| 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. | $40K | — | $40K | 10.02% |
| ROGLE INC3 | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $4K | $19K | 9.02% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP INC | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | — | $17K | 8.27% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $2K | $8K | 3.60% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | 2.26% |
| CHRISTY DAWN MEARS3 | 5859 N MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $986 | $4K | 1.97% |
| AMY L CARPENTER3 | 8850 S TIBBS AVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.55% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $213 | — | $213 | 0.10% |
| BRANDON TYLER LYNN3 | 9015 COOPER ROAD ZIONSVILLE, IN 46077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| APRIL RANGEL-SCOTT3 | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| DANA LYNN POWER3 | 3362 SHORE DR GREENWOOD, IN 46143 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| ROGLE INC3 | 7460 LANTERN RD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $4K | $16K | 8.13% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP INC | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | — | $14K | 7.50% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 3.14% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 1.99% |
| CHARITY DAWN MEARS3 | 5859 N MERIDIAN ST INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $817 | $3K | 1.77% |
| AMY L CARPENTER3 | 8850 S TIBBS AVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $644 | — | $644 | 0.34% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $219 | — | $219 | 0.11% |
| APRIL RANGEL-SCOTT3 | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.02% |
| DANA LYNN POWER3 | 3362 SHORE DR GREENWOOD, IN 46143 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $4K | $16K | 9.62% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | — | $13K | 7.91% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 3.31% |
| CHARITY DAWN MEARS3 | 5859 N. MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 3.26% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 S. 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 2.38% |
| AMY L CARPENTER3 Filed as: AMY L. CARPENTER | 8850 S. TIBBS AVENUE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $284 | — | $284 | 0.17% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $163 | — | $163 | 0.10% |
| BRANDON TYLER LYNN3 | 9015 COOPER ROAD ZIONSVILLE, IN 46077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| DANA LYNN POWER3 | 3362 SHORE DRIVE GREENWOOD, IN 46143 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP INC | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 7.95% |
| ROGLE INC3 | 7460 LANTERN RD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $7K | 6.55% |
| CHARITY DAWN MEARS3 | 5859 N MERIDIAN ST INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $735 | $3K | 2.70% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $388 | $2K | 1.51% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $311 | $75 | $386 | 0.35% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $172 | — | $172 | 0.15% |
| AMY L CARPENTER3 | 8850 S TIBBS AVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | — | $116 | 0.10% |
| JOSEPH MCDONALD3 | 12052 PEPPERMILL LN PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.03% |
| DANA LYNN POWER3 | 3362 SHORE DR GREENWOOD, IN 46143 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP, INC. | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 462401470 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $968 | $15K | 15.40% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $2K | $8K | 11.58% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP INC | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 7.63% |
| CHARITY DAWN MEARS3 | 5859 N MERIDIAN ST INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | 6.41% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $566 | $2K | 2.68% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $447 | $128 | $575 | 0.79% |
| AMY L CARPENTER3 | 8850 S TIBBS AVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $130 | — | $130 | 0.18% |
| HUBLER FINANCIAL SERVICES LLC3 | 2140 N MORTON AVE FRANKLIN, IN 46131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $1 | $30 | 0.04% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.02% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $2K | $7K | 9.19% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 7.80% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $661 | $2K | 3.43% |
| CHARITY DAWN MEARS3 | 5859 N. MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $515 | $2K | 2.95% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 S. 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $461 | $2K | 2.36% |
| AMY L CARPENTER3 Filed as: AMY L. CARPENTER | 8850 S. TIBBS AVENUE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $111 | — | $111 | 0.16% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.05% |
| APRIL RANGEL-SCOTT3 | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.05% |
