| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EMPLOYEE BENEFIT SPECIALISTS3 Filed as: EMPLOYEE BENEFIT SPECIALISTS PA | 169 A LAMEUSE ST BILOXI, MS 39350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123K | $0 | $123K | 4.79% |
| J E YORK & ASSOC INC3 Filed as: JE YORK & ASSOC INC. | 730 E MAIN ADA, OH 74820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123K | $0 | $123K | 4.77% |
| GARY FANCHER INSURANCE PLLC3 | 1918 COOPER DRIVE IRVING, TX 75061 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61K | $8K | $69K | 2.69% |
| CHRISTI MAE WOODARD3 Filed as: CHRISTI MAE WOODWARD | 5405 SUDBURY LN OKLAHOMA CITY, OK 73135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46K | $4K | $50K | 1.96% |
| VIRGINIA LEDER-CLARK3 | 5213 MARSHALL CREEK FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31K | $10K | $41K | 1.58% |
| EAST TEXAS BUSINESS SOLUTIONS LLC3 | 641 COUNTY ROAD 2311 MINEOLA, TX 75773 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $15K | $30K | 1.16% |
| BRANDI TICE3 | 506 N CHICKASAW PAULS VALLEY, OK 73075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $1K | $16K | 0.64% |
| STEVEN WELTON GREGORY3 | 614 CAMELLIA POINTE BLVD. OCEAN SPRINGS, MS 39564 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $4K | $14K | 0.55% |
| BANEZA RICHARDS3 | 4524 CRESTMERE LANE EDMOND, OK 73025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $7K | $12K | 0.49% |
| SAMUEL A MCFALL3 | 609 NORTH BROADWAY WICHITA, KS 67214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $2K | $10K | 0.37% |
| ERIC BROGAN3 Filed as: ERIC L MILLER | 4505 W PIONEER DR IRVING, TX 75061 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $275 | $9K | 0.35% |
| GLYNDA C FRY-STEWART3 | 12060 84TH STREET LEXINGTON, OK 73051 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $4K | $9K | 0.34% |
| MPART BENEFITS INC3 Filed as: MPART BENEFITS INC. | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $5K | $9K | 0.34% |
| DIEGO DE MOYA3 | 1732 VALLEY VIEW LN APT 2102 IRVING, TX 75061 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $1K | $8K | 0.32% |
| LORINDA LEA SEEGER3 | 413 NW 143RD STREET EDMOND, OK 73013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $428 | $7K | 0.28% |
| VIRGINIA A HAFFENER3 | 4573 COUNTY ROAD 2630 COFFEYVILLE, KS 67337 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $178 | $7K | 0.26% |
| ERNESTO ELOY GARCIA3 | 4710 FALLON PL DALLAS, TX 75227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $668 | $7K | 0.26% |
| TRIFLEX CORPORATION3 | 4023 N O'CONNOR RD IRVING, TX 75062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $258 | $6K | 0.24% |
| COLONIAL OF NORTH TEXAS INSURANCE3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $4K | $6K | 0.24% |
| CRAIG LEE KREUTZER3 | 1112 WILSON DRIVE LANTANA, TX 76226 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $6K | 0.22% |
| JON STAFFORD3 | 945 NW 30TH CT MOORE, OK 73160 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $822 | $6K | 0.22% |
| DAWNA WILLIAMS3 | 3024 SW 130TH STREET OKLAHOMA CITY, OK 73170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $3K | $5K | 0.21% |
| RODNEY G STORCK3 | 609 NORTH BROADWAY WICHITA, KS 67214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $121 | $5K | 0.20% |
| KIMBERLY MICHELE HARRIS3 | 5425 SIERRA RIDGE DR FORT WORTH, TX 76123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $3 | $5K | 0.20% |
| DOUGLAS LOYAL NERDAHL3 | 4808 NW 77TH STREET OKLAHOMA CITY, OK 73132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $305 | $5K | 0.20% |
| SALLY ELIZABETH PARKER3 | 309 WINDMILL DRIVE LAVON, TX 75166 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $158 | $4K | 0.16% |
| AMY PALMISANO TULLIS3 | 8425 STEPHANIE DRIVE NORTH RICHLAND, TX 76182 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $242 | $4K | 0.15% |
| BARBARA ANN BASTON3 | 5401 MANSEL LANE FT WORTH, TX 76134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $194 | $4K | 0.15% |
| MARILYN K EMBERSON3 | 7220 N HAMMOND AVENUE OKLAHOMA CITY, OK 73132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $90 | $4K | 0.14% |
| ELUNTRA SHUNDALE CLEMONS3 | 2770 BARDIN ROAD GRAND PRAIRIE, TX 75052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 0.14% |
| BILLY MARK ROBERSON3 | 17415 SHADY CANYON SAN ANTONIO, TX 78248 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $939 | $3K | 0.13% |
| PENELOPE ROSAS3 | 7300 HENNEMAN WAY MCKINNEY, TX 75070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $451 | $3K | 0.13% |
| FREEMAN INSURANCE SERVICES LLC3 Filed as: FREEMAN INSURANCE AGENCY LLC | 781 COUNTRY STREET 2925 TUTTLE, OK 73089 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $879 | $3K | 0.13% |
