| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID C REID LLC3 | 566 LANHAM RD EDGEFIELD, SC 29824 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22K | — | $22K | 2.22% |
| JAMES R MCCOMB3 | 1063 COATESDALE RD COLUMBIA, SC 29209 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 0.60% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE CT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $5 | $5K | 0.53% |
| EMILY PORRECA3 | 146 WINDFIELDS LANE WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 0.36% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DR UNIT 203 DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $15 | $3K | 0.29% |
| THE CLARK GROUP OF SC3 | 898 ROPER RD LAURENS, SC 29360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $45 | $2K | 0.21% |
| THE ADAMSON GROUP INC3 | 344 SUMMERSET DR CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $778 | — | $778 | 0.08% |
| TRAN B HUYEN-KEODARA3 | 499 STERLING BROOK DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $708 | — | $708 | 0.07% |
| MAYNARD BENEFITS GRP INC3 | 3701 ON DECK CIRCLE LITTLE RIVER, SC 29566 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $606 | — | $606 | 0.06% |
| BENEFITS AT WORK LLC3 | 132 SANIBEL CIR COLUMBIA, SC 29223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $559 | — | $559 | 0.06% |
| CHAMBERS AGENCY LLC3 | 304 WOODBRIDGE WAY SIMPSONVILLE, SC 29681 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $452 | — | $452 | 0.05% |
| STACIE EMERSON BARTLETT3 | 301 STONERIDGE DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $358 | — | $358 | 0.04% |
| LAURA MCCLUNG PLYLER3 | 201 CAUGHMAN FARM LN LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $309 | — | $309 | 0.03% |
| WORTHAM SAN ANTONIO INC3 Filed as: SHARON WORTHAM BORDEN | 116 MAGNOLIA KEY DRIVE CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $258 | — | $258 | 0.03% |
| BENEFIT COMMUNICATION SPECIALISTS3 | 37 W FAIRMONT AVE SAVANNAH, GA 31406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $226 | — | $226 | 0.02% |
| MARYETHEL M BOWERS3 | 141 TWELVE OAKS DR NO 6 PAWLEYS ISLAND, SC 29585 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $225 | — | $225 | 0.02% |
| DONALD R GASKINS3 | 1982 RAYFIELD BRIDGE RD CHESTERFIELD, SC 29709 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | — | $201 | 0.02% |
| GARY M HARDEMAN3 Filed as: GARY MARK HARDEMAN | 16810 CORALBEND DR HOUSTON, TX 77095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $200 | — | $200 | 0.02% |
| CASSANDRA B BRABHAM3 | 169 WATERFALL CIR LITTLE RIVER, SC 29556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $198 | — | $198 | 0.02% |
| SALLY ELIZABETH PARKER3 | 121 I ST SW ARDMORE, OK 73401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196 | — | $196 | 0.02% |
| GRACE V NEAD3 | 1015 STATE PARK RD GREENVILLE, SC 29609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | — | $143 | 0.01% |
| SANDRA P SIMS3 | 167 PLEASANT VIEW ROAD BLYTHEWOOD, SC 29016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | — | $140 | 0.01% |
| BUD HOOKER3 | 101 WATER CREST DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $138 | — | $138 | 0.01% |
| SANDRA TOUSSIANS SIMS3 | 16542 BROADFORD LN CLERMONT, FL 34714 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $133 | — | $133 | 0.01% |
| SUSAN P TRACY3 | 1650 BLACKGUM LANE RIDGEWAY, SC 29130 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $130 | — | $130 | 0.01% |
| KAY BARNES CRAPPS3 | 147 STERLING LAKE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | — | $129 | 0.01% |
| CAROLINA BENEFITS SOURCE INC3 | 4461 NE 30TH AVE LIGHTHOUSE PT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | — | $129 | 0.01% |
| CAROLINA INSURANCE BENEFITS AND SER3 Filed as: CAROLINA INS BENEFITS AND SERVICES | 228 PINNACLE DR COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | — | $122 | 0.01% |
| SANDUSKY INC3 | P O BOX 1470 LEXINGTON, SC 29071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | — | $104 | 0.01% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | — | $96 | 0.01% |
