| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE HORTON GROUP3 Filed as: ANITA HORTON | 2808 ANDOVER WAY WOODSTOCK, GA 30189 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $17K | — | $17K | 12.21% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DR WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 6.59% |
| SCHULTZ ROWSON INC3 | PO BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $373 | — | $373 | 1.19% |
| R J K & ASSOCIATES INC3 | 777 DREWRY ST NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $215 | $0 | $215 | 0.69% |
| DW YOUNG AGENCY INC3 | 347 CHURCH RD STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | $10 | $139 | 0.45% |
| ANDREA MARIE TIERCE3 | 1199 MONDRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $31 | $104 | 0.33% |
| THE HORTON GROUP3 Filed as: W ROBERT HORTON | 2295 TWN LK PKWY STE 116 PMB 2 WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $0 | $86 | 0.28% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $11 | $84 | 0.27% |
| ANDREW G WOOD3 | 210 ROXBORO CT FAYETTEVILLE, GA 30215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | — | $81 | 0.26% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DRIVE MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $0 | $75 | 0.24% |
| HARRINGTON CONSULTING3 | 146 MILL CREEK DRIVE CANTON, GA 30115 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.05% |
| HAD LI ENTERPRISES INCORPORATED3 | 11432 SOUTH ST #303 CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $3 | $9 | 0.03% |
| MELISSA L GEORGE & ASSOCIATES LLC3 | 2905 E POINT ST #91589 ALTANTA, GA 30344 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.03% |
| AYB BENEFITS INC3 | 2209 SCENIC DR SNELLVILLE, GA 30078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.03% |
| NORMAC SOLUTIONS INC3 | 449 HOPKINS RD TOWNVILLE, SC 29689 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 9795 GATEWAY DR RENO, NV 89521 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| H STAND CLAXTON AGENCY INC3 | 901 WARTHEN ST VIADLIA, GA 30474 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DR WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 9.49% |
| DW YOUNG AGENCY INC3 | 347 CHURCH RD STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $178 | $12 | $190 | 1.53% |
| R J K & ASSOCIATES INC3 | 777 DRWRY ST NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $147 | — | $147 | 1.19% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DR MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.13% |
| MELISSA L GEORGE & ASSOCIATES LLC3 | 2905 E POINT ST #91589 ATLANTA, GA 30344 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.09% |
| AYB BENEFITS INC3 | 2209 SCENIC DR SNELLVILLE, GA 30078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.09% |
| DANA MARIE MOWATT3 | 23710 S WESTERN AVE SPC 112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.05% |
| ANDREA MARIE TIERCE3 | 119 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.05% |
| JT BENEFITS LLC3 | 262 YEAGER PKWY PELLHAM, AL 35124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.03% |
| C&J BENEFITS AGENCY LLC3 | 123 HILLTOP BUSINESS CENTER DR PELHAM, AL 35124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DR WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $43 | $3K | 28.18% |
| DW YOUNG AGENCY INC3 | 347 CHURCH ROAD STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $291 | $20 | $311 | 3.39% |
| RJK & ASSOCIATES INC3 | 777 DREWRY ST NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $261 | $39 | $300 | 3.27% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $141 | $83 | $224 | 2.44% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $141 | $33 | $174 | 1.89% |
| HAD LI ENTERPRISES INCORPORATED3 | 11432 SOUTH ST #303 CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $66 | $111 | 1.21% |
| AYB BENEFITS INC3 | 2209 SCENIC DR SNELLVILLE, GA 30078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $1 | $24 | 0.26% |
| MELISSA L GEORGE & ASSOCIATES LLC3 | 2905 E POINT STREET EAST POINT, GA 30344 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.25% |
| TNV INSURANCE SERVICES INC3 | PO BOX 1161 STUDIO CITY, CA 91614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $6 | $18 | 0.20% |
| GIOVANNA HUGHES3 | PO BOX 1161 STUDIO CITY, CA 91614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.05% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DRIVE MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
| VINSON K ELLENBERG3 | 905 ADAIR AVE NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DR WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $15 | $1K | 18.68% |
| RJK & ASSOCIATES INC3 | 777 DREWRY ST NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $13 | $122 | 1.96% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $25 | $69 | 1.11% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE SPC 112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $11 | $55 | 0.88% |
| DW YOUNG AGENCY INC3 | 347 CHURCH ROAD STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $3 | $54 | 0.87% |
| HAD LI ENTERPRISES INCORPORATED3 | 11432 SOUTH ST #303 CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $21 | $33 | 0.53% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DRIVE MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.26% |
| MELISSA L GEORGE & ASSOCIATES LLC3 | 2905 E POINT STREET EAST POINT, GA 30344 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.06% |
| AYB BENEFITS INC3 | 2209 SCENIC DR SNELLVILLE, GA 30078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.06% |
| TNV INSURANCE SERVICES INC3 | PO BOX 1161 SUTIO CITY, CA 91614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.06% |
| GIOVANNA HUGHES3 | PO BOX 1161 STUDIO CITY, CA 91614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.03% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DR WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 19.72% |
| RJK & ASSOCIATES INC3 | 777 DREWRY ST NE ALTANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $144 | $0 | $144 | 2.33% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $29 | $80 | 1.30% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $15 | $66 | 1.07% |
| HAD LI ENTERPRISES INCORPORATED3 | 11432 SOUTH ST #303 CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $17 | $29 | 0.47% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DRIVE MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.44% |
| TNV INSURANCE SERVICES INC3 | PO BOX 1161 STUDIO CITY, CA 91614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.08% |
| NORMAC SOLUTIONS INC3 | 449 HOPKINS ROAD TOWNVILLE, SC 29689 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| GIOVANNA HUGHES3 | PO BOX 1161 STUDIO CITY, CA 91614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.02% |
| ELIZABETH C PERKINS3 | 905 ADAIR AVE NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| DANA MARIE TIERCE3 | 1100 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DR WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $188 | — | $188 | 7.36% |
| R J K & ASSOCIATES INC3 | 777 DRWRY ST NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 1.10% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $2 | $10 | 0.39% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE SPC 112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $1 | $9 | 0.35% |
| DORIS M KERCHNER3 | 1875 KERRY CREEK DR MARIETTA, GA 30066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.23% |
| THE HORTON GROUP3 Filed as: ANITA HORTON | 591 FAIRWAY DR WOODSTOCK, GA 30189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 8.32% |
| R J K & ASSOCIATES INC3 | 777 DREWRY ST NE ATLANTA, GA 30306 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 1.09% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE SPC 112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.60% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.60% |
| DW YOUNG AGENCY INC3 | 347 CHURCH RD STOCKBRIDGE, GA 30281 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.48% |
| HAD LI ENTERPRISES INCORPORATED3 | 11432 SOUTH ST PMB 303 CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.12% |
| TNV INSURANCE SERVICES INC3 | PO BOX 1161 STUDIO CITY, CA 91614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 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 | 217 | 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) | 217 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 134 | $725K |
| Dental(3 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 1,717 | $838K |
| Vision(2 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,717 | $143K |
| Life insurance(7 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,717 | $178K |
| Short-term disability(2 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,717 | $143K |
| Long-term disability(2 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,717 | $143K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 134 | $694K |
| Other(9 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 1,717 | $904K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,717 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.