| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY INC | P O BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $47K | $7K | $55K | 14.25% |
| KLD INSURANCE BENEFITS INC3 | — | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20K | $7K | $27K | 7.05% |
| COLONIAL LIFE BROKERAGE LLC3 | 12010 BROOKFIELD CLUB ROAD ROSWELL, GA 30075 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $3K | $8K | 2.00% |
| TULLY AND COMPANY INC3 | — | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $415 | $7K | 1.75% |
| AMY E COHEN3 | 19967 VILLA LANTE PLACE BOCA RATON, FL 33434 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $558 | $4K | 1.08% |
| CHARLES AUGUSTUS RAY3 | 12010 BROOKFIELD CLUB ROAD ROSWELL, GA 30075 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $97 | $2K | 0.43% |
| NORMAC SOLUTIONS INC3 | 451 HOPKINS ROAD TOWNVILLE, SC 29689 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $5 | $2K | 0.40% |
| C ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $514 | $772 | $1K | 0.33% |
| PEACOCK FINANCIALS INC3 | 11830 NW 32ND MANOR SUNRISE, FL 33323 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $480 | $578 | $1K | 0.28% |
| EOB CONSULTING LLC3 | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $738 | — | $738 | 0.19% |
| LAURIE J BURNS3 | 15 CEDARS EDGE COURT BLUFFTON, SC 29910 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $631 | — | $631 | 0.16% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVENUE #112 TORRANCE, CA 90501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $532 | $24 | $556 | 0.14% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT ROAD JACKSONVILLE, FL 32258 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $173 | $13 | $186 | 0.05% |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $184 | — | $184 | 0.05% |
| CAROLE H WARREN3 | 2716 HANOVER CIRCLE BIRMINGHAM, AL 35205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $169 | — | $169 | 0.04% |
| MITCHELL HECTOR MORALES3 | 4679 SCORE CT SNELLVILLE, GA 30039 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $134 | — | $134 | 0.03% |
| MARIA VERONICA JARQUE3 | 4525 GEORGIA STREET SAN DIEGO, CA 92116 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $96 | $22 | $118 | 0.03% |
| PLM SOLUTIONS INC3 | 557 GRAVES ROAD WEDOWEE, AL 36278 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $49 | — | $49 | 0.01% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.01% |
| CARLA BURWELL3 | 446 EATON ROAD BIRMINGHAM, AL 35242 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.01% |
| B V STONE INC3 | 1800 SUNSET HARBOUR POINTE LAWRENCEVILLE, GA 30043 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| ELIZABETH LOUISE FENDER3 | 335 S EMERSON AVE INDIANAPOLIS, IN 46219 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.01% |
| SHARON SIMPSON MCCLENDON3 | 4207 TURKEY CREEK ROAD PLANT CITY, FL 33567 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.00% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.00% |
| YOUNG AGENCY LLC3 | 326 WESLEY CIRCLE MACON, GA 31204 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.00% |
| DALE T BUTLER3 | 15234 REEDS STREET OVERLAND PARK, KS 66223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.00% |
| TODD BOOZER3 | 2900 CAHABA ROAD BIRMINGHAM, AL 35223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $1 | $10 | 0.00% |
| SANDRA SIMS3 | 13750 W COLONIAL DRIVE SUITE 350 WINTER GARDEN, FL 34787 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| CHALSEE CANTRELL3 | 1007 THISTLE DRIVE MESQUITE, TX 85140 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| EMILY PORRECA3 | 146 WINDFIELDS LANE WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON LANE HERMITAGE, TN 37076 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| BARBARA J LAKE3 | 226 N HIGH STREET MORRISTOWN, IN 46161 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| JEFFREY D HARNED3 Filed as: JEFFREY LYLES | 3872 BALLANTRAE RD EAGAN, MN 55122 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| CYD M WYATT3 | 1011 N 49TH AVE OMAHA, NE 68132 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| PATRICIA A DUNCAN3 | 520 WHEATFIELD ROAD FRANKLIN, NC 28734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ELAISIUS BONNER3 | 974 ROSEFIELD LANE AURORA, IL 