| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND COMPANY | 11330 LAKEFIELD DRIVE SUITE 100 DULUTH, GA 300971508 | HCC LIFE INSURANCE COMPANY | $85K | — | $85K | 5.70% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 11330 LAKEFIELD DRIVE SUITE 100 DULUTH, GA 300971508 | HCC LIFE INSURANCE COMPANY | $17K | — | $17K | 1.15% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND COMPANY OF ALA | 11330 LAKEFIELD DRIVE SUITE 100 JOHNS CREEK, GA 300971578 | METROPOLITAN LIFE INSURANCE COMAPNY | $83K | $55 | $83K | 8.46% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND COMPANY OF ALA | P O BOX 70 WEST POINT, GA 318330070 | METROPOLITAN LIFE INSURANCE COMAPNY | — | $13K | $13K | 1.33% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND COMPANY | 300 WEST TENTH STREET P O BOX 70 WEST POINT, GA 318330070 | PRINCIPAL LIFE INSURANCE COMPANY | $97K | — | $97K | 12.30% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND COMPANY | P O BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $93K | $21K | $114K | 38.75% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $23K | $24K | $47K | 16.03% |
| NORMA SOLUTIONS INC3 | 3730 EVEREST DRIVE MONTGOMERY, AL 36106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13K | $5K | $18K | 6.04% |
| CAROLE H WARREN3 | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $3K | $9K | 3.16% |
| CYNTHIA LERNER RUBIN3 Filed as: CYNTHIA P WHALEN | 123 PINE VALLEY DRIVE MIDDLETOWN, DE 19709 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $2K | $8K | 2.63% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $921 | $6K | 1.97% |
| BURTON M HERRING JR3 | 1135 ARLINGTON DRIVE BIRMINGHAM, AL 35224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $655 | $5K | 1.70% |
| TULLY AND COMPANY INC3 | 1926 STONE BRIDGE LANE MARIETTA, GA 30064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $988 | $5K | 1.68% |
| B V STONE INC3 Filed as: BV STONE INC | 1800 SUNSET HARBOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $653 | $5K | 1.55% |
| MITCHELL HECTOR MORALES3 | P O BOX 2532 NORCROSS, GA 30091 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $485 | $4K | 1.37% |
| ROBERTA DICKINSON3 Filed as: ROBERTA J BAKKEN | 8012 W CORNING ROAD PEOTONE, IL 60468 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $103 | $1K | 0.51% |
| PAMELA COPLE SMITH3 | 411 HIGHLAND DRIVE SEATTLE, WA 98109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $170 | $1K | 0.44% |
| TANYA WISHARD3 | P O BOX 307 CODORUS, PA 17311 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $937 | $315 | $1K | 0.43% |
| THOMAS WAYNE FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $33 | $1K | 0.37% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $227 | $838 | $1K | 0.36% |
| DALE T BUTLER3 | 15234 REEDS STREET OVERLAND PARK, KS 66223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $885 | $136 | $1K | 0.35% |
| ROBERT DALE ESTES3 | 564 SAGE CIRCLE HIGHLANDS RANCH, CO 80126 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $878 | $25 | $903 | 0.31% |
| D'ARCIPRETE & ASSOCIATES INC3 Filed as: D'ARCIPRETE AND ASSOCIATES INC | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $221 | $472 | $693 | 0.24% |
| CAROL BARNES3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $565 | $104 | $669 | 0.23% |
| THE WORKSIGHT GROUP LLC3 | 743 PASSAIC AVENUE CLIFTON, NJ 07012 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $227 | $395 | $622 | 0.21% |
| CHRISTIAN ANTHONY MALDONADO3 | 1745 HUNTINGTON HILL TRACE NE BUFORD, GA 30519 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $603 | $17 | $620 | 0.21% |
| ROSS RODRIQUEZ CUEVAS3 | 1675 S FRANKWOOD AVENUE REEDLEY, CA 93654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $431 | $44 | $475 | 0.16% |
| TODD BOOZER3 Filed as: TODD A BOOZER | 2900 CAHABA ROAD BIRMINGHAM, AL 35223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $367 | $107 | $474 | 0.16% |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $415 | $23 | $438 | 0.15% |
| MARYLINE Z ORELLANA3 | 2949 CLIPPER COVE LANE KISSIMEE, FL 34741 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $346 | $66 | $412 | 0.14% |
