| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COBBS ALLEN & HALL INC Filed as: COBBS ALLEN HALL INC. | 115 OFFICE PARK DRIVE BIRMINGHAM, AL 35223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $986 | $179 | $1K | — |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | P.O. BOX 10265 BIRMINGHAM, AL 35202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $728 | $0 | $728 | — |
| KLD INSURANCE BENEFITS INC3 Filed as: KLD INS BENEFITS INC | 0985 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $700 | $0 | $700 | — |
| ROBERT H STONE SR3 | 3604 COVENTRY CIRCLE VESTAVIA HILLS, AL 35243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $521 | $2 | $523 | — |
| AIMEE STONE3 | 3604 COVENTRY CIR VESTAVIA, AL 35243 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $260 | $24 | $284 | — |
| TAMARA ANN BUSCHER3 | 1318 S WINTERBROOK OLATHE, KS 66062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $259 | $21 | $280 | — |
| NORMAC SOLUTIONS INC3 Filed as: NORMAC SOLUTIONS, INC. | 449 HOPKINS ROAD TOWNVILLE, SC 29689 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $217 | $0 | $217 | — |
| DAN HENRY SINGLEY III3 | 4268 SHARPSBURG DRIVE BIRMINGHAM, AL 35213 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $194 | $0 | $194 | — |
| CAROLE H WARREN3 | 2716 HANOVER CIRCLE BIRMINGHAM, AL 35205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $133 | $0 | $133 | — |
| CAROL PURDY FIELDS3 | 204 POTOMAC COURT WOODSTOCK, GA 30188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | $0 | $94 | — |
| PLM SOLUTIONS INC3 Filed as: PLM SOLUTIONS, INC. | 557 GRAVES ROAD WEDOWEE, AL 36278 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $0 | $92 | — |
| BURTON M HERRING JR3 | 922 OLD FEDERAL RD SHORTER, AL 36075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $0 | $87 | — |
| TODD BOOZER3 | 2900 CAHABA ROAD BIRMINGHAM, AL 35223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | $0 | $72 | — |
| SHANNON RALEY3 | 1409 PANORAMA DRIVE VESTAVIA HILLS, AL 35216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $1 | $56 | — |
| LISA MARIE HALL3 | 113 WOODBERRY CROSSETT, AR 71635 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | — |
| MARSH & MCLENNAN AGENCY LLC3 | P O BOX 70 WEST POINT, GA 31833 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | — |
| D'ARCIPRETE & ASSOCIATES INC3 Filed as: D'ARCIPRETE & ASSOCIATES INC. | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | — |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $9 | $49 | — |
| RYAN BOWLING3 | 8575 WEST 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | — |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | — |
| CAROLYN GROVER3 | 206 FOX CHAPEL DR IRMO, SC 29093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | — |
| HEATHER HORN3 | 126 REED LANE LOCUST FORK, AL 35097 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | — |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN HALL INC. | 115 OFFICE PARK DRIVE BIRMINGHAM, AL 35223 | VSP VISION CARE | $2K | $0 | $2K | — |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN HALL INC. | 115 OFFICE PARK DRIVE BIRMINGHAM, AL 35223 | DELTA DENTAL INSURANCE COMPANY | $27K | $0 | $27K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF AL EIN 63-0103830 SERVICE PROVIDER | Contract Administrator Service code 13 | 450 RIVERCHASE PARKWAY EAST P.O. BOX 995 BIRMINGHAM, AL 35298 | $377K |
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 | 679 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 679 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL INSURANCE COMPANY | 557 | $0 |
| Vision | VSP VISION CARE | 473 | $0 |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 79 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 557 | — |
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."
No prospect flags tripped on this filing.