| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILSON EMPLOYEE BENEFITS EDUCATION3 | 41 PARK OF COMMERCE WAY STE 10 SAVANNAH, GA 31405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20K | $367 | $21K | 8.89% |
| LISA A PERRI3 Filed as: LISA RILEY STRICKLAND | 6 GENTRY ST POOLER, GA 31322 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $1K | $11K | 4.93% |
| JOYCE HERNDON-GARVIN3 | 18 HANGING MOSS RD SAVANNAH, GA 31410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 2.00% |
| TOOMER VANDERHORST AIMAR3 | 701 COLUMBUS DR SAVANNAH, GA 31405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $435 | $4K | 1.67% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DR UNIT 203 DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 1.14% |
| JULIE S PERRY3 Filed as: JULIE S. PERRY | PO BOX 663 BLOOMINGDALE, GA 31302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $455 | $0 | $455 | 0.20% |
| M.E. WILSON COMPANY, LLC3 Filed as: ED WILSON | 23 GRAND LAKE CIR SAVANNAH, GA 31405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $208 | $0 | $208 | 0.09% |
| TERRY J SILVERS3 Filed as: TERRY JOSEPH BRENNAN | 7 WINDWARD WAY SAVANNAH, GA 31410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $178 | $1 | $179 | 0.08% |
| BENEFIT COMMUNICATION SPECIALISTS3 | 8 CARETAKERS LANE SAVANNAH, GA 31404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $0 | $93 | 0.04% |
| BRENDA GAIL PATE3 | 144 SUGAR MILL CIRCLE CLARKESVILLE, GA 30523 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $0 | $87 | 0.04% |
| SHARON SIMPSON MCCLENDON3 Filed as: SHARON WILSON | 23 GRAND LAKE CIR SAVANNAH, GA 31405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | $0 | $84 | 0.04% |
| MARGIE T ROUSE3 | 1610 CROWLEY RD THOMASVILLE, GA 31757 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL T LINEBAUGH | 9994 BEACH CLUB DR APT 2007 MYRTLE BEACH, SC 29572 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $0 | $26 | 0.01% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 9795 GATEWAY DR RENO, NV 89521 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.01% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT L HANNAH | 20 PUTTERS PL SAVANNAH, GA 31419 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.01% |
| GLENN W BRANTLEY3 | 1417 JORDAN DRIVE STATESBORO, GA 30458 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.00% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | C/O NATL ENROLLMENT PARTNERS CRANSTON, RI 02920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $733 | $0 | $733 | 0.42% |
| ASSUREDPARTNERS3 Filed as: STERLING SEACREST PARTNERS INC | PO BOX 8004 SAVANNAH, GA 314128004 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $44 | $44 | 0.03% |
| STERLING SEACREST PRITCHARD, INC.3 | 2500 CUMBERLAND PKWY SE ATLANTA, GA 30339 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $0 | $5K | 9.53% |
| STERLING SEACREST PRITCHARD, INC.3 | 6525 THE CORNERS PARKWAY STE 500 PEACHTREE CORNERS, GA 30092 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $0 | $3K | 5.47% |
| SEACREST PARTNERS, INC.3 Filed as: SEACREST PARTNERS, INC | PO BOX 8004 SAVANNAH, GA 31412 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 11.80% |
| ASSUREX3 Filed as: ASSUREX GLOBAL CORPORATION - EXCHAN | 175 SOUTHTHIRD ST STE 800 COLUMBUS, OH 43215 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $530 | — | $530 | 1.36% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | PO BOX 932330 ATLANTA, GA 31193 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $5K | $5K | 15.17% |
| STERLING SEACREST PRITCHARD, INC.3 | 2500 CUMBERLAND PKWY SE STE 400 ATLANTA, GA 30339 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5K | $0 | $5K | 15.09% |
| WILSON EMPLOYEE BENEFITS EDUCATION3 Filed as: WILSON EMPLOYEE BENEFIT EDUCATION | 41 PARK OF COMMERCE WAY UNIT 108 SAVANNAH, GA 31405 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2K | $0 | $2K | 6.47% |
| PLANSOURCE BENEFITS ADMINISTRATION5 | PO BOX 932330 ATLANTA, GA 31193 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $5K | $5K | 21.89% |
| STERLING SEACREST PRITCHARD, INC.3 | 2500 CUMBERLAND PKWY SE STE 400 ATLANTA, GA 30339 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3K | $0 | $3K | 15.20% |
| WILSON EMPLOYEE BENEFITS EDUCATION3 Filed as: WILSON EMPLOYEE BENEFIT EDUCATION | 41 PARK OF COMMERCE WAY UNIT 108 SAVANNAH, GA 31405 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1K | $0 | $1K | 6.52% |
| STERLING SEACREST PRITCHARD, INC.3 | 2500 CUMBERLAND PKWY SE ATLANTA, GA 30339 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $675 | $0 | $675 | 9.82% |
| STERLING SEACREST PRITCHARD, INC.3 | 6525 THE CORNERS PARKWAY PEACHTREE CORNERS, GA 30092 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $356 | $0 | $356 | 5.18% |
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 | 483 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 486 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 670 | $175K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 303 | $39K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 483 | $347K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 227 | $278K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 482 | $163K |
| Other(5 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 483 | $308K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 670 | — |
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.