMBIA, MO 65203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | — |
| WESLEY WILLIAMS DAVIS3 | 17759 WOODS DRIVE BOONVILLE, MO 65233 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | — |
| MICHAEL S CLISE3 Filed as: MICHAEL CLISE | PO BOX 228 EIGHTY FOUR, PA 15330 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | — |
| JOHANNES C BUBBERT3 | 170 JERVIS AVE COPIAGUE, NY 11726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | — |
| MATTHEW SEAN MCCLAY3 | 1086 MANSFIELD AVE INDIANA, PA 15701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | — |
| VICTORIA R SONNIE3 | 367 RICH HILL RD CHESWICK, PA 15024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | — |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | — |
| CHARLES ANTHONY HUMBERGER3 | 228 COOL SPRINGS RD WHITE OAK, PA 15131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $1K | $8K | — |
| KEVIN MURPHY3 Filed as: KEVIN BROOKS | 97 ROCKLAND LANE SPRING VALLEY, NY 10977 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $6K | — |
| JASON LOUIS KOSCO3 | 31 JESSE CT MONTVILLE, NJ 07045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $3K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $235 | $3K | — |
| CORNERSTONE BROKER INS SERVICES3 Filed as: CORNERSTONE INDEPENDENT BROKERAGE L | 341 OLD SHORT HILLS ROAD SHORT HILLS, NJ 07078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $287 | $142 | $429 | — |
| BENJAMIN L GALLO3 | 17 BRANT AVENUE CLARK, NJ 07066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $287 | $33 | $320 | — |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $1 | $61 | — |
| MCCAREY INC3 | 965 MESA DR CARAMILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $13 | $55 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | — |
| KAYNE LANAHAN3 | 8316 EPHRAIM RD AUSTIN, TX 78717 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | — |
| RYAN NORGREN3 Filed as: RYAN CRAIG NORGREN | 1115 ASHLAND ROAD APT 103 COLUMBIA, MO 65201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | — |
| MATTHEW SEAN MCCLAY3 | 1086 MANSFIELD RD INDIANA, PA 15701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | — |
| VICTORIA R SONNIE3 | 367 RICH HILL RD CHESWICK, PA 15024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $628 | $4K | — |
| KIMANI MATTHEW3 | 75 FARRELL AVE APT 2 MOUNT VERNON, NY 10553 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $649 | $3K | — |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $690 | $2K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $134 | $2K | — |
| JASON LOUIS KOSCO3 | 31 JESSE CT MONTVILLE, NJ 07045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $781 | $657 | $1K | — |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $309 | $665 | $974 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $817 | $45 | $862 | — |
| FRANK DAMBROSIO3 | 23 LONGVIEW DRIVE MAHOPAC, NY 10541 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $377 | $19 | $396 | — |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $282 | — | $282 | — |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA BRIAN PATTEN | 102 PEPPERGRASS RD BADEN, PA 15005 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $152 | $225 | — |
| MARIANNE E SULLIVAN3 Filed as: MARIANNE ELIZABETH SULLIVAN | 305 WATERFORD CT CRANBERRY TWP, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $174 | $36 | $210 | — |
| DAVID C POTTER3 | 235 ELIZABETH AVE EAST PITTSBURG, PA 15112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | — | $155 | — |
| PATRICK JOHN CALABRO3 | 2120 RIDGE DRIVE MARS, PA 16046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | — | $76 | — |
| HOWARD DILEMA3 | 8 SPRUCE ST NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $47 | $50 | — |
| KRISTEN NICOLE WILKINS3 | 287 DERRY RIDGE RD LIGONIER, PA 15658 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $1 | $46 | — |
| MCCAREY INC3 | 965 MESA DR CARAMILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $7 | $32 | — |
| ROBERT W SABOL3 | 24 STEVENSON AVE CORTLANDT MANOR, NY 10567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | — |
| CORPORATE HEALTH MANAGEMENT LLC3 | 8 SPRUCE STREET APT 75 B NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $21 | $25 | — |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | — |
| KARIN ANGELIS3 | 80 UNION POINT RD WEBSTER, MA 01570 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $1K | $8K | — |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | — |
| JASON LOUIS KOSCO3 | 31 JESSE CT MONTVILLE, NJ 07045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | — |
| ANZA & ANZA AND ASSOCIATES3 | 55 BANK ST WHITE PLAINS, NY 10606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $901 | $3K | $4K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $250 | $3K | — |
| LIG BENEFITS LLC3 | 4302 DARBROOK RD LOUISVILLE, KY 40207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $353 | $3K | — |
| DIANE MARIE JARBOE3 | 3013 APACHE DRIVE JEFFERSONVILLE, IN 47130 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $194 | $2K | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $122 | $2K | — |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $765 | — | $765 | — |
| JEFFREY D HARNED3 | 13117 EASTPOINT PARK BLVD LOUISVILLE, KY 40223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $447 | $312 | $759 | — |
| CHARLES ANTHONY HUMBERGER3 | 228 COOL SPRINGS RD WHITE OAK, PA 15131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $676 | — | $676 | — |
