| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBERT W. FOXWORTH INC3 Filed as: ROBERT W FOXWORTH INC | 529 CAYMAN AVENUE HOLLY SPRINGS, NC 27540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21K | $7K | $28K | 9.54% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $877 | $3K | 1.08% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $175 | $2K | 0.65% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $639 | $38 | $677 | 0.23% |
| MARIA VERONICA JARQUE3 | 4085 NOBEL DR # 29 SAN DIEGO, CA 92122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $399 | $79 | $478 | 0.16% |
| TODD GERALD GECEWICZ3 | 1214 WHITMAN DR CREEDMOOR, NC 27522 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $453 | — | $453 | 0.15% |
| PATRICIA L CARON3 | 190 TESUQUE VILLAGE ROAD SANTE FE, NM 87506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $403 | — | $403 | 0.14% |
| WORKSITE BENEFIT SERVICES3 | 1214 WHITMAN DR CREEDMOOR, NC 27522 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $284 | — | $284 | 0.10% |
| JOSEPH MCDONALD3 | 12052 PEPPERMILL LANE NW PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $242 | — | $242 | 0.08% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $150 | $53 | $203 | 0.07% |
| PARRISH J PEACHEE3 | 136 NORTH UNION STREET WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | $2 | $137 | 0.05% |
| EDGHILL ENTERPRISES LLC3 Filed as: EDGHILL ENTERPRISES LIC | 3403 E SEEBLING MILE RD GRAND ISLAND, NE 68801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $124 | $12 | $136 | 0.05% |
| RIAZ W RAMJATTANSINGH3 | 2001 PALM BEACH LAKES BLVD WEST PALM BEACH, FL 33409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | — | $112 | 0.04% |
| MARY-JOYCE LICATA3 | 24 CORIANDER LN NORTH KINGSTOWN, RI 02852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | — | $104 | 0.03% |
| JORDANO GROUP INC3 | 12751 ORANGE BLVD WEST PALM BEACH, FL 33412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | — | $91 | 0.03% |
| MARYLINE Z ORELLANA3 | 2949 CLIPPER COVE LANE KISSIMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $2 | $85 | 0.03% |
| KEENA S GEORGE3 | 6367 STARTOWN RD MAIDEN, NC 28650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | — | $75 | 0.03% |
| MARY KATHERINE TORRENCE3 | 51 MAGNOLIA STREET MALDEN, MA 02148 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.02% |
| DAN YAARY3 | 1910 INDIAN WOOD CIRCLE MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.02% |
| LATINSURANCE INC3 | 969 HIGH POINT LOOP LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.02% |
| JAMES M EANES3 | 1700 E JACKSON ST PENSACOLA, FL 32501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $11 | $50 | 0.02% |
| JUSTIN J MCDONALD3 | 12052 PEPPERMILL LANE PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | — | $43 | 0.01% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $2 | $43 | 0.01% |
| ROSE RODRIQUEZ CUEVAS3 | 1675 S FRANKWOOD AVE REEDLEY, CA 93654 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.01% |
| LAURIE J BURNS3 | 303 PLYLER RD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.01% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $22 | $28 | 0.01% |
| EDWARD H SPATER3 | PO BOX 351 EAST BROOKFELD, MA 01515 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.01% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $2 | $27 | 0.01% |
| VIRGINIA LEDER-CLARK3 | 5213 MARSHALL CRK FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.01% |
| KENNETH WAYNE BROWNELL3 | 3505 WEST CLARK RD DEWITT, MI 48820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| THOMAS E LEONARD JR3 | 155 OAKRIDGE UNIONVILLE, CT 06085 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.01% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT ROAD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | P 0 BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $4 | $18 | 0.01% |
| THE WORKSIGHT GROUP LLC3 Filed as: THE WORKSIGHT GROUP LIC | 6 ELM ST MADISON, NJ 07940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $10 | $16 | 0.01% |
| JAKORP INC3 | PO BOX 27207 SAN DIEGO, CA 92198 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| KIMBERLY AMORE COSTELLO3 | 26183 BIRCHCREST DRIVE CHESTERFIELD, MI 48051 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.00% |
| LINDA B ALLEN3 | 110 MOUNTAIN VIEW DR ROCKY MOUNT, VA 24151 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| COLLEEN A VOGAN3 | 5018 COBBLESTONE COURT ELLICOTT CITY, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| CHAUNDRA F MILES-WALKER3 | 11415 NEWGATE CREST DRIVE RIVERVIEW, FL 33579 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| WILLIAM RICHARD KYZER3 | PO BOX 8213 HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: ARTHUR R WILLIS III | 18 HUNTINGTON DR RUMFORD, RI 02916 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| KEVIN MURPHY3 Filed as: KEVIN ARMSTRONG INSURANCE INC | 4027 WEST FAIDLEY GRAND ISLAND, NE 68803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $4 | $9 | 0.00% |