60504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| JANTELLE LAVONNE BONNER3 | 974 ROSEFIELD LANE AURORA, IL 60504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| EMMA ANN DEAN3 | 344 SOUTH BELVEDERE DRIVE HAMPSTEAD, NC 28443 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BRENDA GAIL PATE3 | 99 HIGHLAND HILL LANE FLAT ROCK, NC 28731 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DONNA ROSS SMITH3 | 2632 JUDES FERRY ROAD POWHATAN, VA 23139 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DENNIS L HUMPHREY3 | 3114 BROOKHAVEN COURT DEER PARK, TX 88536 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CAROLINA BENEFITS SOURCE INC3 | 4461 NE 30TH AVE LIGHTHOUSE PT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BENEFIT CONSULTANTS INC3 | 2105 VESTIVA LAKE DRIVE BIRMINGHAM, AL 35216 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHERYL DAGATA DBA CAD & JAD CONSULT4 | 130 PROMINENCE POINT PKWY SUITE 130-339 CANTON, GA 30114 | PREPAID LEGAL SERVICES INC DBA LEGAL SHIELD | $7K | — | $7K | 9.70% |
| TOM EATON4 | 2934 KELLOGG CREEK ROAD ACWORTH, GA 30102 | PREPAID LEGAL SERVICES INC DBA LEGAL SHIELD | $4K | — | $4K | 5.44% |
| KENNETH M CAMPBELL4 | 6843 RASPBERRY RUN LITTLETON, CO 80125 | PREPAID LEGAL SERVICES INC DBA LEGAL SHIELD | $35 | — | $35 | 0.05% |
| MASOLI LEGACY LLC4 | 588 ALEXIS CIRCLE DALY CITY, CA 94014 | PREPAID LEGAL SERVICES INC DBA LEGAL SHIELD | $26 | — | $26 | 0.03% |
| LINDA C VOLDENGEN4 | 3316 SE BAYPOINT DRIVE VANCOUVER, WA 98683 | PREPAID LEGAL SERVICES INC DBA LEGAL SHIELD | $21 | — | $21 | 0.03% |
| KLD INSURANCE BENEFITS INC3 | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | THE PAUL REVERE LIFE INSURANCE COMPANY | $138 | $21 | $159 | 4.97% |
| AMY E COHEN3 | 19967 VILLA LANTE PLACE BOCA RATON, FL 33434 | THE PAUL REVERE LIFE INSURANCE COMPANY | $134 | $15 | $149 | 4.66% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | P O BOX 70 WEST POINT, GA 31833 | THE PAUL REVERE LIFE INSURANCE COMPANY | $96 | — | $96 | 3.00% |
| COLONIAL LIFE BROKERAGE LLC3 | 12010 BROOKFIELD CLUB RD ROSWELL, GA 30075 | THE PAUL REVERE LIFE INSURANCE COMPANY | $47 | — | $47 | 1.47% |
| CHARLES AUGUSTUS RAY3 | 12010 BROOKFIELD CLUB ROAD ROSWELL, GA 30075 | THE PAUL REVERE LIFE INSURANCE COMPANY | $19 | — | $19 | 0.59% |
| NORMAC SOLUTIONS INC3 | 451 HOPKINS ROAD TOWNVILLE, SC 29689 | THE PAUL REVERE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.56% |
| PEACOCK FINANCIALS INC3 | 11830 NW 32ND MANOR SUNRISE, FL 33323 | THE PAUL REVERE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.47% |
| CAROLE H WARREN3 | 2716 HANOVER CIRCLE BIRMINGHAM, AL 35205 | THE PAUL REVERE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.25% |
| LAURIE J BURNS3 | 15 CEDARS EDGE COURT BLUFFTON, SC 29910 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.16% |
| EOB CONSULTING LLC3 | 2500 NORTHWINDS PARKWAY ALPHARETTA, GA 30009 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.13% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMIN | Contract Administrator Service code 13 | — | $2.5M |
| VIRGIN PULSE INC WELLNESS PROGRAM | Other fees Service code 99 | 75 FOUNTAIN STREET SUITE 310 PROVIDENCE, RI 02902 | $446K |
| DELTA DENTAL INSURANCE COMPANY EIN 94-2761537 CLAIMS ADMIN | Contract Administrator; Claims processing; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $183K |
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 | 8,037 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 23 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 294 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,354 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL INSURANCE COMPANY | 8,448 | $0 |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT INSURANCE | 10,445 | $3.1M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT INSURANCE | 8,762 | $2.3M |
| Long-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT INSURANCE | 10,445 | $3.1M |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE CO | 4,885 | $4.9M |
| Other(6 contracts, 6 carriers) | HARTFORD LIFE AND ACCIDENT INSURANCE | 12,000 | $3.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,000 | — |
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."
No prospect flags tripped on this filing.