| CASSEY A. WALKER3 Filed as: CASSEY ANN WALKER | 426 ALLEGHENY AVE ALIQUIPPA, PA 15001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $515 | — | $515 | — |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA BRIAN PATTEN | 102 PEPPERGRASS RD BADEN, PA 15005 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | $321 | $476 | — |
| HOWARD DILEMA3 | 8 SPRUCE STREET NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $295 | $315 | — |
| LES BILODEAU3 | 7500 TURNER RIDGE RD CRESTWOOD, KY 40014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $90 | $195 | — |
| CORPORATE HEALTH MANAGEMENT LLC3 | 8 SPRUCE STREET APT 75 B NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $83 | $97 | — |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $12 | $72 | — |
| BILODEAU INC3 | 7500 TURNER RIDGE RD CRESTWOOD, KY 40014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $26 | $70 | — |
| MCCAREY INC3 | 965 MESA DR CARAMILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $14 | $60 | — |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | — |
| TIMOTHY J SLATER3 | 821 WHITE OAK CIR PITTSBURG, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $8 | $29 | — |
| JOY GRUBE PADGELEK3 | 318 COTTINGHAM CIRCLE CRANBERRY TWP, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | — |
| DAVID MASON DOKELL3 | 159 BEACON DR MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $6 | $14 | — |
| VICTORIA L FLYNN3 | 7009 FAIRVIEW RD CORRYTON, TN 37721 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | — |
| JM TAMER & CO3 | 6500 PAPERMILL DR SUITE 201 KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $493 | $3K | — |
| JASON LOUIS KOSCO3 | 31 JESSE CT MONTVILLE, NJ 07045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | — |
| TYLER PHILIP KRYSTOFIK3 | 11 THISTLE AVE GLENWOOD, NJ 07418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $355 | $1K | — |
| BRYAN FISH3 Filed as: BRYAN SCHWARTZ | 211 BARTHOLF AVE POMPTON LAKES, NJ 07442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $288 | $1K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $105 | $1K | — |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | — |
| MCCAREY INC3 | 965 MESA DR CARAMILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $6 | $26 | — |
| RYAN P BENEDICT3 Filed as: RYAN PATRICK BENEDICT | 1143 CEDAR BLVD PITTSBURG, PA 15228 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | — |
| MATTHEW SEAN MCCLAY3 | 1086 MANSFIELD AVE INDIANA, PA 15701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | — |
| VICTORIA R SONNIE3 | 367 RICH HILL RD CHESWICK, PA 15024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $211 | $1K | — |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR SUITE 101 CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $600 | $361 | $961 | — |
| JASON LOUIS KOSCO3 | 31 JESSE CT MONTVILLE, NJ 07045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $473 | $398 | $871 | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $545 | $45 | $590 | — |
| TAX FREE BENEFIT SOLUTIONS LLC3 | 8434 ACUFF LANE LENEXA, KS 66215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $538 | $16 | $554 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $398 | $23 | $421 | — |
| KRISTY L KRUMME-PEREZ3 | 69403 S 328 RD WAGONER, OK 74467 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $337 | — | $337 | — |
| SEAN MCDAID3 | 4893 SIOUX CT GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $313 | $9 | $322 | — |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 W 156TH ST OVERLAND PARK, KS 66224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $110 | $58 | $168 | — |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | — | $151 | — |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA BRIAN PATTEN | 102 PEPPERGRASS RD BADEN, PA 15005 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $77 | $114 | — |
| CHARLES ANTHONY HUMBERGER3 | 228 COOL SPRINGS RD WHITE OAK, PA 15131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | — | $92 | — |
| BROOKE CARGILL3 | 808 E FARILAWN CUSHING, OK 74023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | — |
| TIM ONEAL BRADSHAW3 | 30100 SOUTH 4170 RD INOLA, OK 74036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $9 | $13 | — |
| MCCAREY INC3 | 965 MESA DR CARAMILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $3 | $12 | — |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | — |
| DERRICK DANIEL GREEN3 | 203 OAKWOOD DR HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $5 | $9 | — |
| MS BENEFITS3 Filed as: MS BENEFITS LLC | 100 CHALLENGER RD SUITE 105 RIDGEFIELD, NJ 07660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $829 | $5K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $197 | $3K | — |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $420 | $788 | $1K | — |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $953 | $185 | $1K | — |
| MCCAREY INC3 | 965 MESA DR CARAMILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $147 | $44 | $191 | — |
| DAVID MASON DOKELL3 | 159 BEACON DR MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $59 | $139 | — |
| EMMALEE ANNE WESTFALL3 | 16697 WOODLAND DRIVE OMAHA, NE 68136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | — |
| TMB ENTERPRISES INC3 | 18890 56TH RD KEARNEY, NE 68845 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | — |
| MARTIN J URBANSKI3 | 2809 STATE ST GRAND ISLAND, NE 68803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | — |
| MS BENEFITS3 Filed as: MS BENEFITS LLC | 100 CHALLENGER RD SUITE 105 RIDGEFIELD PARK, NJ 07660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $939 | $5K | — |
