| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 2.66% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE, 2 COOPER ST P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $294 | $294 | 0.50% |
| O'NEILL VOLUNTARY BENEFIT SERVICES3 | 5626 KIRKWOOD HIGHWAY WILMINGTON, DE 19808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 3.14% |
| PETER R MARTEL3 | 19 HIGHLAND CLIFF ROAD WINDHAM, ME 04062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | — | $92 | 0.20% |
| KAMI L STANLEY3 | 3303 S 79TH ST LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.15% |
| DAVID MCLEOD3 | 409 NM HWY 528 NE RIO RANCHO, NM 87124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.11% |
| ROTH VOLUNTARY BENEFIT SERVICES INC3 | 9 DEARBORN LANE BEAR, DE 19701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.11% |
| JOAN C KROEHLER3 | 416 HANCOCK ST BANGOR, ME 04401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.10% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.09% |
| DILA R ROMERO3 | 12101 SAN FRANCISCO NE ALBUQUERQUE, NM 87122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.09% |
| EMPLOYEE BENEFIT CONSULTANTS3 | C/O COLONIAL LIFE INS CO PORTLAND, ME 04101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.04% |
| DAVID JAMES DIEHL3 | 6850 NE CHERRY DR APT B310 HILLSBORO, OR 97124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.04% |
| LISA A PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.02% |
| BRAD BIEL3 Filed as: BRAD LEE MUNDY | 108 BALMORE LANE WILMINGTON, DE 19808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.02% |
| BRENDA H BRIDGES3 | 223 SHADY LANE WHITE HOUSE, TN 37188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| ROBERT T WALKER3 | 10 RED BARN CIRCLE SCARBOROUGH, ME 04074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $1K | $5K | 19.17% |
| O'NEILL VOLUNTARY BENEFIT SERVICES3 | 5626 KIRKWOOD HIGHWAY WILMINGTON, DE 19808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $363 | — | $363 | 1.62% |
| KAMI L STANLEY3 | 3303 S 79TH STREET LINCOLN, NE 68506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.15% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.05% |
| CHANDA MANSKE3 | 11966 W JESSIE LN SUN CITY, AZ 85373 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.05% |
| DONALD B FAULKNER SR3 | 252 PRESS LINDLER RD COLUMBIA, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.04% |
| SHERRON HOPPER3 | 216 WHISPERING MEADOW LANE IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.04% |
| SANDRA J RUNION3 | 104 SIR EDWARDS LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| THE CLARK GROUP OF SC3 | 898 ROPER RD LAURENS, SC 29360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| TERRY D GARRET3 | 459 RUNNING FOX RD WEST COLUMBIA, SC 29223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| OMAR LEON3 | 3124 N 21ST STREET PHOENIX, AZ 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MARQUEZ BENEFIT GROUP LLC3 | 8601 N BLACK CANYON HWY PHOENIX, AZ 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DAVID DOUGLAS MANSKE3 | 11966 W JESSE LN SUN CITY, AZ 85373 | 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 | 268 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 272 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 36 | $67K |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 347 | $127K |
| Short-term disability(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 87 | $126K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 67 | $25K |
| Other(5 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 347 | $211K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 347 | — |
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.