| JENNIFER ARRINGTON3 | 107 BELLVIEW DRIVE TAYLORS, SC 29687 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | — | $84 | 0.01% |
| DONNA D TOMASINI3 | 740 SHADOW MIST LANE COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | — | $81 | 0.01% |
| BENEFIT COMMUNICATION SERVICES, INC3 Filed as: BENEFIT COMMUNICATION INC | 2977 SIDCO DR NASHVILLE, TN 37204 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | — | $80 | 0.01% |
| CHARLES D. BLOCK3 Filed as: CHARLES T FERGUSON | 859 SOUTHBRIDGE BLVD SAVANNAH, GA 31405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.01% |
| JACK ALLEN NORRIS3 | 2439 DUTCH BRANCH ROAD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | — | $77 | 0.01% |
| EMMALEE ANNE WESTFALL3 | 11107 LARAMIE ST PAPILLION, NE 68046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.01% |
| SABRINA S RAMOS3 | 13750 W. COLONIAL DR STE 350-33 WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | — | $58 | 0.01% |
| BARBARA S DOTTERER3 | 2227 BRIGGER HILL RD WADMALAW ISLAND, SC 29487 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.01% |
| CHALSEE CANTRELL3 Filed as: CHALSEE DENE CANTRELL | 5407 COUNTY ROAD 1042 CELESTE, TX 75423 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.01% |
| SHERRON HOPPER3 | 216 WHISPERING MEADOW LANE IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.00% |
| ARNE C EKSTROM3 | 150 CANTERBURY WAY WEST SPRINGFIELD, MA 01089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.00% |
| SANDRA J RUNION3 | 104 SIR EDWARDS LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.00% |
| WILSON EMPLOYEE BENEFITS EDUCATION3 | 41 PARK OF COMMERCE WAY SAVANNAH, GA 31405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.00% |
| JUDITH A MILLER3 | 300 FALLEN TIMBER TRL BLYTHEWOOD, SC 29016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.00% |
| THE GRAHAM COMPANY3 Filed as: GRAHAM TYRE | PO BOX 369 NICHOLLS, GA 31554 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.00% |
| CARROLL REYNOLDS3 | 237 SANDHURST RD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.00% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL ST TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.00% |
| SEAMAN ENTERPRISES INC3 | 221 N KANSAS ST EL PASO, TX 79901 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.00% |
| DEBI L HOOKER3 | 3478 W 2975N PLAIN CITY, UT 84404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.00% |
| CRAIG WAYNE SOTTILE3 | 3652 NE 19TH AVE FORT LAUDERDALE, FL 33308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.00% |
| PATRICIA A HERLONG3 | 8 CROSSBOW PLACE COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.00% |
| FRED PARKER3 | 216 ST CROIX COURT GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.00% |
| FREDERICK D LEIGH3 | 29 RAMBLIN BROOK RD SEEKONK, MA 02771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.00% |
| WILLIAM RENNARD3 | 3001 ALOMA AVE STE 116 WINTER PARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.00% |
| NORWOOD BENEFIT SERVICES INC3 | 6478 LONG BREEZE RD ORLANDO, FL 32810 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.00% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.00% |
| KAREN TOBIAS3 | 1366 DUNRAVEN DR MURFREESBORO, TN 37128 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.00% |
| JONATHAN RODNEY MORRIS3 | 1947 OLD NATION RD FORT MILL, SC 29715 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.00% |
| JODELL PICKENS3 | 148 TRAVIS LN WEST COLUMBIA, SC 29170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| GINGER MULLINS & COMPANY INC3 | 1 WEATHERSTONE PT LITTLE ROCK, AR 72211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| BRIAN STEBBINS3 | 1707 NORTHAMPTON ST FI 1 HOLYOKE, MA 01040 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| GLENDA MCCUE3 | 1045 TAYLORSVILLE RD LEBANON, TN 37087 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: ED WILSON | 23 GRAND LAKE CIRCLE SAVANNAH, GA 31405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| PATRICIA LEHMANN3 | 131 LOCUST DR LOUISA, VA 