| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SERVICES USA | PO BOX 201503 DALLAS, TX 75320 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $29K | $29K | 10.00% |
| BARRETT L PATTERSON3 | PO BOX 10641 RALEIGH, NC 27605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $1K | $15K | 9.59% |
| HUGH S JONES3 | 4116 STARBOARD CT RALEIGH, NC 27613 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $786 | — | $786 | 0.51% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $321 | $144 | $465 | 0.30% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $286 | $118 | $404 | 0.26% |
| G C WILSON & COMPANY3 Filed as: GC WILSON & CO INC | 2300 TYSON ST RALEIGH, NC 27612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $297 | — | $297 | 0.19% |
| FRED RAAB3 | 1001 RIVERMEAD LANE WAKE FOREST, NC 27587 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $287 | — | $287 | 0.19% |
| PIERCE GROUP BENEFITS LLC | 4928 LINKSLAND DR HOLLY SPRINGS, NC 27540 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $263 | — | $263 | 0.17% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $164 | $44 | $208 | 0.14% |
| ROBERT TAYLOR GROUP INC3 | PO BOX 2000 WINTERVILLE, NC 28590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | — | $132 | 0.09% |
| LYNN GARRETT3 Filed as: LYNN C GARRETT | 900 CAROLINA AVE DURHAM, NC 27705 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | — | $125 | 0.08% |
| MICHAEL C. PEVEAR3 Filed as: MICHAEL C PEVEAR | 907 NASH ST NW WILSON, NC 27893 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | — | $84 | 0.05% |
| MICHAEL L COUSINS3 | PO BOX 327 GARNER, NC 27529 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.04% |
| JENNIFER GOLE3 | 261 WHALEY RD PENINSULA, OH 44264 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.02% |
| RICHARD RAMEY3 Filed as: RICHARD THARRINGTON | 1053 BULLARD COURT RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| FRED PARKER3 | 216 ST. CROIX COURT GREET, 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% |
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 | 771 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 771 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 771 | $292K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 142 | $153K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 771 | $292K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 771 | $292K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 771 | — |
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.