| ELAINE G EVERETT3 | P O BOX 1312 LA MIRADA, CA 90637 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $359 | — | $359 | 0.12% |
| MAGNONE FINANCIAL SERVICES CORP3 | 3151 OUTRIGGER AVENUE VENTURA, CA 93001 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $357 | — | $357 | 0.12% |
| HONORIO GUILLERMO AQUINO3 | 15 WATERFALL WAY THE WOODLANDS, TX 77375 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $267 | $55 | $322 | 0.11% |
| ANTONIO JOSE ANGELES3 | 1127 KOCH LANE SAN JOSE, CA 95125 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $294 | $27 | $321 | 0.11% |
| JOSEPH MCDONALD3 | 12052 PEPPERMILL LANE NW PICKERINGTON, OH 43147 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $266 | $36 | $302 | 0.10% |
| LAURA B WETT3 | 8194 HYDE AVENUE SOUTH COTTAGE GROVE, MN 55016 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $251 | $7 | $258 | 0.09% |
| JUSTIN J MCDONALD3 | 12052 PEPPERMILL LANE PICKERINGTON, OH 43147 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $177 | $49 | $226 | 0.08% |
| MICHAEL BLOCK3 | 16619 S PINECREEK DRIVE LOCKPORT, IL 60441 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $114 | $76 | $190 | 0.06% |
| JOEL N NEWMAN AGENCY LLC3 | 12360 LAKE CITY WAY NE SEATTLE, WA 98125 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $93 | $92 | $185 | 0.06% |
| VOLUNTARY SOLUTIONS INC3 | 191 TELLURIDE STREET BRIGHTON, CO 80601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $73 | $105 | $178 | 0.06% |
| LAURIE J BURNS3 | 303 PLYLER ROAD INDIAN TRAIL, NC 28079 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $130 | $13 | $143 | 0.05% |
| STEPHEN M HENSS LLC3 | 44 HERSHEY LANE PARKSBURG, PA 19365 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $78 | $46 | $124 | 0.04% |
| B & B INSURANCE SOLUTIONS INC3 Filed as: B AND B INSURANCE SOLUTIONS INC | 14716 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $50 | $72 | $122 | 0.04% |
| PHILLIP EDWARD HOLSTEIN3 | 5976 PENNINGTON CREEK DRIVE 43 DUBLIN, OH 43016 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $37 | $58 | $95 | 0.03% |
| MARIA VERONICA JARQUE3 | 4085 NOBEL DRIVE SUITE 29 SAN DIEGO, CA 92122 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $78 | $16 | $94 | 0.03% |
| DAWN T SUCHECKI3 Filed as: DAWN UPAH | 5211 W 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $53 | $10 | $63 | 0.02% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $34 | $63 | 0.02% |
| AMY E COHEN3 | 19967 VILLA LANTE PLACE BOCA RATON, FL 33434 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $40 | $5 | $45 | 0.02% |
| DAVID MASON DOKELL3 | 127 GREAT POINT DRIVE MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $35 | $8 | $43 | 0.01% |
| MICHAEL A DUARTE3 | 515 DULL STREET DIXON, TN 37055 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $14 | $43 | 0.01% |
| MARC A GROVE3 | 25900 AUTMN WAY ROGERS, MN 55374 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $19 | $40 | 0.01% |
| ELIZABETH LOUISE FENDER3 Filed as: ELIZABETH LOUSE FENDER | 335 S EMERSON AVENUE INDIANAPOLIS, IN 46219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $36 | $3 | $39 | 0.01% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 W 156TH STREET OVERLAND, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $5 | $25 | 0.01% |
| BARRY W MAAS3 Filed as: BARRY W MASS | P O BOX 5809 FRESNO, CA 93755 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $3 | $21 | 0.01% |
| THERESA NETTO PHILLIPS3 | 6219 S CLARA FRESNO, CA 93706 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $3 | $21 | 0.01% |
| MICHAEL JAMES LANCASTER3 | 22365 EL TORO ROAD LAKE FOREST, CA 92630 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| MICKE MCCORMICK3 | 7 MONSERRAT PLACE FOOTHILL RANCH, CA 92610 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| PATRICA A DUNCAN3 | 520 WHEATFIELD ROAD FRANKLIN, NC 28734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $3 | $14 | 0.00% |
| MICHAEL JAMES LEBRANE3 | 808 EAST 5TH AVENUE SAN MATEO, CA 94402 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $1 | $13 | 0.00% |
