| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FRANCES LYNN MCCARTER3 | 10331 LINKSLAND DRIVE HUNTERSVILLE, NC 28076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $468 | $16K | 13.82% |
| UN HUI SMITH3 | P.O. BOX 1722 DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $320 | $5K | 4.05% |
| WILLIAM T MILLER3 Filed as: WILLIAM T. MILLER | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $373 | $2K | 1.95% |
| TONI E STEED LLC3 Filed as: TONI E. STEED LLC | 11218 WARFIELD AVE HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $445 | $2K | 1.74% |
| DONNA N DWYER3 Filed as: DONNA N. DWYER | 1540 WESTBROOK PLAZA DRIVE WINSTON SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $264 | $1K | 1.24% |
| ANN W. WEST3 | 3377 B HWY E PERRYVILLE, MO 63775 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $86 | $1K | 1.12% |
| JENNIFER BELL3 | 704 LONGSHADOW TRAIL SW SMYRNA, GA 30082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $926 | $128 | $1K | 0.94% |
| PHIL COLEMAN3 | 18908 RIVERWIND LANE DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.93% |
| ERIKA ROBERTS-POE3 | 4768 MYERS LANE HARRISBURG, NC 28075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $845 | $115 | $960 | 0.85% |
| DERREK G DETJENS3 Filed as: DERREK GENE DETJENS | 702 ILLINOIS AVENUE COLLINSVILLE, IL 62234 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $804 | — | $804 | 0.72% |
| PAUL STANLEY JR3 Filed as: PAUL STANLEY, JR. | 5264 INTERNATIONAL BLVD. NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $236 | $259 | $495 | 0.44% |
| LASHAUN BRAWLEY3 | 1504 CONGAREE ROAD HOPKINS, SC 29061 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $427 | — | $427 | 0.38% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $267 | $24 | $291 | 0.26% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFIT SYSTEM INC. | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113 | $170 | $283 | 0.25% |
| VICTORIA SIMONA STONE3 | 1706 BLOOMFIELD ROAD CAPE GIRARDEAU, MO 63703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $185 | $81 | $266 | 0.24% |
| BENJAMIN MEHAFFEY3 | 380 OLD IVEY ROAD NE ATLANTA, GA 30392 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $139 | $102 | $241 | 0.21% |
| JOSEPH NISWONGER3 | 787 VAIL DRIVE JACKSON, MO 63755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $199 | $24 | $223 | 0.20% |
| SHEDRICH ALAN MCKNIGHT3 | 109 CROSSTHORN ROAD IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $184 | — | $184 | 0.16% |
| LAWRENCE A SCHRADER3 Filed as: LAWRENCE A. SCHRADER | 5631 CHALET FOREST DRIVE ST. LOUIS, MO 63129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $170 | $2 | $172 | 0.15% |
| ALYSSA PETTIT3 | 723 N. YOSEMITE CT. ST. PETERS, MO 63376 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $153 | — | $153 | 0.14% |
| STEPHEN JOSEPH LAHOOD3 | 1783 KNOLL TERRACE LANE ST. PETERS, MO 63376 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $121 | $1 | $122 | 0.11% |
| SHEALY BENEFITS SERVICES INC3 Filed as: SHEALY BENEFITS SERVICES INC. | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $28 | $62 | 0.06% |
| GCG FINANCIAL LLC3 Filed as: RAYMOND M. DICKERSON | 109 ROCHESTER ROAD EASLEY, SC 29640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | — | $60 | 0.05% |
| JASON PAUL CAMPBELL3 | 1816 PIEDMONT HILLS PLACE CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $9 | $60 | 0.05% |
| JOHN W NISWONGER3 Filed as: JOHN W. NISWONGER | 525 COUNTY RD. 233 CAPE GIRARDEAU, MO 63701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $5 | $53 | 0.05% |
| THE CLARK GROUP OF SC3 | 589 WINDMERE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $28 | $46 | 0.04% |
| ROMEO TYRONE GAINEY3 | 1343 PARLIAMENT LAKE DRIVE COLUMBIA, SC 29223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $6 | $40 | 0.04% |
| CAMERON STUHL3 | 4501 LINDELL ST. LOUIS, MO 63108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.03% |
| WHICKER PARTNERSHIPS INC3 Filed as: WHICKER PARTNERSHIPS INC. | 215 ESSEX FARM ROAD ADVANCE, NC 27006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $5 | $37 | 0.03% |
| JOHN L MORRIS3 Filed as: JOHN L. MORISS | 117 ALLISON STREET FORT MILL, SC 29715 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.03% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $14 | $28 | 0.02% |
| JOE R LIGONS JR3 Filed as: JOE R. LIGONS, JR. | 319 CREIGHTON DRIVE WEST COLUMBIA, SC 29172 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.02% |
| BARNETT BENEFITS GROUP INC3 Filed as: BARNETT BENEFITS GROUP INC. | 101 BARNETT ROAD LONOKE, AR 72086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.02% |
| DAVID D UNDERWOOD3 Filed as: DAVID D. UNDERWOOD | P.O. BOX 32694 CHARLOTTE, NC 28232 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| TED L RAAB3 Filed as: TED L. RAAB | 207 TIFFANY CIRCLE GARNER, NC 27529 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.02% |
| JAMES W ENGRAM3 | P.O. BOX 11699 COLUMBIA, SC 29211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.02% |
| SANTE CONCEPTS INC3 Filed as: SANTE CONCEPTS INC. | 94 BARTLETT WAY DALLAS, GA 30157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| MAYNARD BENEFITS GRP INC3 Filed as: MAYNARD BENEFITS GROUP INC. | P. O. BOX 9115 NORTH MYRTLE BEACH, SC 29582 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| JAMES H CLARK3 Filed as: JAMES H. CLARK | 500 FAIRWAY COURT NEWMAN, GA 30265 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 19 EAST 200 SOUTH SALT LAKE CITY, UT 84111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| RAWLS INSURANCE GROUP LLC3 | P.O. BOX 750 LOCUST GROVE, GA 30248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| BRYCE WILLIAM SMITH3 | 6109 ANSLEY FALLS DRIVE CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.01% |
