| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TIMOTHY DORSEY3 | 139 F N. CENTRAL CLAYTON, MO 63105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31K | $1K | $33K | 12.46% |
| RICHARD D SCHOOLEY3 | 563 BALLAS PARK DRIVE ST LOUIS, MO 63122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $4K | $14K | 5.23% |
| CAYLA BREDBENNER3 | 1337 COMMONS CIR COTTLEVILLE, MO 63304 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $2K | $10K | 4.01% |
| AMY MARIE RENNER3 | 217 DEANE CT ST LOUIS, MO 63127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $636 | $7K | 2.58% |
| EDGHILL ENTERPRISES LLC3 | 3403 E SEEBLING MILE RD GRAND ISLAND, NE 68801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $698 | $5K | 1.88% |
| CROWN WEALTH MANAGEMENT INC3 | 11163 SOUTH TOWNE SQUARE ST LOUIS, MO 63123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $160 | $2K | 0.79% |
| ANNE OWENS3 | 1516 DEER LAKE DRIVE LEXINGTON, KY 40515 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $84 | $1K | 0.44% |
| NORMA J DAVIS3 | 269 RUFFIAN TRAIL CORBIN, KY 40701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $26 | $1K | 0.42% |
| DAWN M RUEHL3 | 1301 GLENDALE GARDENS DRIVE GLENDALE, MO 63122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $566 | $377 | $943 | 0.36% |
| DOROTHY RING3 | 8300 PLAZA GATE LN JACKSONVILLE, FL 32217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $823 | $56 | $879 | 0.34% |
| GAIL D GOODEN CORP3 | 1224 STONE BLUFF DRIVE FENTON, MO 63026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $839 | $12 | $851 | 0.33% |
| TAMARA ANN BUSCHER3 Filed as: TAMARA GAIL COPELAND | PO BOX 243 LAND OLAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $610 | $89 | $699 | 0.27% |
| STACY LEIGH BENEDICK3 | 121 TETON LANE CAMDENTON, MO 65020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $601 | $34 | $635 | 0.24% |
| DIEDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $442 | $112 | $554 | 0.21% |
| BENEFIT SOLUTIONS INC3 Filed as: BENEFIT SOLUTIONS GROUP INC | 4021 ST GERMAINE CT LOUISVILLE, KY 40207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $417 | $55 | $472 | 0.18% |
| CHAU PHAN3 | 355 AVOCADO ST COSTA MESA, CA 92627 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $457 | — | $457 | 0.18% |
| CHOICE BENEFITS SOLUTIONS LLC3 | 525 CAPRI BLVD TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $285 | $376 | 0.14% |
| TAMMY LYNN RANAHAN3 | 26337 ARBORETUM WAY MURRIETA, CA 92563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $273 | $75 | $348 | 0.13% |
| CARELE RUIZ CORRALES3 | 1859 N PROSPECT ST PORTERVILLE, CA 93257 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $277 | $45 | $322 | 0.12% |
| KRISTY L KRUMME-PEREZ3 Filed as: KRISTY L. KRUMME-PEREZ | 521 CAPE COD COURT SMITHVILLE, MO 64089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $226 | $52 | $278 | 0.11% |
| JADE CHRISTINE PINSON3 | 1224 STONE BLUFF DR FENTON, MO 63026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | $1 | $192 | 0.07% |
| KEVIN MURPHY3 Filed as: KEVIN ARMSTRONG INSURANCE INC | 4027 WEST FAIDLEY GRAND ISLAND, NE 68803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $100 | $81 | $181 | 0.07% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $49 | $105 | 0.04% |
| DEBORAH LYNN FRANCO3 | 6753 RT 59 LOT C1 LEWIS RUN, PA 16738 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.04% |
| LORI LEE BUMP3 | 1583 W BOSTON AVENUE FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | $11 | $88 | 0.03% |
| CONSUMER DRIVEN BENEFITS LLC3 | 3737 BIRCH ST NEWPORT BEACH, CA 92660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $38 | $72 | 0.03% |
| KIMBERLY FERGUSON3 | 4059 LOMAR DRIVE MT AIRY, MD 21771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $7 | $70 | 0.03% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $14 | $70 | 0.03% |
| RICARDO DE MURILLO3 | 17463 RODEO DR MADERA, CA 93638 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $45 | $66 | 0.03% |
| WALTETTA RHODES3 | PO BOX 1576 LOUISVILLE, KY 40201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.02% |
| KIMBERLY PICKERILL3 | 524 MARQUETTE DRIVE LOUISVILLE, KY 40222 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.02% |
| JESSE VALENTINE-YEH3 | 53 VIA AMISTOSA RCHO STA MARG, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $20 | $54 | 0.02% |
| CASSANDRA LONG3 | 829 ALDEN ST LENEXA, KS 66215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $1 | $52 | 0.02% |
| BRIAN ROOD3 | 9130 NORTH WOODLAWN DR FRESNO, CA 93720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $8 | $49 | 0.02% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 W 156TH ST OVERLAND PARK, KS 66224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $17 | $48 | 0.02% |
| WILLIAM E GECEWICZ3 | 11113 LAKESIDE VISTA DR RIVERVIEW, FL 33569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $4 | $42 | 0.02% |