23093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| PAUL JOEL CLARK3 | 101 COUNTRY MIST DR GREER, SC 29651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| ROBERT WOODFIN3 | 2401 FRASERBURGH DR MATTHEWS, NC 28105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| DHIXIE L TONGOL-DUNCAN3 | 724 LEDYARD PL MONTGOMERY, AL 36109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| SANDRA DRIVER3 | 3216 MALCOLM RD. MELISSA, TX 75454 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| ESTATE OF JACK MAYNARD JR3 | 50 CROSSBOW LAKE CT COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| ROBIN L HARRIS3 | 133 SANDSTONE RD COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| JANICE A SMITH3 | 217 S WOODGREEN WAY GREENVILLE, SC 29615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| EMPLOYEE BENEFIT ADVANTAGES INC3 | 14740 BOWERS DRIVE NW RAMSEY, MN 55303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CLIENT BENEFIT INSURANCE SERVICES3 Filed as: CLIENT BENEFIT INSURANCE SERVICES I | 10769 WOODSIDE AVE SANTEE, CA 92071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| MINOR AND ASSOCIATES INC3 | 2146 PRESERVE DR AUBURN, AL 36879 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CRAIG ALEXANDER MILLER3 | 30 SOUTHFORK RD DADEVILLE, AL 36853 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NI LLC | 435 NORTH WHITTINGTON PARKWAY LOUISVILLE, KY 40222 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| PAUL STANLEY JR3 | 5264 INTERNATIONAL BLVD NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ELIZABETH MARIE LANGEVIN3 Filed as: ELIZABETH ANNE FELL | 3996 RICHMOND PARK DR E JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| KEVIN MURPHY3 Filed as: KEVIN ARMSTRONG INSURANCE INC | 4027 W FAIDLEY AVE GRAND ISLAND, NE 68803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MARTIN J URBANSKI3 | 2809 STATE ST GRAND ISLAND, NE 68803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT RD TIVERTON, RI 02878 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| STANLEY ZALESKI3 | 8916 CROWN COLONY BLVD FORT MYERS, FL 33908 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ELIOT F MORRISON3 | 5 FIELD RD DANBURY, CT 06811 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| IAN A SCHUMPERT3 | 121 MONROE STREET NEWBERRY, SC 29108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DON FENNELL3 | 13659 QUEENS HARBOR BLVD N JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| RON BOWLING3 | 8575 W 110TH STREET STE 210 OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHANE SAMANTHA HINES3 | 927 KINBLE ROCK COURT LAS VEGAS, NV 89149 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| TIMOTHY J SLATER3 | 466 CARNEGIE DR PITTSBURGH, PA 15243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| LES MILLER3 | DBA LMA BENEFITS ABILENE, TX 79606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| INSYNC BENEFITS INC3 | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| LARRY J ALLBRITTON3 | 5105 WILDER TRL SHERMAN, TX 75092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| GLORIA B WHITE3 | 406 S SHERWOOD DR APT 6 SEARCY, AR 72143 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| EMILY PORRECA3 | 146 WINDFIELDS LN WOODSTOCK, GA 30188 | THE PAUL REVERE LIFE INSURANCE COMPANY | $40 | — | $40 | 0.47% |
| BENEFIT COMMUNICATIONS INC3 | 2977 SIDCO DR NASHVILLE, TN 37204 | THE PAUL REVERE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.11% |
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 | 9,425 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 84 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 129 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,638 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 6,744 | $1.3M |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 704 | $984K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 704 | $984K |
| Other(9 contracts, 6 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 9,425 | $13.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,425 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.