| CATHERINE LISA LUKE3 | 4787 W HACIENDA AVENUE CAMPBELL, CA 95008 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $1 | $13 | 0.00% |
| KENNETH B BOYLES3 | P O BOX 7120 THE WOODLANDS, TX 77387 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.00% |
| ROBERT J HUMPHREY3 | 9043 SANDSTONE HOUSTON, TX 77036 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.00% |
| SANDRA SIMS3 | 13750 W COLONIAL DRIVE SUITE 350 WINTER GARDEN, FL 34787 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.00% |
| MARIA D KADALA3 | 1830 N UNIVERSITY DRIVE PLANTATION, FL 33322 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| PLM SOLUTIONS INC3 | 3244 WINTERBERRY CIRCLE MARIETTA, GA 30062 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| BARBBARA J LAKE3 | 226 N HIGH STREET MORRISTOWN, IN 46161 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.00% |
| KYLE RUSSEY3 Filed as: KYLE RUSSEEY | 6921 E WEDGEWOOD AVENUE DAVIE, FL 33331 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | P O BOX 365 POWAY, CA 92074 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.00% |
| JAKORP INC3 | P O BOX 27207 SAN DIEGO, CA 92129 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.00% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.00% |
| WILLIAM RENNARD3 | 3001 ALOMA AVENUE WINTER PARK, FL 32792 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| NORWOOD BENEFIT SERVICES INC3 | 6478 LONG BREEZE ROAD ORLANDO, FL 32810 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN COURT JACKSONVILLE, FL 32224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ADVANCED BENEFIT SYSTEM INC3 | 245 SEVEN FARMS DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BENEFIT CONSULTANTS INC3 | 2105 VESTIVIA LAKE DRIVE BIRMINGHAM, AL 35216 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| THE CLARK GROUP OF SC3 | 589 WINDMERE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND COMPANY | P O BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $51K | $11K | $62K | 42.47% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13K | $13K | $26K | 17.67% |
| NORMAC SOLUTIONS INC3 | 3730 EVEREST DRIVE MONTGOMERY, AL 36106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $3K | $9K | 6.30% |
| CYNTHIA LERNER RUBIN3 Filed as: CYNTHIA P WHALEN | 123 PINE VALLEY DRIVE MIDDLETOWN, DE 19709 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $2K | $5K | 3.55% |
| TULLY AND COMPANY INC3 | 1926 STONE BRIDGE LANE MARIETTA, GA 30064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $799 | $4K | 2.72% |
| CAROLE H WARREN3 | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $699 | $2K | 1.69% |
| BURTON M HERRING JR3 | 1135 ARLINGTON DRIVE BIRMINGHAM, AL 35224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $233 | $2K | 1.21% |
| B V STONE INC3 Filed as: BV STONE INC | 1800 SUNSET HARBOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $252 | $2K | 1.20% |
| CHRISTIAN ANTHONY MALDONADO3 | 1745 HUNTINGTON HILL TRACE NE BUFORD, GA 30519 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $39 | $1K | 0.99% |
| MARYLINE Z ORELLANA3 | 2949 CLIPPER COVE LANE KISSIMEE, FL 34741 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $210 | $1K | 0.90% |
| MITCHELL HECTOR MORALES3 | P O BOX 2532 NORCROSS, GA 30091 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $157 | $1K | 0.89% |
| JUSTIN J MCDONALD3 | 12052 PEPPERMILL LANE PICKERTINGTON, OH 43147 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $993 | $277 | $1K | 0.87% |
| PAMELA COPLE SMITH3 | 4111 HIGHLAND DRIVE SEATTLE, WA 98109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $944 | $143 | $1K | 0.74% |
| ROBERTA DICKINSON3 Filed as: ROBERTA J BAKKEN | 8012 W CORNING ROAD PEOTONE, IL 60468 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $975 | $73 | $1K | 0.71% |
| DALE T BUTLER3 | 15234 REEDS STREET OVERLAND PARK, KS 66223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $800 | $123 | $923 | 0.63% |
| MARIA VERONICA JARQUE3 | 4085 NOBEL DRIVE SUITE 29 SAN DIEGO, CA 92122 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $665 | $138 | $803 | 0.55% |
