| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LISA S LEE3 Filed as: LISA LEE | 5794 SCR 131 MORTON, MS 39117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $5K | $18K | — |
| HOLLINGSWORTH BENEFITS SOLUTIONS3 | 2 WIGEON LN RAYMOND, MS 39154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $7K | $17K | — |
| GASPARD EMPLOYEE BENEFITS LLC | 102 RED OAK LN BRANDON, MS 39042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | — |
| FRANK WOODWARD CRAIG3 | 731 AVIGNON DR. STE 1 RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | — |
| ROBBINS RESEARCH AND PLANNING INC3 | 11012 COVINGTON WAY OXFORD, MS 38655 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $933 | $1K | $2K | — |
| SARA MULLINS3 | PO BOX 735 MENDENHALL, MS 39114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $28 | $1K | — |
| KATIE MULLINS WALDROP3 Filed as: KATIE WALDROP | 1042 POPLAR SPRINGS RD MENDENHALL, MS 39114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $86 | $1K | — |
| GUADALUPE LUCY STEVENSON3 | 115 LAKE DOCKERY DR. BYRAM, MS 39272 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $442 | $63 | $505 | — |
| HEATHER SUE GIPSON3 Filed as: HEATHER GIPSON | 12 WHITNEY CIR PURVIS, MS 39475 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $205 | $6 | $211 | — |
| LISA KAY AKIN0 Filed as: LISA AKIN | C/O LISA KAY AKIN MERIDIAN, MS 39301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $189 | $0 | $189 | — |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST INSURANC | PO BOX 1070 MAGEE, MS 39111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $0 | $62 | — |
| AON CONSULTING INC3 Filed as: THERESE HEWITT | PO BOX 15697 HATTIESBURG, MS 39404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | — |
| STEVEN WELTON GREGORY3 Filed as: STEVEN GREGORY | 614 CAMELLIA POINT BLVD OCEAN SPRINGS, MS 39564 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $2 | $9 | — |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES MICHAEL EMIDY | PO BOX 2021 RIDGELAND, MS 39158 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | — |
| EMILY ERVIN | 4938 VEAZY RD COLDWATER, MS 38618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | — |
| BSK BENEFITS PLUS LLC3 | 205 PINECREST DR COVINGTON, LA 70433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | — |
| J MICHAEL NORRIS INC3 | 731 AVINGNONG DR. STE 1 RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | — |
| SAMUEL FERRELL3 | 1019 NORTHWIND LN BRANDON, MO 39047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | — |
| AON CONSULTING INC3 Filed as: HEWITT & ASSOCIATES INC | PO BOX 15697 HATTIESBURG, MS 39404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | — |
| GARLAND INSURANCE INC3 | C/O HOWARD S GARLAND ESTATE CRYSTAL SPRINGS, MS 39059 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
| THOMAS A TURNER IV INSURANCE LLC3 | 909 BAY RIDGE DR. JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
| LISA S LEE3 Filed as: LISA LEE | 5794 SCR 131 MORTON, MS 39117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $11 | $45 | — |
| HOLLINGSWORTH BENEFITS SOLUTIONS | 2 WIGEON LN RAYMOND, MS 39154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $10 | $31 | — |
| GASPARD EMPLOYEE BENEFITS LLC3 | 102 RED OAK LN BRANDON, MS 39042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | — |
| FRANK WOODWARD CRAIG3 | 731 AVIGNON DR. STE 1 RIDGLAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | — |
| ROBBINS RESEARCH AND PLANNING INC3 | 11012 COVINGTON WAY OXFORD, MS 39208 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | — |
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 | 239 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 239 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1 | $0 |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 239 | $0 |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 239 | $0 |
| Stop-loss / reinsurancereinsurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 239 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 239 | — |
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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.