| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ADVIANT INC3 Filed as: ADVIANT, INC. | P.O. BOX 4602 JOPLIN, MO 64803 | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $58K | $0 | $58K | 7.18% |
| ADVIANT INC0 | PO BOX 793929 DALLAS, TX 75379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 6.01% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 3.84% |
| AMY ULERY MCFADDEN3 | 5852 W KENNEDY DR FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.92% |
| SHANNON MARIE BALDWIN3 | 14620 S 52ND EAST AVE BIXBY, OK 74008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $391 | $2K | 1.81% |
| BRIDGET ZUNIGA3 | 14602 W 62ND ST SHAWNEE, OK 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $121 | $1K | 1.47% |
| KYLE HARDING3 | 314 HARDING RD NASHVILLE, AR 71852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $562 | $126 | $688 | 0.79% |
| CHARLES DON SCHAEF3 | 17106 WATERVIEW MEADOW BLVD ROLAND, AR 72135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $197 | $423 | $620 | 0.71% |
| MCFADDEN BENEFIT MANAGEMENT INC3 | 5852 W KENNEDY DR FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $363 | — | $363 | 0.41% |
| TANA L MAY3 | PO BOX 455 HARRISON, AR 72602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $323 | $17 | $340 | 0.39% |
| KELLY W PUGH3 | 7367 S 286TH EAST AVE BROKEN ARROW, OK 74014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $180 | $117 | $297 | 0.34% |
| RON BOWLING3 | 8575 W 110TH ST STE 210 OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | $12 | $116 | 0.13% |
| AMY E COHEN3 | 19967 VILLA LANTE PL BACA RATON, FL 33434 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $13 | $100 | 0.11% |
| MARGIE ANNA PARTIN3 | 4120 MACARTHUR DR FORT SMITH, AR 72904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.05% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND DR OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.05% |
| PEACOCK FINANCIALS INC3 | 11830 NW 32ND MNR SUNRISE, FL 33323 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $27 | $40 | 0.05% |
| GAYE ANN HOLLOMAN3 | 3938 S LONE PINE AVE APT B210 SPRINGFIELD, MO 65804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.03% |
| ANN MARIE THOMAS LLC3 Filed as: ANN MARIE THOMAS | 417 S MCGREGOR ST CARTHAGE, MO 64836 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.02% |
| ADVIANT INC3 | PO BOX 4602 JOPLIN, MO 64803 | ANTHEM LIFE INSURANCE COMPANY | $3K | — | $3K | 10.40% |
| DANIEL FROST3 | 241 POYGAN RD OMRO, WI 54963 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $148 | $1K | 18.31% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $280 | $213 | $493 | 7.51% |
| CHARLES DON SCHAEF3 | 17106 WATERVIEW MEADOW BLVD ROLAND, AR 72135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $184 | $264 | 4.02% |
| KYLE HARDING3 | 314 HARDING RD NASHVILLE, AR 71852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $49 | $129 | 1.97% |
| CAMERON SUTTON ROBERTS3 | N9404 ROSELLA DR APPLETON, WI 54915 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | $7 | $86 | 1.31% |
| RODNEY JAMES SONNENBERG3 | 432 AMORY ST FOND DU LAC, WI 54935 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 1.20% |
| ADVIANT INC3 | PO BOX 793929 DALLAS, TX 75379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $545 | — | $545 | 8.99% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $283 | $156 | $439 | 7.24% |
| WILLIAM LEROY VINCENT3 | 2501 CHAMBRAY LN MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $237 | $36 | $273 | 4.50% |
| SHANNON MARIE BALDWIN3 | 14620 S 52ND EAST AVE BIXBY, OK 74008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $142 | $47 | $189 | 3.12% |
| KYLE HARDING3 | 314 HARDING DR NASHVILLE, AR 71852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | $27 | $111 | 1.83% |
| AMY ULERY MCFADDEN3 | 5852 W KENNEDY DR FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 1.29% |
| MPART BENEFITS INC3 Filed as: MPART BENEFITS | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $35 | $59 | 0.97% |
| CHARLES DON SCHAEF3 | 17106 WATERVIEW MEADOW BLVD ROLAND, AR 72135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $25 | $36 | 0.59% |
| KYLE W PUGH3 | 7367 S 286TH EAST AVE BROKEN ARROW, OK 74014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $14 | $35 | 0.58% |
| MCFADDEN BENEFIT MANAGEMENT INC3 | 5852 W KENNEDY DR FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.48% |
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 | 205 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 205 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | 119 | $811K |
| Dental | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | 119 | $811K |
| Vision | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | 119 | $811K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 205 | $25K |
| Short-term disability(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 96 | $100K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 205 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.