| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP INC. | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES, INC. | $13K | $1K | $14K | 3.84% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19K | $0 | $19K | 8.77% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $3K | $16K | 7.41% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $882 | $6K | 2.93% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 1.85% |
| MJ INSURANCE3 Filed as: APRIL RANGEL-SCOTT & VARIOUS AGENTS | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $28 | $2K | 1.15% |
| MJ INSURANCE3 Filed as: NATHANIEL JOSEPH SMITH | 8711 DEER RUN DRIVE INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $628 | $0 | $628 | 0.29% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $576 | $0 | $576 | 0.27% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $0 | $14K | 9.21% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $2K | $10K | 6.77% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $555 | $4K | 2.64% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $738 | $3K | 1.70% |
| MJ INSURANCE3 Filed as: NATHANIEL J. SMITH & VARIOUS AGENTS | 8711 DEER RUN DRIVE INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.14% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $434 | $42 | $476 | 0.31% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $430 | $0 | $430 | 0.28% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $0 | $9K | 8.96% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $2K | $9K | 8.39% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $460 | $3K | 3.19% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $668 | $2K | 2.18% |
| MJ INSURANCE3 Filed as: ALITA RANGEL-SOCTT & VARIOUS AGENTS | 1473 SOUTH LILY COURT GREENFIELD, IN 46140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.44% |
| APRIL RANGEL-SCOTT3 | 16844 BURKET COURT GREENFIELD, IN 46140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $436 | $0 | $436 | 0.43% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $386 | $46 | $432 | 0.42% |
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP INC. | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 46240 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $873 | $13K | 13.57% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $0 | $8K | 8.93% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 6.91% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $262 | $2K | 2.24% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $421 | $1K | 1.72% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $2 | $1K | 1.41% |
| MJ INSURANCE3 Filed as: JOSEPH SCHEIDLER AND VARIOUS AGENTS | 6953 NORTH COLLEGE AVENUE INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $580 | — | $580 | 0.67% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $284 | $0 | $284 | 0.33% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 9.14% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 8.95% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $232 | $2K | 3.04% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $841 | $395 | $1K | 2.38% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $2 | $1K | 2.25% |
| MJ INSURANCE3 Filed as: ELITE ADMIN. AND VARIOUS AGENTS | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $366 | $1 | $367 | 0.71% |
| MICHELLE LOUISE GOLDWOOD3 | 13255 DECEPTION PASS, UNIT 800 FISHERS, IN 46038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $185 | $0 | $185 | 0.36% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 10.82% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 9.03% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $251 | $2K | 3.60% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $989 | $469 | $1K | 2.95% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $2 | $1K | 2.29% |
| MJ INSURANCE3 Filed as: ROBERT DOERR AND VARIOUS AGENTS | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $435 | $35 | $470 | 0.95% |
| MJ INSURANCE3 Filed as: NATHANIEL JOSEPH SMITH | 8711 DEER RUN DRIVE INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $453 | $0 | $453 | 0.92% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | 10.38% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 8.56% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $255 | $2K | 3.78% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $2 | $1K | 2.98% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $869 | $413 | $1K | 2.87% |
| MJ INSURANCE3 Filed as: ELITE ADMIN. AND VARIOUS AGENTS | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $225 | $2 | $227 | 0.51% |
| KILIEGH LEANN STANLEY3 | 800 WEST 37TH STREET ANDERSON, IN 46013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | $0 | $104 | 0.23% |
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP INC. | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 46240 | SUN LIFE INSURANCE COMPANY OF CANADA | $6K | $0 | $6K | 14.91% |
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP INC. | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 46240 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | $0 | $6K | 14.91% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 10.87% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 8.73% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $225 | $2K | 3.89% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $831 | $383 | $1K | 2.95% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $2 | $1K | 2.65% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $299 | $50 | $349 | 0.85% |
| MJ INSURANCE3 Filed as: ELITE ADMIN. AND VARIOUS AGENTS | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $248 | $0 | $248 | 0.60% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $459 | $2K | 8.87% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 8.61% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $527 | $95 | $622 | 2.81% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $537 | $1 | $538 | 2.43% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $353 | $159 | $512 | 2.32% |
| MJ INSURANCE3 Filed as: ELITE ADMIN. AND VARIOUS AGENTS | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $118 | $0 | $118 | 0.53% |
| KILIEGH LEANN STANLEY3 | 800 WEST 37TH STREET ANDERSON, IN 46013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $0 | $56 | 0.25% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 8.39% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $722 | $134 | $856 | 4.85% |
| BRANDON TYLER LYNN3 | 9015 COOPER ROAD ZIONSVILLE, IN 46077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $273 | $18 | $291 | 1.65% |
| MJ INSURANCE3 Filed as: NATHANIEL J. SMITH & VARIOUS AGENTS | 8711 DEER RUN DRIVE INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $212 | $0 | $212 | 1.20% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $150 | $44 | $194 | 1.10% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $16 | $111 | 0.63% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | $0 | $98 | 0.56% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $998 | $307 | $1K | 10.18% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 8.58% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 4520 SOUTH 49TH STREET LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $230 | $105 | $335 | 2.61% |
| DANA LYNN POWER3 | 3601 CIRCLE BOULEVARD INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $245 | $38 | $283 | 2.21% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $209 | $34 | $243 | 1.90% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $229 | — | $229 | 1.79% |
| MJ INSURANCE3 Filed as: NATHANIEL J. SMITH & VARIOUS AGENTS | 8711 DEER RUN DRIVE INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $157 | $1 | $158 | 1.23% |
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 | 1,100 | 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) | 1,100 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM INSURANCE COMPANIES, INC. | 877 | $372K |
| Vision | ANTHEM INSURANCE COMPANIES, INC. | 877 | $372K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,100 | $140K |
| Short-term disability(11 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 190 | $795K |
| Long-term disability(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,100 | $181K |
| Other(13 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1,100 | $935K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,100 | — |
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."
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.