| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TULLY AND COMPANY INC3 Filed as: TULLY AND COMPANY, INC. | 1926 STONE BRIDGE LANE MARIETTA, GA 30064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12K | $631 | $12K | 7.18% |
| VELDA H GRAY3 Filed as: VELDA H. GRAY | 4652 DANDELION CIRCLE NE MARIETTA, GA 30067 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9K | $0 | $9K | 5.07% |
| KLD INSURANCE BENEFITS INC3 Filed as: KLD INSURANCE BENEFITS, INC. | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $696 | $356 | $1K | 0.61% |
| EOB CONSULTING LLC3 Filed as: EOB CONSULTING, LLC | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $230 | $548 | $778 | 0.45% |
| KEVIN E HARRIS3 Filed as: KEVIN E. HARRIS | 2449 HORSESHOE BEND ROAD SW MARIETTA, GA 30064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $213 | $451 | $664 | 0.38% |
| VINSON K ELLENBERG3 Filed as: VINSON K ELLENBERG AND OTHER AGENTS | 905 ADAIR AVENUE NE ATLANTA, GA 30306 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $479 | $0 | $479 | 0.28% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DRIVE WOODSTOCK, GA 30189 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $180 | $0 | $180 | 0.10% |
| VELDA H GRAY3 Filed as: VELDA H. GRAY | 4652 DANDELION CIRCLE NE MARIETTA, GA 30067 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 6.22% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 159 | $173K |
| Life insurance | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 159 | $173K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 159 | $173K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 49 | $77K |
| Other | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 159 | $173K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 159 | — |
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.