| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE JORDAN GROUP, LLC3 Filed as: THE JORDAN INSURANCE GROUP LLC | 7230 LEE DEFOREST DRIVE SUITE 202 COLUMBIA, MD 21046 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $15K | — | $15K | 5.08% |
| GROUP BENEFIT SERVICES INC3 Filed as: GROUP BENEFIT SERVICES | 6 NORTH PARK DRIVE SUITE 310 HUNT VALLEY, MD 21030 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 3.00% |
| THE JORDAN GROUP, LLC3 Filed as: THE JORDAN GORUP, LLC | 7230 LEE DEFOREST DRIVE SUITE 103 COLUMBIA, MD 21046 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 8.36% |
| GROUP BENEFIT SERVICES INC3 | 6 NORTH PARK DRIVE SUITE 310 HUNT VALLEY, MD 21030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 3.00% |
| MULLANEY ENTERPRISES LLC3 | 5850 WATERLOO ROAD COLUMBIA, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $4K | $10K | 24.93% |
| WILLIAM JORDAN3 | 7230 LEE DEFOREST DRIVE COLUMBIA, MD 21046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 10.39% |
| TRACEY HAMILTON3 | 2098 ST JAMES ROAD MARRIOTSVILLE, MD 21104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $144 | $2K | 3.99% |
| THE JORDAN GROUP, LLC3 | 7230 LEE DEFOREST DRIVE SUITE 103 COLUMBIA, MD 21046 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $222 | $3K | 10.68% |
| GROUP BENEFIT SERVICES INC3 | 6 NORTH PARK DRIVE SUITE 310 HUNT VALLEY, MD 21030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $983 | $983 | 3.00% |
| THE JORDAN GROUP, LLC3 | 7230 LEE DEFOREST DRIVE SUITE 103 COMUMBIA, MD 21046 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $170 | $4K | 15.73% |
| GROUP BENEFIT SERVICES INC3 | 6 NORTH PARK DRIVE SUITE 310 HUNT VALLEY, MD 21030 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $699 | $699 | 3.00% |
| MULLANEY ENTERPRISES LLC3 | 5850 WATERLOO ROAD COLUMBIA, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $949 | $3K | 25.04% |
| WILLIAM JORDAN3 | 7230 LEE DEFOREST DRIVE COLUMBIA, MD 21046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 10.42% |
| TRACEY HAMILTON3 | 2098 ST JAMES ROAD MARRIOTTSVILLE, MD 21104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $361 | $36 | $397 | 3.93% |
| MULLANEY ENTERPRISES LLC3 | 5850 WATERLOO ROAD COLUMBIA, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $628 | $2K | 21.68% |
| WILLIAM JORDAN3 | 7230 LEE DEFOREST DRIVE COLUMBIA, MD 21046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $835 | — | $835 | 10.82% |
| PETER R MARTEL3 | 19 HIGHLAND CIFF ROAD WINDHAM, ME 04062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $210 | $50 | $260 | 3.37% |
| TRACEY HAMILTON3 | 2098 ST JAMES ROAD MARRIOTTSVILLE, MA 21104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $186 | $19 | $205 | 2.66% |
| EMPLOYEE BENEFIT CONSULTANTS3 | C/O COLONIAL LIFE INSURANCE CO PORTLAND, ME 04101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | $24 | $101 | 1.31% |
| MULLANEY ENTERPRISES LLC3 | 5850 WATERLOO ROAD COLUMBIA, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 49.85% |
| WILLIAM JORDAN3 | 7230 LEE DEFOREST DRIVE COLUMBIA, MD 21046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $603 | — | $603 | 11.17% |
| TRACEY HAMILTON3 | 2098 ST JAMES ROAD MARRIOTTSVILLE, MD 21104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $6 | $64 | 1.19% |
| MULLANEY ENTERPRISES LLC3 | 5850 WATERLOO ROAD COLUMBIA, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $57 | $152 | 22.39% |
| WILLIAM JORDAN3 | 7230 LEE DEFOREST DRIVE COLUMBIA, MD 21046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | — | $70 | 10.31% |
| TRACEY HAMILTON3 | 2098 ST JAMES ROAD MARRIOTTSVILLE, MD 21104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $3 | $29 | 4.27% |
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 | 775 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 782 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 613 | $292K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 613 | $292K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 939 | $56K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 208 | $45K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Stop-loss / reinsurancereinsurance | NIAGARA LIFE AND HEALTH INSURANCE COMPANY | 655 | $564K |
| Other(7 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 939 | $119K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 939 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.