| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INS INC | PO BOX 1490 JACKSON, MS 39215 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | — | $23K | 15.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | PO BOX 1490 JACKSON, MS 39215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $2K | $14K | 9.31% |
| SECURITY INSURANCE AGENCY INC3 | PO BOX 89 PHILADELPHIA, MS 38350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 5.44% |
| SEHC BENEFITS LLC3 | 242 SAWBRIDGE DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 4.16% |
| ROBBINS RESEARCH AND PLANNING INC3 | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 2.44% |
| J MICHAEL NORRIS INC3 | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $384 | $3K | 2.17% |
| REBECCA LYNN SMITH3 | 103 GRANFIELD COURT CANTON, MS 39046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $75 | $2K | 1.50% |
| HOLLINGSWORTH BENEFITS SOLUTIONS3 | 2 WIGEON RAYMOND, MS 39154 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $439 | $2K | 1.06% |
| KELLIE WELLS3 | 16281 SAVOY PORT FAIRHOPE, AL 36532 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $837 | $395 | $1K | 0.81% |
| LARRY WELCH3 | 5004 HAWTHORNE PLACE CHELSEA, AL 35043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $956 | — | $956 | 0.63% |
| DON M BROOKS3 | PO BOX 2112 OXFORD, MS 38655 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $856 | $72 | $928 | 0.61% |
| KATIE MULLINS WALDROP3 Filed as: KATIE ABIGAIL MULLINS | 1042 POPLAR SPRINGS ROAD MENDENHALL, MS 39114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $803 | $93 | $896 | 0.59% |
| JAMES J PHARES3 | 2037 AZALEE LANE SUMMERVILLE, SC 29483 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $510 | $216 | $726 | 0.48% |
| LISA S LEE3 | 5794 SCR 131 MORTON, MS 39117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $416 | $256 | $672 | 0.44% |
| TARKENTON T DILLARD3 | 6406 EAST PATRICK COURT MONTGOMERY, AL 36117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $541 | $29 | $570 | 0.38% |
| STEVEN WELTON GREGORY3 | 614 CAMELLIA POINTE BOULEVARD OCEAN SPRINGS, MS 39564 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $304 | $162 | $466 | 0.31% |
| THOMAS E GRAHAM3 | 5304 SOUTH STREET OCEAN SPRINGS, MS 39564 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $435 | — | $435 | 0.29% |
| PAMELA E JONES3 | 55 SHORELINE DRIVE COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $209 | $78 | $287 | 0.19% |
| THOMAS A TURNER IV INSURANCE LLC3 | 909 BAY RIDGE DRIVE JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $261 | $20 | $281 | 0.19% |
| CAROLYN MILLER3 | 2897 BOHICKET ROAD JOHNS ISLAND, SC 29455 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $253 | — | $253 | 0.17% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | $150 | $235 | 0.16% |
| ROBERT GENE RAMSAY3 | 1836 HARRISON DRIVE GARDENDALE, AL 35071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $225 | — | $225 | 0.15% |
| JUDGE BLOUNT3 | 2407 SOUTH SHORE DRIVE BILOXI, MS 39532 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $204 | $1 | $205 | 0.14% |
| TIMOTHY R KLATT3 | 23836-H W. CYPRESS WAY ORANGE BEACH, AL 36561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $149 | $54 | $203 | 0.13% |
| JESSICA SHELTON3 | P.O. BOX 555 ELBERTA, AL 36530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $139 | $61 | $200 | 0.13% |
| PAUL STANLEY JR3 | 5264 INTERNATIONAL BOULEVARD NORTH CHARLESTON, SC 29418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $82 | $168 | 0.11% |
| APRIL MECHATTO3 | 123 BAYOU CIRCLE GULFPORT, MS 39507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $157 | $8 | $165 | 0.11% |
| JASON RYAN SHEFFIELD3 | 125 MCGRAPH COVE SALTILLO, MS 38866 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | $2 | $156 | 0.10% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $74 | $126 | 0.08% |
| COWLEY INSURANCE SERVICES INC3 | 1781 SUMMERLAKE DRIVE TUPELO, MS 38801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $32 | $110 | 0.07% |
| STACIA ROBINSON3 | 6008 EAST SHIRLEY LANE MONTGOMERY, AL 36117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | $6 | $82 | 0.05% |
| WILLIAM T MILLER3 | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $15 | $81 | 0.05% |
| THE CLARK GROUP OF SC3 | 589 WINDMERE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $44 | $76 | 0.05% |
| SUZANNE M CALHOUN3 | 3104 HADDONSTONE DRIVE OWENS X ROAD, AL 35763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | — | $74 | 0.05% |