| MANUEL FUENTES3 | 23910 W INTERSTATE 10 SAN ANTONIO, TX 78257 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $929 | $3K | 0.12% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TN 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $916 | $3K | 0.12% |
| BARBARA DEVRIES3 | 14353 TANGLEWOOD DRIVE FARMERS BRANCH, TX 75234 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 0.11% |
| DAVID OTTO3 | 504 10TH AVE CANYON, TX 79015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 0.11% |
| CHRISTOPHER D TYLER3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $893 | $3K | 0.10% |
| LARRY D DENNY3 | 2614 N/S 378 HOLDENVILLE, OK 74848 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $314 | $2K | $2K | 0.10% |
| FRANCISCO X CABRERA3 | PO BOX 1871 FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $6 | $2K | 0.09% |
| EDNEY ENTERPRISES LLC3 | 22873 COUNTY RD 3107 GLADE WATER, TX 75647 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $328 | $2K | 0.08% |
| HORIZON BENEFITS LLC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $683 | $1K | $2K | 0.07% |
| KAREN TYLER-DUNN3 | 714 SEYMOUR DR FRISCO, TX 75033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $131 | $2K | 0.07% |
| RON BOWLING3 | 8575 W 110TH STREET OVERLAND PARK, KS 66210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $948 | $711 | $2K | 0.06% |
| KATHY DARLENE HOUSTON EVANS3 | 912 W BROADWAY AVE ELK CITY, OK 73644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $837 | $588 | $1K | 0.06% |
| CAROL M PASTERNAK-RIFFE3 | 247 GRAHAM DR FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $199 | $1K | 0.05% |
| TIFFANY DENNY3 | PO BOX 306 WETUMKA, OK 74883 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $149 | $1K | $1K | 0.05% |
| BENJAMIN AUSTIN3 | 9523 COVE CIRCLE SHREVEPORT, LA 71118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.05% |
| CODY FREEMAN3 | 2228 SHADOWLAKE DR OKLAHOMA CITY, OK 73159 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $398 | $615 | $1K | 0.04% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $586 | $261 | $847 | 0.03% |
| KEVIN FITZGERALD HOWARD3 | 561 BODEN WAY APT 3B OAKLAND, CA 94610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $783 | $37 | $820 | 0.03% |
| THRIVE BENEFIT SOLUTIONS3 | 14465 WEBB CHAPEL RD SUITE 212 FARMERS BRANCH, TX 75234 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $450 | $366 | $816 | 0.03% |
| HUGHES FINANCIAL CONSULTANTS LLC3 | 1100 SOUTH WALL AVE TYLER, TX 75701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $771 | $24 | $795 | 0.03% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $770 | $0 | $770 | 0.03% |
| STEVEN BOWLING3 Filed as: STEVEN DOUGLAS HUGHES | 1100 SOUTH WALL AVE TYLER, TX 75701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $663 | $85 | $748 | 0.03% |
| JG BENEFITS CONSULTANTS3 | 12300 FORD ROAD FARMERS BRANCH, TX 75234 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $358 | $285 | $643 | 0.02% |
| KELLY W PUGH3 | 7367 S 286TH EAST AVE BROKEN ARROW, OK 74014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $469 | $154 | $623 | 0.02% |
| KRISTIN KAY FINN3 | 4810 CEDAR SPRINGS RD DALLAS, TX 75219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $297 | $324 | $621 | 0.02% |
| HELEN RODRIGUEZ-BURTON3 | PO BOX 10021 AMARILLO, TX 79116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $432 | $183 | $615 | 0.02% |
| TRENT MARTIN BRYANT3 Filed as: TRENT BRYANT | 7112 RAGGIO LANE BILOXI, MS 39532 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $608 | $0 | $608 | 0.02% |
| SA GENERAL AGENCY INC3 Filed as: SA GENERAL AGENCY INC. | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $256 | $278 | $534 | 0.02% |
| SHANNON MARIE BALDWIN3 | 10222 E 114TH STREET S BIXBY, OK 74008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $447 | $0 | $447 | 0.02% |
| BRIDGET ZUNIGA3 | 14609 W 62ND STREET SHAWNEE, KS 66216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $431 | $0 | $431 | 0.02% |
| DALE T BUTLER3 | 15234 REEDS STREET OVERLAND PARK, KS 66223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $422 | $0 | $422 | 0.02% |
| SANDRA SIMS3 | 13750 W COLONIAL DRIVE SUITE 350 WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $346 | $74 | $420 | 0.02% |
| TERRY SPERLE3 Filed as: TERRY L SPERLE | 1211 NORTH GLENN ENGLISH STREET CORDELL, OK 73632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $146 | $209 | $355 | 0.01% |
| CAROL A BAKER3 | 2318 PROMONTORY POINT PLANO, TX 75075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $299 | $55 | $354 | 0.01% |
| VALENE RUBIO3 | 1206 COUNTY ROAD 433 SAINT JO, TX 76265 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $324 | $0 | $324 | 0.01% |