| RICHARD D SCHOOLEY3 Filed as: RICHARD D. SCHOOLEY | 563 BALLAS PARK DRIVE ST. LOUIS, MO 63122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| ROBERT E. HAAG III3 | 650 N. 11TH STREET BREESE, IL 62230 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| MESHEL ANDRIA RIEDEL3 | 150 CARONDOLET AVENUE CLAYTON, MO 63105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| THE ADAMSON GROUP INC3 Filed as: THE ADAMSON GROUP INC. | 344 SUMMERSET DRIVE CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| GEORGE S. WILLOUGHBY & ASSOCIATES3 | 8304 MOURNING DOVE ROAD RALEIGH, NC 27615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| GAIL D GOODEN CORP3 Filed as: GAIL D. GOODEN CORP | 60 SPRING TRAIL COURT ST. CHARLES, MO 63303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CAROLYN REZNICEK3 | 24290 BUCKHORN LANE CARLINVILLE, IL 62626 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| PATTI A VINCENT3 Filed as: PATTI A. VINCENT | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | 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 Filed as: GARY M. HARDEMAN | 16810 CORALBEND DRIVE HOUSTON, TX 77095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| FRANCES LYNN MCCARTER3 | 10331 LINKSLAND DRIVE HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $82 | $3K | 11.23% |
| UN HUI SMITH3 | P. O. BOX 1722 DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $815 | $56 | $871 | 3.44% |
| JOHN L MORRIS3 Filed as: JOHN L. MORRIS | 117 ALLISON STREET FORT MILL, SC 29715 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $767 | $40 | $807 | 3.19% |
| NIKGREJESKEN INC3 Filed as: NIKGREJESKEN INC. | 120 SHELBY ROAD SHERWOOD, AR 72120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $360 | $24 | $384 | 1.52% |
| DONNA N DWYER3 Filed as: DONNA N. DWYER | 1540 WESTBROOK PLAZA DRIVE WINSTON SALEM, NC 27103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $248 | $55 | $303 | 1.20% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $260 | $24 | $284 | 1.12% |
| PHIL COLEMAN3 | 18908 RIVERWIND LANE DAVIDSON, NC 28036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $256 | — | $256 | 1.01% |
| WILLIAM T MILLER3 Filed as: WILLIAM T. MILLER | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196 | $36 | $232 | 0.92% |
| ALTETHEA MARIE ROSE3 | 1105 ROCKWOOD ROAD COLUMBIA, SC 29209 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | — | $159 | 0.63% |
| VICTORIA SIMONA STONE3 | 1706 BLOOMFIELD ROAD CAPE GIRARDEAU, MO 63703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | $45 | $148 | 0.59% |
| JOSEPH NISWONGER3 | 787 VAIL DRIVE JACKSON, MO 63755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $110 | $13 | $123 | 0.49% |
| JO ANN PANTALONE3 Filed as: ANN M. WEST | 3377 B. HWY E PERRYVILLE, MO 63775 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $114 | $8 | $122 | 0.48% |
| PAUL STANLEY JR3 Filed as: PAUL STANLEY JR. | 5264 INTERNATIONAL BLVD. NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $25 | $48 | 0.19% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFIT SYSTEM INC. | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $23 | $39 | 0.15% |
| JOHN W NISWONGER3 Filed as: JOHN W. NISWONGER | 525 COUNTY ROAD 233 CAPE GIRARDEAU, MO 63701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $2 | $25 | 0.10% |
| TONI E STEED LLC3 Filed as: TONI E. STEED LLC | 11218 WARFIELD AVENUE HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $4 | $23 | 0.09% |
| EDGHILL ENTERPRISES LLC3 | 1420 WEST Q STREET LINCOLN, NE 68528 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.09% |
| SHEALY BENEFITS SERVICES INC3 Filed as: SHEALY BENEFITS SERVICES INC. | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $10 | $22 | 0.09% |
| MAYNARD BENEFITS GRP INC3 Filed as: MAYNARD BENEFITS GROUP INC. | P. O. BOX 9115 NORTH MYRTLE BEACH, SC 29582 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.06% |
| CRAIG WAYNE SOTTILE3 | 408 CEDAR PINES DRIVE GREENVILLE, SC 29615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $3 | $15 | 0.06% |
| GCG FINANCIAL LLC3 Filed as: RAYMOND M. DICKERSON | 109 ROCHESTER ROAD EASLEY, SC 29640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.04% |
| JAMES W ENGRAM3 Filed as: JAMES W. ENGRAM | P.O. BOX 11699 COLUMBIA, SC 29211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.04% |
| ALYSSA PETTIT3 | 723 N. YOSEMITE COURT ST. PETERS, MO 63376 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.04% |
| THE ADAMSON GROUP INC3 Filed as: THE ADAMSON GROUP INC. | 344 SUMMERSET DRIVE CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| GARY M HARDEMAN3 Filed as: GARY M. HARDEMAN | 16810 CORALBEND DRIVE HOUSTON, TX 77095 | 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 | 665 | 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) | 665 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 135 | $138K |
| Life insurance(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 135 | $138K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 135 | $138K |
| Other(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 135 | $138K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 135 | — |
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.