| ANGIE CARMACK LETT3 | 8575 LEE ROAD 146 OPELIKA, AL 36804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 0.04% |
| ASHLEY S WALDRUP3 | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | — | $60 | 0.04% |
| BARNETT BENEFITS GROUP INC3 | 101 BARNETT ROAD LONOKE, AR 72086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | — | $60 | 0.04% |
| JANICE D RUCKS3 | 1204 CHAMBERLAIN NO 4 MEMPHIS, TN 38119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.04% |
| VALERIE VOYLES3 | 710 CHESTER AVENUE TUPELO, MS 38804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.03% |
| ROBERT P BARBATI3 | 1078 NORTH SHADOW DRIVE MT PLEASANT, SC 29464 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.03% |
| JENNIFER GRIGGS3 Filed as: JENNIFER HUNTER | 101 JULIE LANE BRINKLEY, AR 72021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.02% |
| C&J BENEFITS AGENCY LLC3 | 123 HILLTOP BUSINESS DRIVE PELHAM, AL 35124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $13 | $28 | 0.02% |
| JT BENEFITS LLC3 | 123 HILLTOP BUSINESS CENTER PELHAM, AL 35124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $11 | $26 | 0.02% |
| EMILY MEGUMI ERVIN3 | 1012 HIGHWAY 43 NORTH PELAHATCHIE, MS 39145 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.02% |
| JOHN RENE WALDRUP3 | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.02% |
| SHARON SIMPSON MCCLENDON3 | 4207 TURKEY CREEK ROAD PLANT CITY, FL 33567 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ADAM IRA BROWN | 700 NORTHEAST 7TH AVENUE #6 FORT LAUDERDALE, FL 33304 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.01% |
| WALTER LUCAS JR3 Filed as: WALTER LUCAS | 5365 RED FOX ROAD JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| BURTON M HERRING JR3 | 1135 ARLINGTON DRIVE BIRMINGHAM, AL 35224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| JENNA AILENE SWEARINGEN3 | 122 JOHN EVANS ROAD PETAL, MS 39465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| PORTER A BURKE3 | 113 NORTH MCGREGOR STREET WIGGINS, MS 39577 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| DENNIS L HUMPHREY3 | 3114 BROOKHAVEN COURT DEER PARK, TX 77536 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| EDGHILL ENTERPRISES LLC3 | 1420 WEST Q STREET LINCOLN, NE 68528 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| SCARLETT PARKER3 | 19 GRANDBABY LANE HATTIESBURG, MS 39402 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| MARIA VERONICA JARQUE3 Filed as: MARIA VERONIA JARQUE | 701 WRELTON DRIVE SAN DIEGO, CA 92109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| JORDANO GROUP INC3 | 12751 ORANGE BOULEVARD WEST PALM BEACH, FL 33412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| EMMA ANN DEAN3 | 350 SOUTH BELVEDERE DRIVE HAMPSTEAD, NC 28443 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| LAURIE J BURNS3 | 303 PLYER ROAD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| WILLIAM RICHARD KYZER3 | PO BOX 8213 HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| STALTARE BENEFITS INC3 | 700 EAST ATLANTIC BOULEVARD POMPANO BEACH, FL 33060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KLH INSURANCE INC | 3357 POLK STREET NORTHEAST MINNEAPOLIS, MN 55418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ETCHESON INC3 | 3264 PLEASANT LANE DERIDDER, LA 70634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JACQUELINE BARTHELEMY3 Filed as: JACQUELINE MARIE STUEMKY | 10208 MIDDLE DARLEEN LEANDER, TX 78641 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: FOX/EVERETT A DIVISION OF HUB INTER | 300 CONCOURSE BLVD, SUITE 300 RIDGELAND, MS 39157 | IRONSHORE REINSURANCE | $13K | — | $13K | 10.15% |
| BOTRELL INSURANCE AGENCY3 | PO BOX 1490 JACKSON, MS 39215 | IRONSHORE REINSURANCE | $6K | — | $6K | 5.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | PO BOX 1490 JACKSON, MS 39215 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | — | $11K | 15.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INS INC | PO BOX 1490 JACKSON, MS 39215 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | — | $11K | 15.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | PO BOX 1490 JACKSON, MA 39215 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INSURANCE INC | PO BOX 1490 JACKSON, MS 39215 | STARMOUNT LIFE INSURANCE COMPANY | $3K | — | $3K | 13.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BROTTRELL INS INC | PO BOX 1490 JACKSON, MS 39215 | COLONIAL LIFE & ACCIDENT COMPANY | $2K | $213 | $2K | 9.98% |
