| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENJAMIN DARANG3 Filed as: BENJAMIN KELLY | 1900 N. WINSTON ROAD SUITE 100 KNOXVILLE, TN 37919 | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $59K | — | $59K | 5.39% |
| BENEFITS INC3 Filed as: BENEFITS INC. | P.O. BOX 568 DICKSON, TN 37056 | GUARDIAN | $8K | — | $8K | 6.09% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DRIVE KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $304 | $2K | 4.64% |
| CLYDE P. MCFADDEN3 | 3322 WEST END AVENUE NASHVILLE, TN 37203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 3.02% |
| DANIEL JAMES PERKINS3 | 9655 BRUNSWICK DRIVE BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $769 | — | $769 | 1.89% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON LANE HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $432 | $195 | $627 | 1.54% |
| BENEFOUNDRY INC3 Filed as: BENEFOUNDRY INC. | 3013 LARGE HOP LANE ANTIOCH, TN 37013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $266 | $219 | $485 | 1.19% |
| JM TAMER & CO3 Filed as: JM. TAMER & COMPANY | 6500 PAPERMILL DRIVE SUITE 201 KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | — | $173 | 0.43% |
| THE ESTATE OF JOHN W. DUKES3 | 9251 WANDERING WAY OOLTEWAH, TN 37363 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $142 | — | $142 | 0.35% |
| DALE L. STROTHER & ASSOCIATES3 Filed as: DALE L. STROTHER & ASSOC | P.O. BOX 2 JOHNSON CITY, TN 37605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | — | $126 | 0.31% |
| JULIA MICHELLE TAMER3 | 6500 PAPERMILL DRIVE SUITE 201 KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | — | $117 | 0.29% |
| INSPIRED INC3 Filed as: INSPIRED INC. | 50 LAGOSHEN DRIVE MOSCOW, TN 38057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.12% |
| VICTORIA L FLYNN3 Filed as: VICTORIA L. FLYNN | 7009 FAIRVIEW ROAD CORRYTON, TN 37721 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 0.12% |
| LYNN MARIE BARRY3 | 301 W. PARK AVENUE LANGHORNE, PA 19047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.11% |
| ALAN FRANCIS EBERHART3 | 11097 PARKSIDE PRESERVE WAY JACKSONVILLE, FL 32257 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.11% |
| VICKIE E LEWIS3 Filed as: VICKIE E. LEWIS | 6590 STOVALL ROAD CAVE CITY, KY 42127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.08% |
| LVI BENEFITS SERVICES LLC3 | 2985 SURREY RIDGE ROAD CLARKSVILLE, TN 37043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.06% |
| MARY DAUGHERTY3 | P.O. BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.05% |
| BENJAMIN POMEROY3 | 66 WEST SQUARE DRIVE RICHMOND, VA 23238 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.04% |
| SUSAN FONTANA FLYNN3 | 8814 EAGLE POINTE DRIVE KNOXVILLE, TN 37931 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.04% |
| SHARON SIMPSON MCCLENDON3 | 4207 TURKEY CREEK ROAD PLANT CITY, FL 33567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.04% |
| MARK CHRISTOPHER HOLLAND3 | P.O. BOX 38366 GERMANTOWN, TN 38183 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| DIANA R. PEVEAR3 | P.O. BOX 53 MOREHEAD CITY, NC 28557 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| SHEILA A SHELL3 Filed as: SHEILA A. SHELL | 413 MOSS TRAIL GOODLETTSVILLE, TN 37072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| ACCRETIVE GLOBAL INSURANCE SERVICES3 Filed as: ACCRETIVE GLOBAL SERVICES | 5300 TEN-TEN ROAD APEX, NC 27539 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| MILTON FAULK3 | 6590 TATTON DRIVE RALEIGH, NC 27608 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CLYDE P. MCFADDEN3 | 210 25TH AVENUE NORTH SUITE 1200 NASHVILLE, TN 37203 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| CLYDE P. MCFADDEN3 | 210 25TH AVENUE NORTH SUITE 1200 NASHVILLE, TN 37203 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| CLYDE P. MCFADDEN3 Filed as: CLYDE PATTERSON MCFADDEN | 2908 POSTON AVENUE SUITE 1 NASHVILLE, TN 37203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| CLYDE P. MCFADDEN3 | 210 25TH AVENUE NORTH SUITE 1200 NASHVILLE, TN 37203 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| ANITA D. CRAIG3 Filed as: ANITA CRAIG | 9251 WANDERING WAY OOLTEWAH, TN 37363 | ASSURITY LIFE INSURANCE COMPANY | $250 | — | $250 | 10.00% |
| WHITTEN & ASSOCIATES WORKSITE3 Filed as: WHITTEN & ASSOC. WORKSITE BENEFITS | 419 E. TENNESSEE STREET FLORENCE, AL 35630 | ASSURITY LIFE INSURANCE COMPANY | $125 | — | $125 | 5.00% |
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 | 210 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 210 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 147 | $1.1M |
| Dental | GUARDIAN | 167 | $131K |
| Vision | GUARDIAN | 167 | $131K |
| Life insurance(4 contracts, 4 carriers) | GUARDIAN | 210 | $200K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 191 | $66K |
| Long-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 191 | $60K |
| Other(4 contracts, 4 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 210 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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.