| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE, LLC | JAMES ALTON 5664 PRAIRIE CREEK DR CALEDONIA, MI 49316 | DELTA DENTAL OF MICHIGAN | $5K | — | $5K | 3.20% |
| HYLANT GROUP INC3 Filed as: HYLANT GROUP, INC. | GUYLAINE DONAVAN 811 MADISON AVE. TOLEDO, OH 43604 | DELTA DENTAL OF MICHIGAN | $3K | — | $3K | 1.91% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 6.38% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 6.07% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 11.07% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 8.05% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 9.08% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 7.35% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC DBA ACRISURE BENEFITS | 5664 PRAIRIE CREEK DRIVE CALEDONIA, MI 49316 | NATIONAL VISION ADMINISTRATORS, LLC | $1K | — | $1K | 7.48% |
| HYLANT GROUP INC3 Filed as: HYLANT GROUP, INC. | 811 MADISON AVE. TOLEDO, OH 43604 | NATIONAL VISION ADMINISTRATORS, LLC | $464 | — | $464 | 2.52% |
| HYLANT GROUP INC3 | 201 DEPOT STREET ANN ARBOR, MI 48104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $879 | — | $879 | 5.51% |
| TONI E STEED LLC3 | 11218 WARFIELD AVE HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $303 | $12 | $315 | 1.97% |
| FRANCES LYNN MCCARTER3 | 10331 LINKSLAND DR HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $270 | — | $270 | 1.69% |
| LINDA P COLEMAN3 | 18908 RIVER WIND LANE DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $257 | $13 | $270 | 1.69% |
| M. FINANCIAL HOLDINGS INCORPORATED3 Filed as: BALLARD FINANICAL LLC | 17441 MADISON ST SOUTHFIELD, MI 48076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $214 | $28 | $242 | 1.52% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: UNHUI KIM BROWN | PO BOX 1722 DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $181 | $2 | $183 | 1.15% |
| DONNA N DWYER3 | 1495 RYMCO DRIVE WINSTON SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $24 | $79 | 0.49% |
| PHIL COLEMAN3 | 18908 RIVERWIND LN DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.34% |
| W F HILL AND ASSOCIATES INC3 | 30700 TELEGRAPH RD BINGHAM FARMS, MI 48025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $20 | $53 | 0.33% |
| CARPENTER INSURANCE LLC3 Filed as: THE CARPENTER GROUP | 312 RENSSELAER AVE CHARLOTTE, NC 28203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.31% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $2 | $44 | 0.28% |
| ERIKA ROBERTS-POE3 Filed as: ERIKA D DALTON | 2146 STONE PILE DR SW CONCORD, NC 28025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.25% |
| THOMAS DANIEL SCHMIDT3 | 21608 PINE CONE DR MACOMB, MI 48042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.19% |
| CEDORA B LEVINER3 | PO BOX 758 KANNAPOLIS, NC 28082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.16% |
| PATRICIA L CARON3 | 7 AVENIDA VISTA GRANDE SANTA FE, NM 87508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.11% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.11% |
| TODD J STRBIK3 | 1727 NEMOKE TR #4 HASLETT, MI 48840 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.05% |
| MICHAEL EDWARD HOOVER3 | 206 LAKE STREET ELK RAPIDS, MI 49629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.04% |
| SUSAN FONTENOT3 | 10717 DAPPLE GREY LANE CHARLOTTE, NC 28213 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| DAVID EDWARD GRANT3 | 55067 WESTCHESTER DR. SHELBY TWP., MI 48316 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| SPIES CONSULTING GROUP3 | 4301 ORCHARD LAKE WEST BLOOMFIELD, MI 48323 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $834 | — | $834 | 7.58% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $265 | $498 | $763 | 6.94% |
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 | 251 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 251 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF MICHIGAN | 387 | $142K |
| Vision | NATIONAL VISION ADMINISTRATORS, LLC | 343 | $18K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 248 | $52K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 248 | $53K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 248 | $34K |
| Other(5 contracts, 4 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 248 | $74K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 387 | — |
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.