| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PANCOAST & ASSOCIATES INC3 Filed as: PANCOAST AND ASSOCIATES INC | 4205 HILLSBORO ROAD SUITE 120 NASHVILLE, TN 37215 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $17K | $17K | 2.54% |
| PARADIGM GROUP3 | 1600 DIVISION STREET SUITE 220 NASHVILLE, TN 37203 | UNITEDHEALTHCARE INSURANCE COMPANY | $1 | $16K | $16K | 2.45% |
| ROBERT A LEVY3 Filed as: ROBERT LEVY | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $3K | — | $3K | 5.03% |
| THOMAS W BOSTON3 Filed as: THOMAS A DAMPF | 4205 HILLSBORO PIKE SUITE 120 NASHVILLE, TN 37215 | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $2K | — | $2K | 3.47% |
| PARADIGM GROUP3 | 1600 DIVISION STREET SUITE 220 NASHVILLE, TN 37203 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK | $2K | — | $2K | 6.78% |
| PANCOAST & ASSOCIATES INC3 Filed as: PANCOAST & ASSOCIATES, INC. | ATTN ROBERT B. WATKINS 4205 HILLSBORO PIKE, SUITE 120 NASHVILLE, TN 37215 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK | $512 | — | $512 | 2.24% |
| THW INSURANCE SERVICES LLC3 Filed as: THW INSURANCE SERVICES, LLC | 702 CADET COURT LEBANON, TN 37087 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK | $387 | — | $387 | 1.69% |
| PARADIGM GROUP3 Filed as: PARADIGM GROUP LLC | 1600 DIVISION STREET SUITE 220 NASHVILLE, TN 37203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $576 | $2K | 10.94% |
| PANCOAST & ASSOCIATES INC3 Filed as: PANCOAST & ASSOC INC | 4205 HILLSBORO PIKE SUITE 120 NASHVILLE, TN 37215 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 7.39% |
| PARADIGM GROUP3 Filed as: PARADIGM GROUP LLC | 1600 DIVISION STREET SUITE 220 NASHVILLE, TN 37203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $591 | $388 | $979 | 7.92% |
| PANCOAST & ASSOCIATES INC3 Filed as: PANCOAST & ASSOC INC | 4205 HILLSBORO PIKE SUITE 120 NASHVILLE, TN 37215 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $644 | — | $644 | 5.21% |
| PANCOAST & ASSOCIATES INC3 Filed as: PANCOAST & ASSOC INC | 4205 HILLSBORO PIKE SUITE 120 NASHVILLE, TN 37215 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $976 | — | $976 | 8.50% |
| PARADIGM GROUP3 Filed as: PARADIGM GROUP LLC | 1600 DIVISION STREET SUITE 220 NASHVILLE, TN 37203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $746 | — | $746 | 6.50% |
| ROBERT A LEVY3 Filed as: ROBERT LEVY | PARADIGM GROUP 1600 DIVISION STREET NASHVILLE, TN 37203 | MUTUAL OF OMAHA INSURANCE COMPANY | $92 | — | $92 | 7.51% |
| THOMAS MARTIN3 Filed as: THOMAS DAMPF | PANCOAST ASSOCIATES 4205 HILLSBORO ROAD, SUITE 120 NASHVILLE, TN 37215 | MUTUAL OF OMAHA INSURANCE COMPANY | $92 | — | $92 | 7.51% |
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 | 141 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 143 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 90 | $652K |
| Dental | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 175 | $51K |
| Vision | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 175 | $51K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 140 | $24K |
| Short-term disability | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK | 89 | $23K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 139 | $17K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 140 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 175 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.