| CARRIE ANN CAMPBELL3 | 5121 REDBUD DRIVE SAND SPRINGS, OK 74063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.02% |
| ALEXIS LOUISE LEWIS3 | 2741 DESOTO ST LONG BEACH, CA 90814 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $1 | $35 | 0.01% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| BETTY ROMERO3 Filed as: BETTY A BRITT | 2525 TRIGGERFISH COURT HOLIDAY, FL 34691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.01% |
| BENEFITS EXCHANGE ALLIANCE3 Filed as: BENEFITS EXCHANGE ALLIANCE INC | 5118 E CLINTON WAY FRESNO, CA 93727 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.01% |
| KYLE HARDING3 | 520 W 12TH ST TAXARKANA, TX 75501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $4 | $7 | 0.00% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.00% |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.00% |
| BARRY W MAAS3 | PO BOX 5809 FRESNO, CA 93755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.00% |
| KELLY W PUGH3 | 7367 S 286TH EAST AVE BROKEN ARROW, OK 74014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| THERESA NETTO PHILLIPS3 | 5219 S CLARA FRESNO, CA 93706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.00% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| DAWN T SUCHECKI3 Filed as: DAWN UPAH | 5211 W 156TH ST OVERLAND PARK, KS 66224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| ANTHONY WILLIAM BANDERA3 | 12343 WORTHINGTON DR ST. LOUIS, MO 63304 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| YOLO ENTERPRISE INC3 | 2581 HILLCREST ST SIGNAL HILL, CA 90755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| DARYL E. MARTIN3 Filed as: DARYL E MARTIN | 12818 DOVE LAKE DRIVE LOUISVILLE, KY 40299 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ROY LEE TUCKER3 | PO BOX 41031 PASADENA, CA 91114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF MISSOURI LLC | DBA AHM INSURANCE GROUP 11975 WESTLINE INDUSTRIAL DR ST. LOUIS, MO 63146 | SUN LIFE ASSURANCE COMPANY OF CANADA | $17K | — | $17K | 10.00% |
| TIMOTHY DORSEY3 | 139 F N. CENTRAL CLAYTON, MO 63105 | THE PAUL REVERE LIFE INSURANCE COMPANY | $7K | — | $7K | 15.28% |
| RICHARD D SCHOOLEY3 | 563 BALLAS PARK DRIVE ST LOUIS, MO 63122 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $2K | $4K | 8.74% |
| CAYLA BREDBENNER3 | 1337 COMMONS CIR COTTLEVILLE, MO 63304 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $395 | $2K | 4.54% |
| EDGHILL ENTERPRISES LLC3 | 3403 E SEEBLING MILE RD GRAND ISLAND, NE 68801 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $115 | $1K | 2.81% |
| AMY MARIE RENNER3 | 217 DEANE CT ST LOUIS, MO 63127 | THE PAUL REVERE LIFE INSURANCE COMPANY | $805 | $157 | $962 | 2.18% |
| AIKEN ENTERPRISES LLC3 | 341 GILLIGAN RD HUDSON, NY 12534 | THE PAUL REVERE LIFE INSURANCE COMPANY | $647 | $43 | $690 | 1.57% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GEORGE HILLENBRAND | 347 WEAST ROAD SCHENECTADY, NY 12306 | THE PAUL REVERE LIFE INSURANCE COMPANY | $647 | $11 | $658 | 1.49% |
| DAVID J ROBERTS3 | 167 NEVINS ROAD HENRIETTA, NY 14467 | THE PAUL REVERE LIFE INSURANCE COMPANY | $426 | $27 | $453 | 1.03% |
| LORRAINE RHODES3 | 1465 ROUTE 29 GALWAY, NY 12074 | THE PAUL REVERE LIFE INSURANCE COMPANY | $233 | $27 | $260 | 0.59% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | THE PAUL REVERE LIFE INSURANCE COMPANY | $143 | — | $143 | 0.32% |
| AMANDA CLEMENTS3 | 11 LOUDONWOOD EAST LOUDONVILLE, NY 12211 | THE PAUL REVERE LIFE INSURANCE COMPANY | $89 | — | $89 | 0.20% |
| CROWN WEALTH MANAGEMENT INC3 | 11163 SOUTH TOWNE SQUARE ST LOUIS, MO 63123 | THE PAUL REVERE LIFE INSURANCE COMPANY | $89 | — | $89 | 0.20% |
| JANICE POWERS3 | 325 10TH STREET TROY, NY 12180 | THE PAUL REVERE LIFE INSURANCE COMPANY | $63 | — | $63 | 0.14% |
| STEPHEN JOSEPH JOYCE3 | 70 SARGENT DR AMHERST, NY 14226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $33 | $17 | $50 | 0.11% |
| CDC CONSULTING SERVICES INC3 | 47 WESTERN AVE DEER PARK, NY 11729 | THE PAUL REVERE LIFE INSURANCE COMPANY | $35 | $9 | $44 | 0.10% |
| DAWN M RUEHL3 | 1301 GLENDALE GARDENS DRIVE GLENDALE, MO 63122 | THE PAUL REVERE LIFE INSURANCE COMPANY | $37 | — | $37 | 0.08% |
| KARL L FONDA3 | 311 BROOKSBORO DR WEBSTER, NY 14580 | THE PAUL REVERE LIFE INSURANCE COMPANY | $33 | — | $33 | 0.07% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| KEVIN MURPHY3 Filed as: KEVIN ARMSTRONG INSURANCE INC | 4027 WEST FAIDLEY GRAND ISLAND, NE 68803 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
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 | 330 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 20 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 352 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 509 | $471K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 509 | $166K |
| Other(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 509 | $471K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 509 | — |
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.