| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID GOOGE3 Filed as: DAVID W. GOOGE | 723 COLISEUM DRIVE SUITE 202 WINSTON-SALEM, NC 27106 | AETNA LIFE INSURANCE COMPANY | $17K | — | $17K | 9.97% |
| GLENN ZIMMERMAN INC3 Filed as: GLENN ZIMMERMAN INC. | 1510 HIGH ROCK ROAD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $810 | $8K | 6.60% |
| SALEM BENEFITS GROUP INC3 Filed as: SALEM BENEFITS GROUP, INC. | 2990 BETHESDA PLACE SUITE 603-E WINSTON-SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 4.74% |
| TODD GERALD GECEWICZ3 Filed as: TODD G. GECEWICZ | 1214 WHITMAN DRIVE CREEDMOOR, NC 27522 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $815 | — | $815 | 0.63% |
| WORKSITE BENEFIT SERVICES3 | 1214 WHITMAN DRIVE CREEDMOOR, NC 27522 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $608 | — | $608 | 0.47% |
| DONNA N DWYER3 Filed as: DONNA N. DWYER | 1540 WESTBROOK PLAZA DRIVE WINSTON-SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $394 | $198 | $592 | 0.46% |
| PHIL COLEMAN3 | 18908 RIVERWIND LANE DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | — | $183 | 0.14% |
| JOHN J SWIDERSKI3 | 3316 SINGLELEAF LANE RALEIGH, NC 27616 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $156 | — | $156 | 0.12% |
| PETER MICHAEL FOLEY JR3 Filed as: PETER M. FOLEY, JR. | 150 PAMPLICO LANE MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $128 | — | $128 | 0.10% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | — | $64 | 0.05% |
| GAIL STEWART GOLD3 Filed as: GAIL S. GOLD | 11919 SUNFLOWER LANE RICHMOND, VA 23236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.02% |
| MELODIE M MCDANIEL3 Filed as: MELODIE M. MCDANIEL | 16 DIVISION STREET CANTON, NC 28716 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.02% |
| LEON MARTIN3 | 1520 MARTIN STREET WINSTON-SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| BB&T INSURANCE SERVICES, INC.3 | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT, INC. | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| KJELL T TERRELL3 Filed as: KJELL T. TERRELL | 327 GOLF COURSE DRIVE RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| PATRICIA L CARON3 Filed as: PATRICIA L. CARON | 190 TESUQUE VILLAGE ROAD SANTA FE, NM 87506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFITS, INC. | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 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 | 732 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 732 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AETNA LIFE INSURANCE COMPANY | 732 | $172K |
| Short-term disability(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 732 | $300K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 732 | $172K |
| Other | AETNA LIFE INSURANCE COMPANY | 732 | $172K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 732 | — |
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.