| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HARDEN & ASSOCIATES3 Filed as: HARDEN AND ASSOCIATES | 501 RIVERSIDE AVE JACKSONVILLE, FL 32202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $0 | $9K | 14.43% |
| ANNELIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 9.74% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT. JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $676 | $2K | 3.86% |
| TANYA MIRIAM KAKON3 Filed as: TANYA MARIE CALZONE AMOYAL | 3557 NIGHTSCAPE CIRCLE JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $171 | $1K | 2.38% |
| DOROTHY RING3 | 8300 PLAZA GATE LN JACKSONVILLE, FL 32217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $116 | $1K | 2.35% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 2134 GRASSY BASIN COURT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $574 | $765 | $1K | 2.25% |
| VERONICA A SOTO3 Filed as: VERONICA SOTO | 404 E ANDERSON ST. ORLANDO, FL 32801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $808 | $22 | $830 | 1.40% |
| PATRICIA DUNCAN3 | 2409 VIA DEL REY FERNANDIAN BEACH, FL 32034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $675 | $56 | $731 | 1.23% |
| ELIZABETH MARIE LANGEVIN3 Filed as: ELIZABETH ANNE FELL | 2134 GRASSY BASIN COURT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $296 | $410 | $706 | 1.19% |
| PNC FINANCIAL ENTERPRISES INC3 | 1841 N SHERRY DR ATLANTIC BEACH, FL 32233 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $615 | $20 | $635 | 1.07% |
| RITA MARIE REITER3 | 239 S. HULL AVE. DELAND, FL 32720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $414 | $15 | $429 | 0.72% |
| JUDITH ANN ALLEY3 | 3987 JACYLNS JETTY WINTERHAVEN, FL 33884 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $342 | $0 | $342 | 0.58% |
| HEATHER LEA HOOTEN3 | 7111 NE 222ND ST. MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $100 | $63 | $163 | 0.27% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $41 | $116 | 0.20% |
| ESTATE OF DIANNA L. CHAMBERS3 | 3022 MORNING SUN DRIVE MIDDLEBURG, FL 32068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $0 | $91 | 0.15% |
| JESSE DUANE DAVIS3 | 2164 UNITY TRAIL NW MARIETTA, GA 30664 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $0 | $68 | 0.11% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST. TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $5 | $64 | 0.11% |
| NOEL CLARK3 | 1336 HIDEAWAY DR. S SAINT JOHNS, FL 32559 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $0 | $64 | 0.11% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT ROAD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $0 | $63 | 0.11% |
| CHARLES TINDER3 | 4401 LAKESIDE DR. #1003 JACKSONVILLE, FL 32210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $0 | $51 | 0.09% |
| SUZANNE MCLEOD3 | 1513 CANTERBURY LANE FERNANDINA BEACH, FL 32034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.05% |
| STEPHANIE BRANCH3 Filed as: STEPHANIE BROOKE BRANCH | 11307 LAFAYETTE CT OMAHA, NE 68154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $0 | $29 | 0.05% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST. MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $15 | $24 | 0.04% |
| PARRISH J PEACHEE3 | 201 W 103RD ST INIANAPOLIS, IN 46290 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $7 | $17 | 0.03% |
| ALLYN INCORPORATED3 | 3013 BROOKFIELD LANE CLEARWATER, FL 33761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $3 | $14 | 0.02% |
| CRAIG INSURANCE COMPANY LLC3 | 11420 BLONDO ST. STE 104 OMAHA, NE 68164 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.01% |
| EMPLOYEE BENEFITS GROUP OF FLORIDA3 | 13750 W. COLONIAL DRIVE WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.01% |
| GREGORY ALLEN BATTEN3 | 2619 ELWICK ST OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.01% |
| SUSAN DENZIO3 | PO BOX 243 WHITELAND, IN 46184 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| COACH CONCEPTS INC3 | 9500 KOGER BLVD ST PETERSBURG, FL 33702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $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 | 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 |
|---|---|---|---|
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 142 | $59K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 142 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.