| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS & FINANCIAL SRVCS | 12404 PARK CENTRAL DRIVE, SUITE 400 DALLAS, TX 75251 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $16K | $0 | $16K | 0.39% |
| IMA, INC.3 | 1705 17TH STREET, SUITE 100 DENVER, CO 80202 | BLUECROSS BLUESHIELD OF TEXAS | $54 | $0 | $54 | 0.01% |
| MOODY INSURANCE AGENCY3 Filed as: MOODY INSURANCE AGENCY, INC. | 8055 EAST TUFTS AVENUE, SUITE 1000 DENVER, CO 80237 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $9 | $9 | 0.00% |
| IMA, INC.3 | 430 EAST DOUGLAS STREET, SUITE 400 WICHITA, KS 67202 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $6 | $6 | 0.00% |
| PGC GENERAL CONTRACTOR, LLC3 | 912 SOUTH HIGHWAY 183, SUITE 210 AUSTIN, TX 78741 | BLUECROSS BLUESHIELD OF TEXAS | $0 | $4 | $4 | 0.00% |
| IMA, INC.3 | 14221 DALLAS PARKWAY, SUITE 700 DALLAS, TX 75254 | PRINCIPAL LIFE INSURANCE COMPANY | $15 | — | $15 | 0.00% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II, INC. | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $7K | $15K | 9.64% |
| IMA, INC.3 | 1705 17TH STREET, SUITE 100 DENVER, CO 80202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $1K | $9K | 6.00% |
| ENROLLEASE3 Filed as: LISA LOWE CLARKE | 4604 KILLIAN CROSSING DRIVE DENVER, NC 28037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $286 | $6K | 4.06% |
| ARTHUR WAYNE JORDAN JR3 Filed as: ARTHUR WAYNE JORDAN, JR | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 2.63% |
| ELAINE M RUIZ3 | 276 NORTH MAIN STREET JEFFERSON, NC 28640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.43% |
| VOLUNTARY SOLUTIONS INC3 Filed as: VOLUNTARY SOLUTIONS, INC. | 9903 EAST 150TH AVENUE BRIGHTON, CO 80602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $924 | $173 | $1K | 0.70% |
| JASON DOUGLAS WISE3 Filed as: JASON DOUGLAS WISE & OTHER AGENTS | 8257 PRIMANTI BOULEVARD RALEIGH, NC 27612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $915 | $3 | $918 | 0.59% |
| IMA, INC.3 | 1705 17TH STREET, SUITE 100 DENVER, CO 80202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $517 | $4K | 5.57% |
| PAUL JARAMILLO3 | 603 SOUTH AVENUE L CLIFTON, TX 76634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 4.47% |
| MARK ANTHONY HEADLEY & OTHER AGENTS3 | 10612 FM 2409 MOODY, TX 76557 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $261 | $2K | 3.18% |
| ARTHUR WAYNE JORDAN JR3 Filed as: ARTHUR WAYNE JORDAN, JR | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $508 | $2K | 2.17% |
| JOHN R PHILLIPS3 Filed as: JOHN DANIEL GARZA | 317 EAST SAMANO STREET EDINBURG, TX 78539 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.47% |
| ROCKET BENEFITS INC3 Filed as: ROCKET BENEFITS, INC. | 13516 ALBANIA WAY AUSTIN, TX 78729 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $906 | — | $906 | 1.25% |
| SABRINA KAYE LYNCH3 | 1208 DEXFORD DRIVE AUSTIN, TX 78753 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $783 | $3 | $786 | 1.08% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II, INC. | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $4K | $9K | 13.12% |
| IMA, INC.3 | 1705 17TH STREET, SUITE 100 DENVER, CO 80202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $670 | $5K | 7.88% |
| ENROLLEASE3 Filed as: LISA LOWE CLARKE | 4604 KILLIAN CROSSING DRIVE DENVER, NC 28037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $202 | $4K | 6.42% |
| ARTHUR WAYNE JORDAN JR3 Filed as: ARTHUR WAYNE JORDAN, JR | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $786 | $2K | 3.53% |
| JASON DOUGLAS WISE3 Filed as: JASON DOUGLAS WISE & OTHER AGENTS | 8257 PRIMANTI BOULEVARD RALEIGH, NC 27612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $938 | $12 | $950 | 1.43% |
| ELAINE M RUIZ3 | 276 NORTH MAIN STREET JEFFERSON, NC 28640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $764 | $0 | $764 | 1.15% |
| VOLUNTARY SOLUTIONS INC3 Filed as: VOLUNTARY SOLUTIONS, INC. | 9903 EAST 150TH AVENUE BRIGHTON, CO 80602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $353 | $109 | $462 | 0.69% |
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 | 808 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 809 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 677 | $4.8M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 1,177 | $382K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 1,177 | $382K |
| Life insurance(4 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 1,177 | $677K |
| Short-term disability(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 164 | $295K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 677 | $4.8M |
| Other(4 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 1,177 | $677K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,177 | — |
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.