| JAMES BARTLETT LLC3 | 3138 GREENRIDGE DR LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | — |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $799 | $2K | $2K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $735 | $61 | $796 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $756 | $5K | — |
| JASON LOUIS KOSCO3 | 31 JESSE CT MONTVILLE, NJ 07045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | — |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DR CRANBERRY, PA 16066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $836 | $2K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $152 | $2K | — |
| TAX FREE BENEFIT SOLUTIONS LLC3 | 8434 ACUFF LANE LENEXA, KS 66215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $47 | $2K | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD WOODBURY, NY 11797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $942 | $54 | $996 | — |
| HOWARD DILEMA3 | 8 SPRUCE ST NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $890 | $949 | — |
| KRISTY L KRUMME-PEREZ3 | 69403 S 328 RD WAGONER, OK 74467 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $742 | — | $742 | — |
| SEAN MCDAID3 | 4893 SIOUX CT GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $435 | $13 | $448 | — |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 W 156TH ST OVERLAND PARK, KS 66224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $288 | $153 | $441 | — |
| CHARLES ANTHONY HUMBERGER3 | 228 COOL SPRINGS RD WHITE OAK, PA 15131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $367 | — | $367 | — |
| BROOKE CARGILL3 | 808 E FAIRLAWN CUSHING, OK 74023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $348 | — | $348 | — |
| DANIEL C HARRIS3 Filed as: DANIEL CARL HARRIS | 124 CARTERS GROVE DRIVE GIBSONIA, PA 15044 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $347 | — | $347 | — |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA BRIAN PATTEN | 102 PEPPERGRASS RD BADEN, PA 15005 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | $181 | $269 | — |
| TIM ONEAL BRADSHAW3 | 30100 SOUTH 4170 RD INOLA, OK 74036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $49 | $72 | — |
| DERRICK DANIEL GREEN3 | 203 OAKWOOD DR HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $30 | $53 | — |
| CORPORATE HEALTH MANAGEMENT LLC3 | 8 SPRUCE STREET APT 75 B NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $40 | $47 | — |
| MCCAREY INC3 | 965 MESA DR CARAMILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $7 | $32 | — |
| HEATHER MARIE BARTLEY3 | 324 OSPREY COURT WEXFORD, PA 15090 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | — |
| MS BENEFITS3 Filed as: MS BENEFITS LLC | 100 CHALLENGER RD SUITE 105 RIDGEFIELD PARK, NJ 07660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $8K | — |
| BRIDGET ZUNIGA3 | 14608 W 62ND ST SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $520 | $3K | — |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $456 | $3K | — |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $780 | $1K | $2K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $87 | $1K | — |
| DAVID MASON DOKELL3 | 159 BEACON DR MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196 | $144 | $340 | — |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | $114 | $306 | — |
| BARUCH KLAHR3 | 100 DUTCH HILL ROAD ORANGEBURG, NY 10962 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $239 | $1K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $331 | $26 | $357 | — |
| MS BENEFITS3 Filed as: MS BENEFITS LLC | 100 CHALLENGER RD SUITE 105 RIDGEFIELD PARK, NJ 07660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $254 | $36 | $290 | — |
| BRIDGET ZUNIGA3 | 14608 W 62ND ST SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $219 | $47 | $266 | — |
| CORPORATE HEALTH MANAGEMENT LLC3 | 8 SPRUCE STREET APT 75 T NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $135 | $181 | — |
| JASON LOUIS KOSCO3 | 31 JESSE CT MONTVILLE, NJ 07045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | $34 | $174 | — |
| ROSEMARY MILLER3 | 30 ORCHARD STREET NORWALK, CT 06850 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | $58 | $162 | — |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $76 | $110 | — |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $8 | $27 | — |
| MCCAREY INC3 | 965 MESA DR CARAMILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | — |
| MS BENEFITS3 Filed as: MS BENEFITS LLC | 100 CHALLENGER RD SUITE 105 RIDGEFIELD PARK, NJ 07660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $813 | $4K | — |
| CALVIN DEAN INGLE3 | 1840 LARIAT TRAIL CELINA, TX 75009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $412 | $3K | — |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $439 | $825 | $1K | — |
| SATS LLC3 | 77 SPRUCE STREET SUITE 203 CEDARHURST, NY 11516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $621 | $51 | $672 | — |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $244 | $240 | $484 | — |
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 | 806 | 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) | 806 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 806 | $2.8M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 806 | $2.8M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 806 | $2.8M |
| Other(12 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 41 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 806 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.