| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MPART BENEFITS INC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23K | $13K | $36K | 8.45% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $324 | $32K | $32K | 7.59% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 2400 N GLENVILLE DR RICHARDSON, TX 75082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27K | $464 | $27K | 6.43% |
| VIRGINIA LEDER-CLARK3 | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $1K | $8K | 1.98% |
| CALVIN DEAN INGLE3 | 1840 LARIAT TRAIL CELINA, TX 75009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 1.48% |
| WILLIAM LEROY VINCENT3 | 2501 CHAMBRAY LANE MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | 1.07% |
| CRAIG LEE KREUTZER3 | 1112 WILSON DRIVE LANTANA, TX 76226 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $77 | $2K | 0.58% |
| BRIAN COHEN3 | 6804 N CAPITAL OF TEXAS HWY AUSTIN, TX 78731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $917 | $20 | $937 | 0.22% |
| FRANCISCO X CABRERA3 | 8616 PALMER COURT MCKINNEY, TX 75072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $799 | — | $799 | 0.19% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY WEST BOERNE, TX 78006 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $754 | $30 | $784 | 0.18% |
| PRISCILLA ANN MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $602 | — | $602 | 0.14% |
| RUBEN D PEREZ3 | 6352 ALCORN AVE DALLAS, TX 75217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $488 | — | $488 | 0.11% |
| WENDY E GUAJARDO-RANGEL3 | 3083 HERSCHEL AVE APT 221 DALLAS, TX 75219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $423 | — | $423 | 0.10% |
| BRANDY R BYERS3 | 9766 STONEHEARTH FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $320 | $5 | $325 | 0.08% |
| ANNALEE AHRENS3 | 4911 HOLLY TREE DR DALLAS, TX 75287 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $280 | — | $280 | 0.07% |
| SULEIKA BLOOM3 | 152 LAKERIDGE DR DALLAS, TX 75218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $211 | — | $211 | 0.05% |
| SALLY ELIZABETH PARKER3 | 309 WINDMILL DRIVE LAVON, TX 75166 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | — | $183 | 0.04% |
| REBECCA G DEJESUS3 | 3732 HILLSDALE FLOWER MOUND, TX 75022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 0.04% |
| THOMAS SNYDER3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $87 | $132 | 0.03% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $1 | $92 | 0.02% |
| WISER BENEFITS LLC3 | 7127 AVIGNON DR ROUND ROCK, TX 78681 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $23 | $83 | 0.02% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | — | $81 | 0.02% |
| JUSTIN CRAIG LAWHORN3 | 3000 JOE DIMAGGIO BLVD ROUND ROCK, TX 78665 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $5 | $65 | 0.02% |
| CAROL M PASTERNAK-RIFFE3 Filed as: CAROL M. PASTERNAK-RIFFE | 247 GRAHAM DR FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 0.01% |
| ASSUREDPARTNERS3 Filed as: BERTHA PATRICIA SHEPHERD | P.O. BOX 3216 CRESTLINE, CA 92325 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $3 | $18 | 0.00% |
| MCCAREY INC3 | 6320 GREENHAVEN DR CARLSBAD, CA 92009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $5 | $18 | 0.00% |
| SHERRY M ALLBRITTON3 | 3809 WINDING RD ARLINGTON, TX 76016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.00% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.00% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $4 | $12 | 0.00% |
| LISA ANN MCLAUGHLIN3 | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| CASSANDRA KRAMER3 | 1465 N AUGUST DR SARATOGA SPGS, UT 84045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| HORIZON BENEFITS LLC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| AUTO QUOTE SYSTEMS INC3 | 4911 HOLLY TREE DRIVE DALLAS, TX 75287 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $3 | $4 | 0.00% |
| SHEALY BENEFITS SERVICES INC | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| CAROL A BAKER3 | 2318 PROMONTORY POINT PLANO, TX 75075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| ALEXANDER OTTONIEL CANAS3 | 26123 BOUQUET CANYON RD SANTA CLARITA, CA 91350 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| SANDRA DRIVER3 | P.O. BOX 233 WYLIE, TX 75098 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| DEBORAH A CHILDRESS3 | 6590 MILLER COUNTY 4 DODDRIDGE, AR 71834 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
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 | 344 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 344 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 344 | $425K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 344 | $425K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 344 | $425K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 344 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.