| CAROL BARNES3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $660 | $122 | $782 | 0.53% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $153 | $565 | $718 | 0.49% |
| ANTONIO JOSE ANGELES3 | 1127 KOCH LANE SAN JOSE, CA 95125 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $609 | $57 | $666 | 0.45% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $361 | $68 | $429 | 0.29% |
| THE WORKSIGHT GROUP LLC3 | 743 PASSAIC AVENUE CLIFFTON, NJ 07012 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $153 | $267 | $420 | 0.29% |
| TANYA WISHARD3 | P O BOX 307 CODORUS, PA 17311 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $294 | $99 | $393 | 0.27% |
| JOSEPH MCDONALD3 | 12052 PEPPERMILL LANE NW PICKERINGTON, OH 43147 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $328 | $44 | $372 | 0.25% |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $344 | $19 | $363 | 0.25% |
| B & B INSURANCE SOLUTIONS INC3 Filed as: B AND B INSURANCE SOLUTIONS INC | 14716 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $118 | $168 | $286 | 0.19% |
| PHILLIP EDWARD HOLSTEIN3 | 5976 PENNINGTON CREEK DRIVE DUBLIN, OH 43016 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $110 | $173 | $283 | 0.19% |
| D'ARCIPRETE & ASSOCIATES INC3 Filed as: D'ARCIPRETE AND ASSOCIATES INC | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $77 | $165 | $242 | 0.16% |
| LAURA B WETT3 | 8194 HYDE AVENUE SOUTH COTTAGE GROVE, MN 55016 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $231 | $6 | $237 | 0.16% |
| MAGNONE FINANCIAL SERVICES CORP3 | 3151 OUTRIGGER AVENUE VENTURA, CA 93001 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $221 | — | $221 | 0.15% |
| THOMAS WAYNE FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $169 | $5 | $174 | 0.12% |
| TODD BOOZER3 Filed as: TODD A BOOZER | 2900 CAHABA ROAD BIRMINGHAM, AL 35223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $129 | $37 | $166 | 0.11% |
| JOEL N NEWMAN AGENCY LLC3 | 12360 LAKE CITY WAY NE SEATTLE, WA 98125 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $79 | $77 | $156 | 0.11% |
| MICAHEL A DUARTE3 | 515 DULL STREET DICKSON, TN 37055 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $92 | $45 | $137 | 0.09% |
| MICHAEL BLOCK3 | 166619 S PINECREEK DRIVE LOCKPORT, IL 60441 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $81 | $54 | $135 | 0.09% |
| ROSE RODRIGUEZ CUEVAS3 | 1675 S FRANKWOOD AVENUE REEDLEY, CA 93654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $111 | $11 | $122 | 0.08% |
| BARBARA J LAKE3 | 226 N HIGH STREET MORRISTOWN, IN 46161 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $114 | $7 | $121 | 0.08% |
| ROBERT DALE ESTES3 | 564 SAGE CIRCLE HIGHLANDS RANCH, CO 80126 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $79 | $2 | $81 | 0.06% |
| DAWN T SUCHECKI3 Filed as: DAWN UPAH | 5211 W 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $48 | $9 | $57 | 0.04% |
| PATRICIA DUNCAN3 | 520 WHEATFIELD ROAD FRANKLIN, NC 28734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $46 | $9 | $55 | 0.04% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVENUE SUITE 112 TORRANCE, CA 90501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $36 | $6 | $42 | 0.03% |
| JAKORP INC3 | P O BOX 27207 SAN DIEGO, CA 92129 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $27 | $13 | $40 | 0.03% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $21 | $39 | 0.03% |
| STEPHEN M HENSS LLC3 | 44 HERSHEY LANE PARKSBURG, PA 19365 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $14 | $38 | 0.03% |
| DAVID MASON DOKELL3 | 127 GREAT POINT DRIVE MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $7 | $36 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | P O BOX 365 POWAY, CA 92074 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $8 | $36 | 0.02% |
| MARC A GROVE3 | 25900 AUTMN WAY ROGERS, MN 55374 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19 | $17 | $36 | 0.02% |
