| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | 7600 EAST ORCHARD ROAD, SUITE 330S GREENWOOD VILLAGE, CO 80111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $68K | $0 | $68K | 15.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $36K | $0 | $36K | 9.89% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 7.20% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 2.54% |
| MJ INSURANCE3 Filed as: DEACON KAVANAUGH AND VARIOUS AGENTS | 6336 HILL CREEK DRIVE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $30 | $1K | 2.13% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY INC | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $677 | $0 | $677 | 1.15% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $395 | $0 | $395 | 0.67% |
| MICHAEL MARTIN3 | 5717 HEADQUARTERS DRIVE PLANO, TX 75024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $246 | $0 | $246 | 0.42% |
| SHERRY M ALLBRITTON3 Filed as: SHERRY ALLBRITTON | 3809 WINDING ROAD ARLINGTON, TX 76016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $205 | $0 | $205 | 0.35% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $542 | $468 | $1K | 3.37% |
| MJ INSURANCE3 Filed as: DEACON KAVANAUGH AND VARIOUS AGENTS | 6336 HILL CREEK DRIVE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $662 | $7 | $669 | 2.23% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY INC | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $667 | $0 | $667 | 2.22% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY & ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $256 | $0 | $256 | 0.85% |
| MICHELE E MARTIN3 Filed as: MICHELE MARTIN | 5717 HEADQUARTERS DRIVE PLANO, TX 75024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $235 | $0 | $235 | 0.78% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | $0 | $191 | 0.64% |
| MARK HOLLAND3 | PO BOX 38366 GERMANTOWN, TN 38183 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $181 | $0 | $181 | 0.60% |
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 | 837 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 842 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 511 | $366K |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 793 | $39K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 837 | $545K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 837 | $456K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 837 | $456K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 837 | $545K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 837 | — |
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.