| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FRANCES LYNN MCCARTER3 | 10331 LINKSLAND DR HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 6.51% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: UNHUI KIM BROWN | PO BOX 1722 DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.52% |
| WILLIAM T MILLER3 | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $106 | $1K | 1.03% |
| GAIL D GOODEN CORP3 | 60 SPRING TRAIL CT ST CHARLES, MO 63303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $779 | $112 | $891 | 0.80% |
| DONNA N DWYER3 | 1495 RYMCO DRIVE WINSTON SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $697 | $96 | $793 | 0.71% |
| PHIL COLEMAN3 | 18908 RIVERWIND LN DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $625 | — | $625 | 0.56% |
| JOANNE K ROY3 Filed as: JOANNE K. ROY | 5500 TURKEY OAK DRIVE MINT HILL, NC 28227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $434 | $110 | $544 | 0.49% |
| ERIKA ROBERTS-POE3 | 2146 STONE PILE DR. SW CONCORD, NC 28025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $422 | — | $422 | 0.38% |
| JOHN L MORRIS3 | 117 ALLISON STREET FORT MILL, SC 29715 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $379 | $0 | $379 | 0.34% |
| TONI E STEED LLC3 | 11218 WARFIELD AVE HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $195 | $2 | $197 | 0.18% |
| JASON BRINK3 Filed as: JASON BRINK LLC | 1931 LAKEHURST DR. ST. LOUIS, MO 63146 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $101 | $188 | 0.17% |
| PAUL STANLEY JR3 | 5264 INTERNATIONAL BLVD NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | $67 | $171 | 0.15% |
| PATRICK EDWARD WHITE3 | 535 PLAYERS RIDGE RD HICKORY, NC 28601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | $13 | $101 | 0.09% |
| JENNIFER ROWLAND3 | 205 N. SUNSET BLVD CAPE GIRARDEAU, MO 63701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | $8 | $90 | 0.08% |
| HOLLY BETH HUNTER3 | 559 ELM CROSSING CT BALLWIN, MO 63021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | — | $85 | 0.08% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $44 | $79 | 0.07% |
| KATHRYN D KETTER3 Filed as: KATHRYN KETTER | 211 GLEN ABBEY DR CARY, NC 27513 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $1 | $55 | 0.05% |
| JO ANN PANTALONE3 Filed as: ANN M WEST | 1600 MIDAMERICA ST. UNIT 1613 PERRYVILLE, MO 63775 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.03% |
| GCG FINANCIAL LLC3 Filed as: RAYMOND M DICKERSON | 109 ROCHESTER RD EASLEY, SC 29640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.03% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.02% |
| LAWRENCE A SCHRADER3 | 5631 CHALET FOREST DRIVE ST. LOUIS, MO 63129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.02% |
| KC BENEFITS LLC3 | 2376 DUNWOODY CROSSING ATLANTA, GA 30338 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $1 | $20 | 0.02% |
| DW YOUNG AGENCY INC3 | 347 CHURCH ROAD STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| BARNETT BENEFITS GROUP INC3 | 101 BARNETT RD LONOKE, AR 72086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.02% |
| TED L RAAB3 | 207 TIFFANY CIRCLE GARNER, NC 27529 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.02% |
| JAMES W ENGRAM3 | PO BOX 11699 COLUMBIA, SC 29211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.02% |
| KORY L ALBRECHT3 Filed as: KORY LANE ALBRECHT | 5 ANNA DRIVE SAINT CHARLES, MO 63304 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $9 | $16 | 0.01% |
| DAVID UNDERWOOD3 | PO BOX 32694 CHARLOTTE, NC 28232 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| JOSEPH NISWONGER3 | 787 VAIL DR JACKSON, MO 63755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $2 | $13 | 0.01% |
| MAYNARD BENEFITS GRP INC3 | PO BOX 9115 NORTH MYRTLE BEACH, SC 29582 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| GREGORY EMANUEL PROVENZANO3 | 17523 SHEARER RD DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 19 EAST 200 SOUTH SALT LAKE CITY, UT 84111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| DELLA LISKO DILLON3 | 103 RIDGELAND DRIVE MAUMELLE, AR 72113 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| JOHN W NISWONGER3 | 525 COUNTY RD 233 CAPE GIRARDEAU, MO 63701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $3 | $8 | 0.01% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT LI INC | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.00% |
| RICHARD D SCHOOLEY3 | 563 BALLAS PARK DRIVE ST LOUIS, MO 63122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| ROBERT E. HAAG III3 Filed as: ROBERT E HAAG LII | 650 N 11TH STREET BREESE, IL 62230 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| AYB BENEFITS INC3 | 3620 ROSETREE CT LILBURN, GA 30047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MELISSA L GEORGE & ASSOCIATES LLC3 | 2905 E POINT STREET EAST POINT, GA 30344 | 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% |
| GRADY RANDALL GULLETT3 | PO BOX 60 HATTIEVILLE, AR 72063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GINGER MULLINS & COMPANY INC3 | 1 WEATHERSTONE PT. LITTLE ROCK, AR 72211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SANTE CONCEPTS INC3 | 94 BARTLETT WAY DALLAS, GA 30157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| FRED RAAB3 | 1001 RIVERMEAD LANE WAKE FOREST, NC 27587 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GARY M HARDEMAN3 | 16810 CORALBEND DR HOUSTON, TN 77095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| PATTI A VINCENT3 | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| FRANCES LYNN MCCARTER3 | 10331 LINKSLAND DR HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $873 | — | $873 | 3.77% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: UNHUI KIM BROWN | PO BOX 1722 DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $306 | — | $306 | 1.32% |
| JOHN L MORRIS3 | 117 ALLISON STREET FORT MILL, SC 29715 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $174 | — | $174 | 0.75% |
| TONI E STEED LLC3 | 11218 WARFIELD AVE HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | $2 | $164 | 0.71% |
| PHIL COLEMAN3 | 18908 RIVERWIND LANE DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | — | $116 | 0.50% |
| DONNA N DWYER3 | 1495 RYMCO DRIVE WINSTON SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $5 | $114 | 0.49% |
| WILLIAM T MILLER3 | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.22% |
| EDGHILL ENTERPRISES LLC3 | 7811 FRAMTON RD LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.08% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.06% |
| GCG FINANCIAL LLC3 Filed as: RAYMOND M DICKERSON | 109 ROCHESTER RD EASLEY, SC 29640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.04% |
| MAYNARD BENEFITS GRP INC3 | 3701 ON DECK CIRCLE LITTLE RIVER, SC 29566 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.04% |
| JOSEPH NISWONGER3 | 787 VAIL DR JACKSON, MO 63755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.03% |
| JAMES W ENGRAM3 | PO BOX 11699 COLUMBIA, SC 29211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.03% |
| THE ADAMSON GROUP INC3 | 344 SUMMERSET DR CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| NIKGREJESKEN INC3 | 818 MISSILE BASE RD JUDSONIA, AR 72081 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| NIKGREJESKEN INC3 Filed as: NIKGREJESKEN INC. | 818 MISSILE BASE RD. JUDSONIA, AR 72081 | 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 | 214 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 214 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 142 | $135K |
| Life insurance(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 142 | $135K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 142 | $135K |
| Other(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 142 | $135K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 142 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.