| MICHAEL JAMES LEBRANE3 | 808 EAST 5TH AVENUE SAN MATEO, CA 94402 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | $2 | $28 | 0.02% |
| CATHERINE LISA LUKE3 | 4787 W HACIENDA AVENUE CAMPBELL, CA 95008 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | $2 | $28 | 0.02% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL STREET TAMPA, FL 33629 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.02% |
| LAURIE J BURNS3 | 303 PYLER ROAD INDIAN TRAIL, NC 28079 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $2 | $23 | 0.02% |
| KANSAS BENEFIT COUNSELORS LLC3 | 5211 W 156TH STREET OVERLAND PARK, KS 66224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $4 | $22 | 0.01% |
| SANDRA SIMS3 | 13750 W COLONAIL DRIVE SUITE 350 WINTER GARDEN, FL 34787 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $6 | $22 | 0.01% |
| VOLUNTARY SOLUTIONS INC3 | 191 TELLURIDE STREET BRIGHTON, CO 80601 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $9 | $16 | 0.01% |
| AMY E COHEN3 | 19967 VILLA LANTE PLACE BOCA RATON, FL 33434 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | $2 | $15 | 0.01% |
| HONORIO GUILLERMO AQUINO3 | 15 WATERFALL WAY THE WOODLANDS, TX 77375 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $2 | $13 | 0.01% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | $1 | $11 | 0.01% |
| ELIZABETH LOUISE FENDER3 | 335 S. EMERSON AVENUE INDIANAPOLIS, IN 46219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $1 | $10 | 0.01% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $4 | $8 | 0.01% |
| BARRY W MAAS3 | P O BOX 5809 FRESNO, CA 93755 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.00% |
| THERESA NETTO PHILLIPS3 | 6219 S CLARA FRESNO, CA 93706 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.00% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN COURT JACKSONVILLE, FL 32224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| KYLE RUSSEY3 | 6921 E WEDGEWOOD AVENUE DAVIS, FL 33331 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| CALVON Y BUCZKOWSKI3 | 2608 TALL MAPLE LOOP OCOEE, FL 34761 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| WORSITE BENEFITS SOLUTION LLC3 | 323 PLEASANT STREET KISSIMMEE, FL 34741 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| ROBERT J HUMPHREY3 | 9043 SANDSTONE HOUSTON, TX 77036 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| STACEY DIANE QUANCE3 | 5682 RIVER OAKS PLACE ATLANTA, GA 30327 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER INC | 11330 LAKEFIELD DRIVE BUILDING 1 JOHNS CREEK, GA 30097 | VISION SERVICE PLAN | $3K | — | $3K | 2.42% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND COMPANY | P O BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9K | $2K | $11K | 41.84% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $2K | $5K | 17.65% |
| NORMAC SOLUTIONS INC3 | 3730 EVEREST DRIVE MONTGOMERY, AL 36106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $489 | $2K | 6.44% |
| CAROLE H WARREN3 | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $696 | $274 | $970 | 3.67% |
| MITCHELL HECTOR MORALES3 | P O BOX 2532 NORCROSS, GA 30091 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $720 | $98 | $818 | 3.09% |
| CYNTHIA LERNER RUBIN3 Filed as: CYNTHIA P WHALEN | 123 PINE VALLEY DRIVE MIDDLETOWN, DE 19709 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $493 | $205 | $698 | 2.64% |
| BURTON M HERRING JR3 | 1135 ARLINGTON DRIVE BIRMINGHAM, AL 35224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $469 | $71 | $540 | 2.04% |
| TULLY AND COMPANY INC3 | 1926 STONE BRIDGE LANE MARIETTA, GA 30064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $419 | $104 | $523 | 1.98% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $324 | $61 | $385 | 1.46% |
| PAMELA COPLE SMITH3 | 411 HIGHLAND DRIVE SEATTLE, WA 98109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $200 | $30 | $230 | 0.87% |
| B V STONE INC3 Filed as: BV STONE INC | 1800 SUNSET HARBOOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $162 | $27 | $189 | 0.71% |
| ELAINE G EVERETT3 | P O BOX 1312 LA MIRADA, CA 90637 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $164 | — | $164 | 0.62% |
