| 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. | $41K | $0 | $41K | 9.91% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $5K | $17K | 8.87% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $0 | $15K | 8.07% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $7K | 3.81% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 2.09% |
| CHARITY DAWN MEARS3 | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $329 | $2K | 0.94% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $531 | — | $531 | 0.28% |
| ELITE ADMINISTRATION & OTHER AGENTS3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $462 | $0 | $462 | 0.24% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $4K | $15K | 10.58% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $0 | $13K | 9.21% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $677 | $4K | 3.05% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $985 | $3K | 2.36% |
| APRIL RANGEL-SCOTT3 Filed as: APRIL-RANGEL SCOTT AND OTHER AGENTS | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.02% |
| CHARITY DAWN MEARS3 | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $252 | $1K | 0.95% |
| LAURA HERNANDEZ3 | 5859 WEST BAYFIELD DRIVE MCCORDSVILLE, IN 46055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.72% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $4K | $13K | 11.39% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $0 | $10K | 8.86% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $753 | $5K | 4.11% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $960 | $3K | 2.78% |
| CHARITY DAWN MEARS3 | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $256 | $1K | 1.18% |
| LAURA HERNANDEZ3 Filed as: LAURA HERNANDEZ AND OTHER AGENTS | 5859 WEST BAYFIELD DRIVE MCCORDSVILLE, IN 46055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.96% |
| APRIL RANGEL-SCOTT3 Filed as: APRIL-RANGEL SCOTT | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $937 | $0 | $937 | 0.79% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $0 | $8K | 9.09% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $2K | $8K | 8.81% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $3 | $2K | 2.66% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $548 | $2K | 2.17% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $985 | $0 | $985 | 1.08% |
| CHARITY DAWN MEARS3 Filed as: CHARITY DAWN MEARS AND OTHER AGENTS | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $468 | $44 | $512 | 0.56% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $246 | $47 | $293 | 0.32% |
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP INC | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 46240 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $47 | $13K | 14.86% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $3K | $8K | 13.57% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 8.78% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $4 | $3K | 4.80% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $619 | $2K | 3.38% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $903 | $0 | $903 | 1.51% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $347 | $66 | $413 | 0.69% |
| CHARITY DAWN MEARS3 Filed as: CHARITY DAWN MEARS AND OTHER AGENTS | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $234 | $0 | $234 | 0.39% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 11.32% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 9.15% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $3 | $2K | 4.04% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $502 | $2K | 2.96% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $836 | $0 | $836 | 1.50% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR AND OTHER AGENTS | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | $16 | $203 | 0.37% |
| CHARITY DAWN MEARS3 | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $110 | $25 | $135 | 0.24% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 9.13% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 8.17% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $2 | $2K | 2.81% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $858 | $294 | $1K | 2.16% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $470 | $0 | $470 | 0.88% |
| CHARITY DAWN MEARS3 Filed as: CHARITY DAWN MEARS AND OTHER AGENTS | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | $13 | $175 | 0.33% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $15 | $122 | 0.23% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $5K | 10.63% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 8.70% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $219 | $1K | 2.70% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $964 | $382 | $1K | 2.64% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $915 | $1 | $916 | 1.80% |
| RACHEL CHARTERS3 Filed as: RACHEL CHARTERS AND OTHER AGENTS | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $535 | $0 | $535 | 1.05% |
| CHARITY DAWN MEARS3 | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $399 | $90 | $489 | 0.96% |
| 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 | 14.97% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 11.14% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 8.65% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1 | $1K | 3.53% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $627 | $270 | $897 | 2.90% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $503 | $0 | $503 | 1.63% |
| CHARITY DAWN MEARS3 Filed as: CHARITY DAWN MEARS AND OTHER AGENTS | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218 | $13 | $231 | 0.75% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $131 | $24 | $155 | 0.50% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 7.75% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $759 | $224 | $983 | 5.35% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $245 | — | $245 | 1.33% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $184 | $60 | $244 | 1.33% |
| RACHEL CHARTERS3 | 3434 GOLDEN GATE DRIVE NORTH CARMEL, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $153 | $0 | $153 | 0.83% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $99 | $18 | $117 | 0.64% |
| ELITE ADMINISTRATION & OTHER AGENTS3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $1 | $93 | 0.51% |
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP INC | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 46240 | SUN LIFE INSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 17.00% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP, INC. | 8424 US HIGHWAY 31 SOUTH INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $762 | $0 | $762 | 8.69% |
| ROGLE INC3 Filed as: ROGLE, INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $476 | $147 | $623 | 7.11% |
| DANA LYNN POWER3 | 7634 SAND POINT INDIANAPOLIS, IN 46240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $161 | — | $161 | 1.84% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 SOUTH 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $36 | $144 | 1.64% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET COURT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | $21 | $143 | 1.63% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.26% |
| CHARITY DAWN MEARS3 Filed as: CHARITY DAWN MEARS AND OTHER AGENTS | 5859 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $2 | $21 | 0.24% |
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 | 1,094 | 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) | 1,094 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM INSURANCE COMPANIES, INC. | 966 | $418K |
| Vision | ANTHEM INSURANCE COMPANIES, INC. | 966 | $418K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,094 | $127K |
| Short-term disability(11 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 177 | $819K |
| Long-term disability(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,094 | $137K |
| Other(13 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1,094 | $946K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,094 | — |
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.