| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBERT W. FOXWORTH INC3 Filed as: ROBERT W FOXWORTH INC | 217 BRANCHSIDE LANE HOLLY SPRINGS, NC 27540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20K | $3K | $24K | 7.47% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 1.38% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $94 | $2K | 0.56% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK RD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $737 | $69 | $806 | 0.25% |
| TODD GERALD GECEWICZ3 | 830 RED HAWK CT FUQUAY VARINA, NC 27526 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $650 | — | $650 | 0.20% |
| PATRICIA L CARON3 | 190 TESUQUE VILLAGE ROAD SANTE FE, NM 87506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $348 | — | $348 | 0.11% |
| PARRISH J PEACHEE3 | 109 N UNION STREET WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $170 | $5 | $175 | 0.05% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $55 | $172 | 0.05% |
| JOSEPH MCDONALD3 | 12052 PEPPERMILL LANE NW PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 0.05% |
| MARIA VERONICA JARQUE3 | 701 WRELTON DR SAN DIEGO, CA 92109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $99 | $18 | $117 | 0.04% |
| JORDANO GROUP INC3 | 12751 ORANGE BLVD WEST PALM BEACH, FL 33412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | — | $83 | 0.03% |
| MARY-JOYCE LICATA3 | 24 CORIANDER LN NORTH KINGSTOWN, RI 02852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | — | $77 | 0.02% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTIMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $26 | $73 | 0.02% |
| KEENA S GEORGE3 | 6367 STARTOWN RD MAIDEN, NC 28650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | — | $66 | 0.02% |
| EDGHILL ENTERPRISES LLC3 | 1420 WEST Q ST LINCOLN, NE 68528 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | — | $57 | 0.02% |
| LATINSURANCE INC3 | 969 HIGHPOINT LOOP LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 0.01% |
| LINDA B ALLEN3 | 110 MOUNTAIN VIEW DR ROCKY MOUNT, VA 24151 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.01% |
| DAN YAARY3 | 1910 INDIAN WOOD CIRCLE MAUMEE, OH 43537 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.01% |
| ROSE RODRIQUEZ CUEVAS3 | 1675 S FRANKWOOD AVE REEDLEY, CA 93654 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.01% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| LAURIE J BURNS3 | 303 PLYLER RD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.01% |
| VIRGINIA LEDER-CLARK3 | 5213 MARSHALL CRK FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.01% |
| EDWARD H SPATER3 | PO BOX 351 EAST BROOKFIELD, MA 01515 | 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% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| KENNETH WAYNE BROWNELL3 | 3940 WRANGLER ROAD EAST LANSING, MI 48823 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| THOMAS E LEONARD JR3 | 155 OAKRIDGE UNIONVILLE, CT 06085 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| MARYLINE Z ORELLANA3 | 2949 CLIPPER COVE LANE KISSIMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| KIMBERLY AMORE COSTELLO3 | 26183 BIRCHCREST DRIVE CHESTERFIELD, MI 48051 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| CHAUNDRA F MILES-WALKER3 | 11415 NEWGATE CREST DRIVE RIVERVIEW, FL 33579 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| COLLEEN A VOGAN3 | 5018 COBBLESTONE COURT ELLICOTT CITY, MD 21043 | 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% |
| BRANDON MARCELLO CENTO3 | 7060 OAKBAY DRIVE NOBLESVILLE, IN 46062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $5 | $9 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: ARTHUR R WILLIS III | 18 HUNTINGTON DR RUMFORD, RI 02916 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| JUSTIN J MCDONALD3 | 12052 PEPPERMILL LANE PICKERINGTON, OH 43147 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| PNC FINANCIAL ENTERPRISES INC3 | 1841 N SHERRY DR ATLANTIC BEACH, FL 32233 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| RIAZ W RAMJATTANSINGH3 | 2001 PALM BEACH LAKES BLVD WEST PALM BEACH, FL 33409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| TONI JACKSON3 | 17341 BIRCHCREST DETROIT, MI 48221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| ARDENA L MCVICKER3 | 73 KATYDID LANE MORGANTOWN, PA 19543 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.00% |
| MARY KATHERINE TORRENCE3 | 51 MAGNOLIA STREET MALDEN, MA 02148 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.00% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $3 | $4 | 0.00% |
| DENNIS L HUMPHREY3 | 3114 BROOKHAVEN COURT DEER PARK, TX 77536 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| SHARON SIMPSON MCCLENDON3 | 4207 TURKEY CREEK RD PLANT CITY, FL 33567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | P O BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| APRIL MECHATTO3 | 123 BAYOU CIRCLE GULFPORT, MS 39507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BARRETT L PATTERSON3 | PO BOX 10641 RALEIGH, NC 27605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| JAKORP INC3 | PO BOX 27207 SAN DIEGO, CA 92198 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| TIFFANIE MARIE UNDERWOOD3 | 51192 SHELBY ROAD SHELBY TOWNSHIP, MI 48316 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| THE WORKSIGHT GROUP LLC3 | 6 ELM ST MADISON, NJ 07940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| BERNARD ALAN NASH3 | 2628 WESTHAVEN PLACE LYNCHBURG, VA 24501 | 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% |
| JACQUELINE BARTHELEMY3 Filed as: JACQUELINE MARIE STUEMKY | 10208 MIDDLE DARLEEN LEANDER, TX 78641 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JOHN J SWIDERSKI3 | 3316 SINGLELEAF LANE RALEIGH, NC 27616 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| L H FINANCIAL SERVICES INC3 | 6695 HIDDEN BROOK TRL COLLEGE PARK, GA 30349 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MICHAEL A DUARTE3 | 515 DULL STREET DICKSON, TN 37055 | 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% |
| PENELOPE ELLEN DEAN3 | 3555 S OCEAN BLVD APT 215 S PALM BEACH, FL 33480 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BENEFITS COORDINATOR3 | PO BOX 727 ARTESIA, CA 90702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| GAIL STEWART GOLD3 | 11919 SUNFLOWER LANE RICHMOND, VA 23236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| THOMAS MARTIN LEVINSTEIN3 | 16 PHEASANT LANE ALISO VIEJO, CA 92656 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| MOSAIC GROUP SERVICES3 | PO BOX 2291 DURHAM, NC 27702 | USABLE LIFE | $1K | — | $1K | 5.00% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | THE PAUL REVERE LIFE INSURANCE COMPANY | $46 | $13 | $59 | 4.62% |
| ROBERT W. FOXWORTH INC3 Filed as: ROBERT W FOXWORTH INC | 217 BRANCHSIDE LANE HOLLY SPRINGS, NC 27540 | THE PAUL REVERE LIFE INSURANCE COMPANY | $33 | — | $33 | 2.58% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | THE PAUL REVERE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.70% |
| DAVID J ROBERTS3 | 167 NEVINS ROAD HENRIETTA, NY 14467 | THE PAUL REVERE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.55% |
| TODD GERALD GECEWICZ3 | 830 RED HAWK CT FUQUAY VARINA, NC 27526 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.31% |
| PARRISH J PEACHEE3 | 109 N UNION STREET WESTFIELD, IN 46074 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.23% |
| VIRGINIA LEDER-CLARK3 | 5213 MARSHALL CRK FLOWER MOUND, TX 75028 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.08% |
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 | 781 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 781 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 725 | $60K |
| Life insurance(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 719 | $340K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 492 | $320K |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 205 | $39K |
| Other | USABLE LIFE | 719 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 725 | — |
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.