| SECURITY INSURANCE AGENCY INC3 | PO BOX 89 PHILADELPHIA, MS 38350 | COLONIAL LIFE & ACCIDENT COMPANY | $1K | — | $1K | 5.87% |
| SEHC BENEFITS LLC3 | 242 SAWBRIDGE DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT COMPANY | $623 | $308 | $931 | 5.16% |
| KELLIE WELLS3 | 16281 SAVOY PORT FAIRHOPE, AL 36532 | COLONIAL LIFE & ACCIDENT COMPANY | $358 | $169 | $527 | 2.92% |
| ROBBINS RESEARCH AND PLANNING INC3 | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT COMPANY | $233 | $209 | $442 | 2.45% |
| J MICHAEL NORRIS INC3 | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT COMPANY | $364 | $50 | $414 | 2.29% |
| DON M BROOKS3 | PO BOX 2112 OXFORD, MS 38655 | COLONIAL LIFE & ACCIDENT COMPANY | $324 | $28 | $352 | 1.95% |
| REBECCA LYNN SMITH3 | 103 GRANFIELD COURT CANTON, MS 39046 | COLONIAL LIFE & ACCIDENT COMPANY | $220 | $7 | $227 | 1.26% |
| HOLLINGSWORTH BENEFITS SOLUTIONS3 | 2 WIGEON RAYMOND, MS 39154 | COLONIAL LIFE & ACCIDENT COMPANY | $147 | $49 | $196 | 1.09% |
| TIMOTHY R KLATT3 | 23836-H WEST CYPRESS WAY ORANGE BEACH, AL 36561 | COLONIAL LIFE & ACCIDENT COMPANY | $54 | $20 | $74 | 0.41% |
| THOMAS E GRAHAM3 | 5304 SOUTH STREET OCEAN SPRINGS, MS 39564 | COLONIAL LIFE & ACCIDENT COMPANY | $57 | — | $57 | 0.32% |
| LISA S LEE3 | 5794 SCR 131 MORTON, MS 39117 | COLONIAL LIFE & ACCIDENT COMPANY | $41 | $13 | $54 | 0.30% |
| STEVEN WELTON GREGORY3 | 614 CAMELLIA POINTE BOULEVARD OCEAN SPRINGS, MS 39564 | COLONIAL LIFE & ACCIDENT COMPANY | $34 | $18 | $52 | 0.29% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT COMPANY | $18 | $32 | $50 | 0.28% |
| COWLEY INSURANCE SERVICES INC3 | 1781 SUMMERLAKE DRIVE TUPELO, MS 38801 | COLONIAL LIFE & ACCIDENT COMPANY | $24 | $10 | $34 | 0.19% |
| KATIE MULLINS WALDROP3 Filed as: KATIE ABIGAIL MULLINS | 1042 POPLAR SPRINGS ROAD MENDENHALL, MS 39114 | COLONIAL LIFE & ACCIDENT COMPANY | $28 | $3 | $31 | 0.17% |
| CAROLYN MILLER3 | 2897 BOHICKET ROAD JOHNS ISLAND, SC 29455 | COLONIAL LIFE & ACCIDENT COMPANY | $22 | — | $22 | 0.12% |
| THOMAS A TURNER IV INSURANCE LLC3 | 909 BAY RIDGE DRIVE JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT COMPANY | $18 | $1 | $19 | 0.11% |
| JUDGE BLOUNT3 | 2407 SOUTH SHORE DRIVE BILOXI, MS 39532 | COLONIAL LIFE & ACCIDENT COMPANY | $14 | — | $14 | 0.08% |
| TARKENTON T DILLARD3 | 6406 EAST PATRICK COURT MONTGOMERY, AL 36117 | COLONIAL LIFE & ACCIDENT COMPANY | $8 | — | $8 | 0.04% |
| PAUL STANLEY JR3 | 880 JOHNNY DODD BOULEVARD MT PLEASANT, SC 29464 | COLONIAL LIFE & ACCIDENT COMPANY | $3 | $3 | $6 | 0.03% |
| ANGIE CARMACK LETT3 | 8575 LEE ROAD 146 OPELIKA, AL 36804 | COLONIAL LIFE & ACCIDENT COMPANY | $4 | — | $4 | 0.02% |
| JOHN RENE WALDRUP3 | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE & ACCIDENT COMPANY | $4 | — | $4 | 0.02% |
| ASHLEY S WALDRUP3 | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE & ACCIDENT COMPANY | $3 | — | $3 | 0.02% |
| EMILY MEGUMI ERVIN3 | 1012 HIGHWAY 43 NORTH PELAHATCHIE, MS 39145 | COLONIAL LIFE & ACCIDENT COMPANY | $3 | — | $3 | 0.02% |
| APRIL MECHATTO3 | 123 BAYOU CIRCLE GULFPORT, MS 39507 | COLONIAL LIFE & ACCIDENT COMPANY | $3 | — | $3 | 0.02% |
| JASON RYAN SHEFFIELD3 | 125 MCGRAPH COVE SALTILLO, MS 38866 | COLONIAL LIFE & ACCIDENT COMPANY | $3 | — | $3 | 0.02% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT COMPANY | $1 | $1 | $2 | 0.01% |
| WALTER LUCAS JR3 Filed as: WALTER LUCAS | 5365 RED FOX ROAD JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT COMPANY | $1 | — | $1 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: FISHER BROWN BOTTRELL INS INC | PO BOX 1490 JACKSON, MS 39215 | MUTUAL OF OMAHA INSURANCE COMPANY | $921 | — | $921 | 14.99% |
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 | 308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 21 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 198 | $26K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 307 | $226K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 127 | $49K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 166 | $71K |
| Stop-loss / reinsurancereinsurance | IRONSHORE REINSURANCE | 229 | $128K |
| Other(5 contracts, 4 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 307 | $402K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 307 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.