| DESTIN GREEN3 | 203 OAKWOOD DR HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $305 | $0 | $305 | 0.01% |
| CHANDLER S TULLIS3 | 2824 NAPLES DR. HURST, TX 76054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $253 | $0 | $253 | 0.01% |
| JENNIFER GRIGGS3 Filed as: JENNIFER HUNTER | 101 JULIE LANE BRINKLEY, AR 72021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $215 | $17 | $232 | 0.01% |
| SABRINA S RAMOS3 | 13750 W COLONIAL DR WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | $29 | $158 | 0.01% |
| KATRINA G SPERLE3 Filed as: KATRINA SPERLE | 11827 N 2230 RD CORDEL, OK 73632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | $0 | $136 | 0.01% |
| MELISSA ROBBINS3 | 5105 LANGFORD LANE WICHITA FALLS, TX 76310 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $67 | $118 | 0.00% |
| MARCY A SCOTT3 Filed as: MARCY ALEXIS SCOTT | 13805 E DEERCREEK RD NEWALLA, OK 74857 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | $0 | $112 | 0.00% |
| SOFIA ASHLEY SIMCOX3 | 1049 COVERDALE LN DESOTO, TX 75115 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | $0 | $106 | 0.00% |
| PARRISH J PEACHEE3 | 109 N UNION STREET WESTFIELD, IN 46074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | $3 | $97 | 0.00% |
| BENEFIT COMMUNICATION SERVICES, INC3 Filed as: BENEFIT COMMUNICATION INC. | 2977 SIDCO DR NASHVILLE, TN 37204 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | $0 | $88 | 0.00% |
| DERRICK DANIEL GREEN3 | 203 OAKWOOD DR HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $33 | $58 | 0.00% |
| WILLIAM RENNARD3 | 3001 ALOMA AVE WINTER PARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $4 | $42 | 0.00% |
| NORWOOD BENEFIT SERVICES INC3 Filed as: NORWOOD BENEFIT SERVICES INC. | 6478 LONG BREEZE RD ORLANDO, FL 32810 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $2 | $40 | 0.00% |
| 3B VENTURE GROUP INC3 Filed as: 3B VENTURE GROUP INC. | 1200 MARSHALL ST SHREVEPORT, LA 71101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $9 | $22 | 0.00% |
| CHRISTY LEIGH GERMANY3 | 2116 RUSHING SPRINGS TRAIL EDMOND, OK 73016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.00% |
| LORI VONDENSTEIN MENARD3 | 831 KINGS HWY SHREVEPORT, LA 71104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.00% |
| BURKE WAYNE COVEY3 | PO BOX 407 ARAPAHO, OK 73620 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.00% |
| INSURICA, INC.3 Filed as: INSURICA INC. | PO BOX 25928 OKLAHOMA CITY, OK 73125 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| AHRENS BENEFITS COMMUNICATIONS INC3 Filed as: AHRENS BENEFITS COMMUNICATIONS INC. | 4911 HOLLY TREE DRIVE DALLAS, TX 75287 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| GINGER MULLINS & COMPANY INC3 Filed as: GINGER MULLINS & COMPANY INC. | 1701 CENTERVIEW DRIVE LITTLE ROCK, AR 72211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.00% |
| ROBERT W ALLEN3 | 39 SUNCREST DR CABOT, AR 72023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| TONY HALL3 | PO BOX 3397 CEDAR HILL, TX 75106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| DAWN RENEE MORGAN3 | 6413 DUNMOOR DR PLANO, TX 75093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| BATES INSURANCE GROUP LLC3 | 519 N 1ST PONCA CITY, OK 74601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MICHELE E MARTIN3 | 5717 HEADQUARTERS DRIVE PLANO, TX 75024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| EMPLOYEE BENEFIT SPECIALISTS3 Filed as: EMPLOYEE BENEFIT SPECIALISTS PA | 169A LAMEUSE ST BILOXI, MS 395303810 | AMERITAS LIFE INSURANCE CORP. | $180K | $0 | $180K | 15.00% |
| EMPLOYER ADVOCATES LLC3 Filed as: EMPLOYER ADVOATES LLC | PO BOX 269031 OKLAHOMA CITY, OK 73126 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $60K | $0 | $60K | 10.00% |
| EMPLOYER ADVOCATES LLC3 Filed as: EMPLOYER ADVOCATES | PO BOX 269031 OKLAHOMA CITY, OK 731269031 | VISION SERVICE PLAN | $33K | $0 | $33K | 7.00% |
| EMPLOYER ADVOCATES LLC3 | PO BOX 269031 OKLAHOMA CITY, OK 731269031 | VISION SERVICE PLAN | $92 | $0 | $92 | 7.00% |
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 | 6,770 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 39 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,809 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERITAS LIFE INSURANCE CORP. | 5,539 | $1.2M |
| Vision(2 contracts) | VISION SERVICE PLAN | 3,304 | $469K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,770 | $3.8M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,770 | $3.2M |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,770 | $6.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,770 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.