| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP A MARSH & MCLENNAN AG | 161 WASHINGTON STREET SUITE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 1.08% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP A MARSH & MCLENNAN AG | 161 WASHINGTON STREET SUITE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $331 | $331 | 0.99% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $597 | $13 | $610 | 4.18% |
| ROBERT L. MOODY, JR.3 Filed as: ROBERT L MOODY JR | 2302 POST OFFIVE STREET SUITE 601 GALVESTON, TX 77550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $236 | — | $236 | 1.62% |
| JOSEPH O ROSSER3 | 292 EAST FOX CREEK ROAD KANSAS, OK 74347 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $236 | — | $236 | 1.62% |
| MICHAEL MARTIN3 Filed as: MICHAEL E MARTIN | 5717 HEADQUARTERS DRIVE PLANO, TX 75024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $221 | $8 | $229 | 1.57% |
| KIH INSURANCE INC3 | 886 POPLAR LANE WATERTOWN, MN 55388 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $10 | $57 | 0.39% |
| KENNETH B BOYLES3 | 28918 TWISTED OAK DRIVE SHENANDOAH, TX 77381 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.38% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $12 | $51 | 0.35% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $9 | $39 | 0.27% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $13 | $29 | 0.20% |
| MARC A GROVE3 | 25900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $13 | $18 | 0.12% |
| MARC MAURICIO MORROW3 | 3431 RAYFORD ROAD SUITE 200 SPRING, TX 77386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $3 | $17 | 0.12% |
| JESSICA CHRISTINE LEARD3 | 351 NORTH POST OAK LANE #610 HOUSTON, TX 77024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $1 | $14 | 0.10% |
| STEPHANIE ANN VINCENT3 | 15 ATLANTA COURT MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP A MARSH & MCLENNAN AG | 161 WASHINGTON STREET SUITE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $16 | $16 | 0.23% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: THE NIA GROUP A MARSH & MCLENNAN AG | 161 WASHINGTON STREET SUITE 1200 CONSHOHOCKEN, PA 19428 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $70 | $70 | 1.28% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNA AGENCY LLC | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $238 | $7 | $245 | 6.49% |
| MICHELE E MARTIN3 | 5717 HEADQUARTERS DRIVE PLANO, TX 75024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | $26 | $169 | 4.48% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $15 | $34 | 0.90% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DRIVE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $4 | $19 | 0.50% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 100 ALBRIGHT LANE PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.16% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERITAS LIFE INSURANCE CORP. | 0 | $141K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 0 | $141K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $104K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $7K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $34K |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 0 | $491K |
| Other(6 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 94 | $137K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 94 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.