| MANGONE FINANCIAL SERVICES CORP3 | 3151 OUTRIGGER AVENUE VENTURA, CA 93001 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $134 | — | $134 | 0.51% |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $107 | $6 | $113 | 0.43% |
| ROBERTA DICKINSON3 Filed as: ROBERTA J BAKKEN | 8012 W CORNING ROAD PEOTONE, IL 60468 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $100 | $7 | $107 | 0.40% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $76 | $97 | 0.37% |
| D'ARCIPRETE & ASSOCIATES INC3 Filed as: D'ARCIPRETE AND ASSOCIATES INC | 12945 U S HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $25 | $53 | $78 | 0.29% |
| MARYLINE Z ORELLANA3 | 2949 CLIPPER COVE LANE KISSIMEE, FL 34741 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $58 | $11 | $69 | 0.26% |
| THE WORKSIGHT GROUP LLC3 Filed as: THE WORKSIGHT GOUP LLC | 743 PASSAIC AVENUE CLIFTON, NJ 07012 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $36 | $57 | 0.22% |
| TODD BOOZER3 Filed as: TODD A BOOZER | 2900 CAHABA ROAD BIRMINGHAM, AL 35223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $41 | $12 | $53 | 0.20% |
| THOMAS WAYNE FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $40 | $1 | $41 | 0.16% |
| CHRISTIAN ANTHONY MALDONADO3 | 1745 HUNTINNGTON HILL TRACE BUFORD, GA 30519 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $40 | $1 | $41 | 0.16% |
| LAURIE J BURNS3 | 303 PLYLER ROAD INDIAN TRAIL, NC 28079 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $3 | $35 | 0.13% |
| JOEL N NEWMAN AGENCY LLC3 | 12360 LAKE CITY WAY NE SEATTLE, WA 98125 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | $16 | $33 | 0.12% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $13 | $24 | 0.09% |
| CAROL BARNES3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $3 | $18 | 0.07% |
| MICHAEL BLOCK3 | 16619 S PINECREEK DRIVE LOCKPORT, IL 60441 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $5 | $13 | 0.05% |
| DAVID MASON DOKELL3 | 127 GREAT POINT DRIVE MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $2 | $11 | 0.04% |
| ELIZABETH LOUISE FENDER3 | 335 S EMERSON AVENUE INDIANAPOLIS, IN 46219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $1 | $10 | 0.04% |
| B & B INSURANCE SOLUTIONS INC3 Filed as: B AND B INSURANCE SOLUTIONS INC | 14716 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $5 | $8 | 0.03% |
| MICHAEL JAMES LANCASTER3 | 22365 EL TORO ROAD LAKE FOREST, CA 92630 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| MIKE MCCORMICK3 | 7 MONSERRAT PLACE FOOTHILL RANCH, CA 92610 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| MICHAEL A DUARTE3 | 515 DULL STREET DICKSON, TN 37055 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.03% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: J SMITH LANIER AND COMPANY | 11330 LAKEFIELD DRIVE BUILDING 1 SUITE 100 DULUTH, GA 30097 | DELTA DENTAL INSURANCE COMPANY | $1K | — | $1K | 7.32% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX INC EIN 33-0441200 PHARMACY BENEFIT MGMT | Float revenue; Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $2.5M |
| UMR INC EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | — | $514K |
| J SMITH LANIER AND COMPANY EIN 58-1513334 BROKER | Other commissions Service code 55 | — | $58K |
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 | 927 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 13 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 952 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMAPNY | 1,691 | $997K |
| Vision | VISION SERVICE PLAN | 907 | $120K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 1,101 | $785K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 1,101 | $785K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 1,101 | $785K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 833 | $1.5M |
| Other(3 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 434 | $467K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,691 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.