| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SERVICES USA | PO BOX 203510 DALLAS, TX 75320 | SUN LIFE ASSURANCE COMPANY OF CANADA | $28K | — | $28K | 9.95% |
| BARRETT L PATTERSON3 | PO BOX 10641 RALEIGH, NC 27605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $2K | $17K | 10.21% |
| HUGH S JONES3 | 4116 STARBOARD CT RALEIGH, NC 27613 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $428 | — | $428 | 0.26% |
| FRED RAAB3 | 2904 DUNHAVEN DR GARNER, NC 27529 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $335 | — | $335 | 0.20% |
| G C WILSON & COMPANY3 Filed as: GC WILSON & CO INC | 2300 TYSON ST RALEIGH, NC 27612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $321 | — | $321 | 0.20% |
| PIERCE GROUP BENEFITS LLC3 | 4928 LINKSLAND DR HOLLY SPRINGS, NC 27540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $288 | — | $288 | 0.18% |
| MICHAEL C. PEVEAR3 Filed as: MICHAEL C PEVEAR | 907 NASH ST NW WILSON, NC 27893 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $167 | — | $167 | 0.10% |
| ROBERT TAYLOR GROUP INC3 | PO BOX 2000 WINTERVILLE, NC 28590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $149 | — | $149 | 0.09% |
| LYNN GARRETT3 Filed as: LYNN C GARRETT | 900 CAROLINA AVE DURHAM, NC 27705 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $133 | — | $133 | 0.08% |
| MICHAEL L COUSINS3 | PO BOX 327 GARNER, NC 27529 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | — | $96 | 0.06% |
| BENEFITS COUNT INC3 | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $22 | $52 | 0.03% |
| JENNIFER GOLE3 | 261 WHALEY RD PENINSULA, OH 44264 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.03% |
| ARTHUR WAYNE JORDAN JR Filed as: ARTHUR WAYNE JORDAN JR. | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $11 | $38 | 0.02% |
| RICHARD RAMEY3 Filed as: RICHARD THARRINGTON | 1053 BULLARD CT RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| FRED PARKER3 | 216 ST. CROIX CT GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| THE ADAMSON GROUP INC3 | 344 SUMMERSET DR CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| RAYMOND N MILLS | 140 VWERRAZANO PL CLAYTON, NC 27520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLS FARGO INSURANCE SERVICES USA ADVISER | Claims processing Service code 12 | PO BOX 203510 DALLAS, TX 75320 | $6K |
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 | 761 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 761 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 761 | $277K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 151 | $164K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 761 | $277K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 761 | $277K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 761 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.