| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 3.09% |
| PAMELA J WALKER3 | 7457 PRAIRIE RD NE ALBUQUERQUE, NM 87109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $790 | — | $790 | 2.10% |
| O'NEILL VOLUNTARY BENEFIT SERVICES3 | 109 BELLFIELD CT HOCKESSIN, DE 19707 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $733 | — | $733 | 1.95% |
| MERKI BENEFITS ADMINISTRATION LLC3 | 652 WIND RIVER AVE EL PASO, TX 79932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $251 | $356 | 0.95% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $252 | $96 | $348 | 0.93% |
| LISA A PERRI3 | 775 ROUTE 70 E STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $52 | $135 | 0.36% |
| ROTH VOLUNTARY BENEFIT SERVICES INC3 | 9 DEARBORN LN BEAR, DE 19701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $11 | $116 | 0.31% |
| PETER R MARTEL3 | 19 HIGHLAND CLIFF RD WINDHAM, ME 04062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.09% |
| DILA R ROMERO3 | 1201 SAN FRANCISCO RD NE ALBUQUERQUE, NM 87122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.08% |
| DAVID MCLEOD3 | 4201 CRESTVIEW DR SE RIO RANCHO, NM 87124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.08% |
| EMPLOYEE BENEFIT CONSULTANTS3 | C/O COLONIAL LIFE INS CO PORTLAND, ME 04101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.03% |
| DAVID JAMES DIEHL3 | 12895 N IMAGE CANOE AVE PORTLAND, OR 97217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.03% |
| BRENDA H BRIDGES3 | 223 SHADY LN WHITE HOUSE, TN 37188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| BRANDY LEE MUNDY3 | 108 BALMORE LN WILMINGTON, DE 19808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DR CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| O'NEILL VOLUNTARY BENEFIT SERVICES3 | 109 BELLFIELD CT HOCKESSIN, DE 19707 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $228 | — | $228 | 1.40% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.17% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DR UNIT 203 DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.04% |
| CRTX2 LLC3 | 826 ANN MARIE CIR BOWLING GREEN, KY 42103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.04% |
| DONALD B FAULKNER SR3 | 252 PRESS LINDLER RD COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| SHERRON HOPPER3 | 216 WHISPERING MEADOW LN IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| CHANDA MANSKE3 | 826 ANN MARIE CIR BOWLING GREEN, KY 42103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| THE CLARK GROUP OF SC3 | 898 ROPER RD LAURENS, SC 29360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| SANDRA J RUNION3 | 104 SIR EDWARDS LN LEXNGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| TERRY D GARRET3 Filed as: TERRY D GARETT | 24 MALLET HILL RD COLUMBIA, SC 29223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| OMAR LEON3 | 3124 N 21ST ST PHOENIX, AZ 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
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 | 291 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 291 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 33 | $54K |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 275 | $111K |
| Short-term disability(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 69 | $89K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 41 | $24K |
| Other(5 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 275 | $170K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 275 | — |
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."
No prospect flags tripped on this filing.