| BRANDON TYLER LYNN3 | 9015 COOPER ROAD ZIONSVILLE, IN 46077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| ROGLE INC3 | 7460 LANTERN RD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $2K | $7K | 10.89% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP INC | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 8.21% |
| CHARITY DAWN MEARS3 | 5859 N MERIDIAN ST INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $988 | $4K | 5.75% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $474 | $2K | 2.48% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | $65 | $248 | 0.36% |
| AMY L CARPENTER3 | 8850 S TIBBS AVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $238 | — | $238 | 0.35% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.06% |
| DANA LYNN POWER3 | 3362 SHORE DR GREENWOOD, IN 46143 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ROGLE INC3 | 7460 LANTERN RD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 11.44% |
| RAY SKILLMAN INSURANCE GROUP INC.3 Filed as: RAY SKILLMAN INSURANCE GROUP INC | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 8.87% |
| CHARITY DAWN MEARS3 | 5859 N MERIDIAN ST INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $823 | $3K | 6.23% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $966 | $387 | $1K | 2.56% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $221 | $67 | $288 | 0.55% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | — | $67 | 0.13% |
| AMY L CARPENTER3 | 8850 S TIBBS AVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.12% |
| APRIL RANGEL-SCOTT3 | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.04% |
| BRANDON TYLER LYNN3 | 9015 COOPER RD ZIONSVILLE, IN 46077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $819 | $4K | 8.48% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 7.86% |
| CHARITY DAWN MEARS3 | 5859 N. MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $438 | $2K | 4.21% |
| KAMI L STANLEY3 | 3303 S. 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $653 | $235 | $888 | 2.06% |
| AMY L CARPENTER3 | 8850 S. TIBBS AVENUE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $244 | — | $244 | 0.57% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.10% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $4 | $38 | 0.09% |
| MCFADDEN BENEFIT MANAGEMENT INC3 Filed as: MCFADDEN BENEFIT MANAGEMENT INC. | 5852 W. KENNEDY DRIVE FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| KYLE HARDING3 | 314 HARDING ROAD NASHVILLE, AR 71852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $2K | $7K | 17.80% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 8.27% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $564 | $2K | 4.80% |
| CHARITY DAWN MEARS3 | 5859 N. MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $508 | $2K | 4.77% |
| KAMI L STANLEY3 Filed as: KAMI L. STANLEY | 3303 S. 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $520 | $2K | 3.94% |
| AMY L CARPENTER3 Filed as: AMY L. CARPENTER | 8850 S. TIBBS AVENUE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $835 | — | $835 | 2.02% |
| APRIL RANGEL-SCOTT3 | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.03% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.02% |
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP, INC. | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 46240 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 14.15% |
| ROGLE INC3 Filed as: ROGLE INC. | 7460 LANTERN ROAD INDIANAPOLIS, IN 46256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $886 | $3K | 11.65% |
| RAY SKILLMAN INSURANCE GROUP INC.3 | 8424 US HWY 31 S INDIANAPOLIS, IN 46227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 7.95% |
| CHARITY DAWN MEARS3 | 5859 N MERIDIAN STREET INDIANAPOLIS, IN 46208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $382 | $2K | 5.21% |
| KAMI L STANLEY3 | 3303 S 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $571 | $237 | $808 | 2.73% |
| ROBERT W BURGETT3 Filed as: ROBERT DOERR | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $553 | $226 | $779 | 2.63% |
| BRANDON TYLER LYNN3 | 9015 COOPER ROAD ZIONSVILLE, IN 46077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.11% |
| ELITE ADMINISTRATION3 | 313 HARKINS BLUFF DRIVE GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.05% |
| APRIL RANGEL-SCOTT3 | 16844 BURKET CT WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| NFP INSURANCE SERVICES INC3 Filed as: APEX BENEFITS GROUP, INC. | 9400 PRIORITY WAY WEST DRIVE INDIANAPOLIS, IN 46240 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 16.56% |
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 | 1,066 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,067 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM INSURANCE COMPANIES, INC. | 967 | $401K |
| Vision | ANTHEM INSURANCE COMPANIES, INC. | 967 | $401K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,066 | $127K |
| Short-term disability(11 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 175 | $1.1M |
| Long-term disability(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,066 | $134K |
| Other(12 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1,066 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,066 | — |
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.