| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | PHIPPS TOWER SUITE 1100 3438 PEACHTREE ROAD NE ATLANTA, GA 303261172 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $56K | $5K | $61K | 15.29% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | PHIPPS TOWER SUITE 1100 3438 PEACHTREE ROAD ATLANTA, GA 30326 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | — | $8K | 6.44% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | PHIPPS TOWER SUITE 1100 3438 PEACHTREE ROAD ATLANTA, GA 30326 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $837 | $5K | 12.55% |
| TYLER HERRINGTON TORBETT3 | 3604 ROBINSON WALK DRIVE MARIETTA, GA 30068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $961 | $1K | $2K | 5.34% |
| KLD INSURANCE BENEFITS INC3 Filed as: KLD INSURANCE BENEFITS INC. | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $621 | $333 | $954 | 2.33% |
| EMILY PORRECA3 | 146 WINDFIELDS LANE WOODSTOCK, GA 30188 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $663 | $171 | $834 | 2.03% |
| BARBARA J LAKE3 | 226 N HIGH ST MORRISTOWN, IN 46161 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $430 | $100 | $530 | 1.29% |
| SANDRA SIMS3 | 13750 W COLONIAL DRIVE STE 350 WINTER GARDEN, FL 34787 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $373 | $122 | $495 | 1.21% |
| PATRICIA A DUNCAN3 | 520 WHEATFIELD ROAD FRANKLIN, NC 28734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $365 | $62 | $427 | 1.04% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $326 | $39 | $365 | 0.89% |
| MARIA VERONICA JARQUE3 | 701 WRELTON DRIVE SAN DIEGO, CA 92109 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $263 | $38 | $301 | 0.73% |
| JAMES M EANES3 | 1700 E JACKSON STREET PENSACOLA, FL 32501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $236 | $55 | $291 | 0.71% |
| MARYLINE Z ORELLANA3 | 2949 CLIPPER COVE LANE KISSIMEE, FL 34741 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $201 | — | $201 | 0.49% |
| ASSUREDPARTNERS3 Filed as: JENNIFER ROSE SMITH | 4920 W SAN RAFAEL STREET TAMPA, FL 33629 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $158 | — | $158 | 0.39% |
| KENNETH B TORBETT3 | 453 BRUSHSTROKE COURT MARIETTA, GA 30067 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $153 | — | $153 | 0.37% |
| NORMAC SOLUTIONS INC3 Filed as: NORMAC SOLUTIONS INC. | 3730 EVEREST DRIVE MONTGOMERY, AL 36106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $149 | $4 | $153 | 0.37% |
| AMY E COHEN3 Filed as: AMY H COHEN | 19967 VILLA LANTE PLACE BOCA RATON, FL 33434 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $80 | $15 | $95 | 0.23% |
| CAROLE H WARREN3 | 1300 27TH PLACE SOUTH BIRMINGHAM, AL 35205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $57 | $6 | $63 | 0.15% |
| JOE GORDON3 | 5417 WINTHROP AVENUE INDIANAPOLIS, IN 46220 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $42 | $58 | 0.14% |
| CAROL BARNES3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $53 | $3 | $56 | 0.14% |
| WILLIAM RENNARD3 | 3001 ALOMA AVENUE WINTER PARK, FL 32792 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $28 | $56 | 0.14% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $45 | $4 | $49 | 0.12% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT ROAD JACKSONVILLE, FL 32258 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $33 | $13 | $46 | 0.11% |
| DANA MARIE MOWATT3 | 23701 S. WESTERN AVENUE SUITE 112 TORRANCE, CA 90501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.11% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | $12 | $38 | 0.09% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN COURT JACKSONVILLE, FL 32224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $27 | $9 | $36 | 0.09% |
| LAURA B WETT3 | 8496 100TH STREET E. NORTHFIELD, MN 55057 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.08% |
| NORWOOD BENEFIT SERVICES INC3 Filed as: NORWOOD BENEFIT SERVICES INC. | 6478 LONG BREEZE ROAD ORLANDO, FL 32810 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $4 | $32 | 0.08% |
| MICHAEL A DUARTE3 | 515 DULL STREET DICKSON, TN 37055 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $6 | $30 | 0.07% |
| D'ARCIPRETE & ASSOCIATES INC3 Filed as: D'ARCIPRETE AND ASSOCIATES, INC. | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $18 | $30 | 0.07% |
| NELSON BENEFITS GROUP LLC3 | 35054 KAREN ROAD CALLAHAN, FL 32011 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $14 | $28 | 0.07% |
| KYLE RUSSEY3 | 6921 E WEDGEWOOD AVENUE DAVIE, FL 33331 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $7 | $19 | 0.05% |
| WAYNE RIMMER3 | 7454 FARMERS ROAD PENSACOLA, FL 32526 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.04% |
| CAPTURED MOMENTS BY KATE LLC3 | 14244 PALMETTO SPRINGS STREET JACKSONVILLE, FL 32258 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $3 | $17 | 0.04% |
| CHALSEE CANTRELL3 | 1007 THISTLE DRIVE MESQUITE, TX 75149 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.03% |
| C MARIE ADAMS VOLK3 | 2295 OLD ORCHARD DRIVE MARIETTA, GA 30068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KLH INSURANCE INC. | 12810 PRIMROSE LANE EDEN PRAIRIE, MN 55344 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: NORTHWESTERN BENEFIT CORP OF GA | PHIPPS TOWER SUITE 1100 3438 PEACHTREE ROAD ATLANTA, GA 303261555 | VISION SERVICE PLAN | $1K | — | $1K | 5.01% |
| SANDRA SIMS3 | 13750 W COLONIAL DRIVE SUITE 350 WINTER GARDEN, FL 34787 | THE PAUL REVERE LIFE INSURANCE COMPANY | $18 | $3 | $21 | 2.07% |
| MARIA VERONICA JARQUE3 | 4085 NOBEL DRIVE #29 SAN DIEGO, CA 92122 | THE PAUL REVERE LIFE INSURANCE COMPANY | $14 | — | $14 | 1.38% |
| KLD INSURANCE BENEFITS INC3 Filed as: KLD INSURANCE BENEFITS INC. | 9085 BETHEL ROAD GAINESVILLE, GA 30506 | THE PAUL REVERE LIFE INSURANCE COMPANY | $13 | — | $13 | 1.28% |
| TYLER HERRINGTON TORBETT3 | 3604 ROBINSON WALK DRIVE MARIETTA, GA 30068 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | $8 | $13 | 1.28% |
| NORMAC SOLUTIONS INC3 Filed as: NORMAC SOLUTIONS INC. | 3730 EVEREST DRIVE MONTGOMERY, AL 36106 | THE PAUL REVERE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.79% |
| EMILY PORRECA3 | 146 WINDFIELDS LANE WOODSTOCK, GA 30188 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.39% |
| KENNETH B TORBETT3 Filed as: KENNETH TORBETT | 453 BRUSHSTROKE COURT MARIETTA, GA 30067 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.30% |
| WILLIAM RENNARD3 | 3001 ALOMA AVENUE WINTER PARK, FL 32792 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.20% |
| NORWOOD BENEFIT SERVICES INC3 Filed as: NORWOOD BENEFIT SERVICES INC. | 6478 LONG BREEZE ROAD ORLANDO, FL 32810 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.10% |
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 | 164 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 227 | $401K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 357 | $119K |
| Vision | VISION SERVICE PLAN | 139 | $25K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 357 | $119K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 357 | $119K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 61 | $42K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 357 | — |
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.