| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ADVIANT INC Filed as: ADVIANT LLC | P.O. BOX 793929 DALLAS, TX 753793929 | AETNA LIFE INSURANCE CO. | $29K | $0 | $29K | 5.34% |
| ADVIANT INC Filed as: ADVIANT, INC. | PO BOX 793929 DALLAS, TX 75379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 13.94% |
| AMY ULERY MCFADDEN | 5852 W KENNEDY DR FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 10.20% |
| KYLE HARDING | 520 W 12TH ST TEXARKANA, TX 75501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $791 | $2K | 4.65% |
| MARKS BENEFIT MANAGEMENT LLC Filed as: MARKS BENEFIT MANAGEMENT | 4257 N GABEL DR FAYETTEVILLE, AR 72703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $291 | $1K | 3.28% |
| MCFADDEN BENEFIT MANAGEMENT INC | 5852 KENNEDY DR FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $317 | $1K | 3.26% |
| VICTORIA SIMONA STONE | 1706 BLOOMFIELD RD CAPE GIRARDEAU, MO 63703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $513 | $277 | $790 | 1.78% |
| CHERYL HAYES Filed as: CHERYL YVONNE HAYES | 611 N HILL ST SILOAM SPRINGS, AR 72761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $789 | — | $789 | 1.78% |
| TANA L MAY | PO BOX 455 HARRISON, AR 72602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $586 | $11 | $597 | 1.34% |
| HOLLIE CRABTREE | 108 PENINSULA DR LAURENS, SC 29360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $527 | — | $527 | 1.19% |
| BRENDA K FLANNERY | PO BOX 9653 FAYETTEVILLE, AR 72703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $511 | — | $511 | 1.15% |
| ANTHONY MCMORAN Filed as: ANTHONY RAY MCMORAN | 108 HARRIS LN SPRINGDALE, AR 72764 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $368 | — | $368 | 0.83% |
| MATTHEW WILLIAM NICKERSON | 5873 W KENNEDY DR FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $284 | — | $284 | 0.64% |
| BRIDGET ZUNIGA | 14608 W 62ND ST SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $156 | $36 | $192 | 0.43% |
| MANDY SHERRELL | 626 N MAIN ST MULBERRY, AR 72947 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $149 | — | $149 | 0.34% |
| ANDREW GREER ALLISON | 708 W BOGLE AVE HARRISON, AR 72601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | — | $135 | 0.30% |
| DEIRDE B HOEHN | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $10 | $61 | 0.14% |
| JOHN W NISWONGER | 525 COUNTY RD 233 CAPE GIRARDEAU, MO 63701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $6 | $46 | 0.10% |
| JOSEPH NISWONGER | 787 VAIL DR JACKSON, MO 63755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $2 | $42 | 0.09% |
| AHNE BENEFIT SOLUTIONS LLC | 206 PEBBLE CREEK CIRCLE TEXARKANA, TX 75501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $4 | $42 | 0.09% |
| RON BOWLING | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $11 | $34 | 0.08% |
| THOMAS CLIFFORD TABLER | 1628 N BOXLEY AVE FAYETTEVILLE, AR 72704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.04% |
| ADVIANT INC Filed as: ADVIANT, INC. | PO BOX 4602 JOPLIN, MO 64803 | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $2K | — | $2K | 5.64% |
| ADVIANT INC Filed as: ADVIANT, INC. | PO BOX 793929 DALLAS, TX 75379 | ANTHEM LIFE INSURANCE COMPANY | $3K | — | $3K | 16.68% |
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 | 123 | 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) | 123 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 128 | $544K |
| Dental | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | 108 | $32K |
| Vision | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | 108 | $32K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 123 | $19K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 86 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 128 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.