| MICHAEL A DUARTE3 | 515 DULL STREET DICKSON, TN 37055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.00% |
| TONI JACKSON3 | 17341 BIRCHCREST DETROIT, MI 48221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| PNC FINANCIAL ENTERPRISES INC3 | 1841 N SHERRY DR ATLANTIC BEACH, FL 32233 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| JACQUELINE BARTHELEMY3 Filed as: JACQUELINE MARIE STUEMKY | 10208 MIDDLE DARLEEN LEANDER, TX 78641 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| L H FINANCIAL SERVICES INC3 | 6695 HIDDEN BROOK TRL COLLEGE PARK, GA 30349 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| SHARON SIMPSON MCCLENDON3 | 4207 TURKEY CREEK RD PLANT CITY, FL 33567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| TIFFANIE MARIE UNDERWOOD3 | 51192 SHELBY ROAD SHELBY TOWNSHIP, MI 48316 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| DENNIS L HUMPHREY3 | 3114 BROOKHAVEN COURT DEER PARK, TX 77536 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CONNIE SIGNE FENT3 | 9900 WILBUR MAY PKWY RENO, NV 89521 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $2 | $3 | 0.00% |
| JOHN J SWIDERSKI3 | 3316 SINGLELEAF LANE RALEIGH, NC 27616 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| APRIL MECHATTO3 | 123 BAYOU CIRCLE GULFPORT, MS 39507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| WAYNE RIMMER3 | 7454 FARMERS RD PENSACOLA, FL 32526 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CLAUDIA MARABOTO3 | 130 TIERRA MONTANOSA RANCHO SANTO MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| PENELOPE DEAN KENNY3 | 3555 S OCEAN BLVD APT 215 S PALM BEACH, FL 33480 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| FELTER INC3 | 5403 COMMONWEALTH AVE WESTERN SPRINGS, IL 60558 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| KIMBERLY FERGUSON3 | 4059 LOMAR DRIVE MT AIRY, MD 21771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BERNARD ALAN NASH3 | 2628 WESTHAVEN PLACE LYNCHBURG, VA 24501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BARRETT L PATTERSON3 | PO BOX 10641 RALEIGH, NC 27605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTIMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| THOMAS MARTIN LEVINSTEIN3 | 16 PHEASANT LANE ALISO VIEJO, CA 92656 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| PATRICIA REED3 | 22500 LUCERNE DR SOUTHFIELD, MI 48075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DONNA ROSS SMITH3 | 2632 JUDES FERRY RD POWHATAN, VA 23139 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GAIL STEWART GOLD3 | 11919 SUNFLOWER LANE RICHMOND, VA 23236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| CRAIG L SCHROEDER3 | 7517 W HICKORY RD HICKORY CORNERS, MI 49060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| EVELYN GARCIA3 | 55 BROADWAY NEW YORK, NY 10028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| SARA SORENSEN-CONNICK3 | 8547 E. ARAPAHOE GREENWOOD VILLAGE, CO 80112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| BENEFITS COORDINATOR3 | 29448 TOURS STREET LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| MOSAIC GROUP SERVICES3 | PO BOX 2291 DURHAM, NC 27702 | USABLE LIFE | $982 | — | $982 | 5.00% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | THE PAUL REVERE LIFE INSURANCE COMPANY | $145 | $54 | $199 | 8.11% |
| ROBERT W. FOXWORTH INC3 Filed as: ROBERT W FOXWORTH INC | 529 CAYMAN AVENUE HOLLY SPRINGS, NC 27540 | THE PAUL REVERE LIFE INSURANCE COMPANY | $87 | — | $87 | 3.54% |
| DAVID J ROBERTS3 | 167 NEVINS ROAD HENRIETTA, NY 14467 | THE PAUL REVERE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.41% |
| PARRISH J PEACHEE3 | 136 NORTH UNION STREET WESTFIELD, IN 46074 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.24% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.24% |
| TODD GERALD GECEWICZ3 | 1214 WHITMAN DR CREEDMOOR, NC 27522 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.20% |
| VIRGINIA LEDER-CLARK3 | 5213 MARSHALL CRK FLOWER MOUND, TX 75028 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.12% |
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 | 1,437 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,437 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 1,111 | $339K |
| Dental | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 1,111 | $339K |
| Vision | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 707 | $56K |
| Life insurance(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 692 | $320K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 489 | $300K |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 193 | $39K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 1,111 | $339K |
| Other | USABLE LIFE | 692 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,111 | — |
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."
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.