| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE | 12404 PARK CENTRAL DRIVE DALLAS, TX 75251 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $15K | — | $15K | 0.45% |
| MOODY INSURANCE AGENCY3 | 8055 E. TUFTS AVE., SUITE 1000 DENVER, CO 80237 | BLUECROSS BLUESHIELD OF TEXAS | $19K | $20 | $19K | 3.10% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH ST., STE 100 DENVER, CO 80202 | BLUECROSS BLUESHIELD OF TEXAS | $9K | — | $9K | 1.42% |
| MOODY INSURANCE AGENCY3 Filed as: MOODY INSURANCE AGENCY, INC | 8055 E TUFTS AVE STE 1000 DENVER, CO 802372861 | PRINCIPAL LIFE INSURANCE COMPANY | $16K | — | $16K | 4.65% |
| IMA, INC.3 Filed as: IMA INC | 14221 DALLAS PKWY STE 700 DALLAS, TX 752542962 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | — | $8K | 2.40% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $3K | $11K | 10.27% |
| MOODY INSURANCE AGENCY3 Filed as: MOODY INSURANCE AGENCY INC | 8055 E TUFTS AVE DENVER, CO 80237 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | — | $10K | 9.27% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $892 | $4K | 3.19% |
| ENROLLEASE3 Filed as: LISA LOWE CLARKE | 4604 KILLIAN CROSSING DR DENVER, NC 28037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 3.01% |
| ELAINE M RUIZ3 | 276 N MAIN ST JEFFERSON, NC 28640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 2.77% |
| JUAN CARLOS SUAREZ3 | 5415 BRIDGEGATE DR WINSTON SALEM, NC 27106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $175 | $2K | 1.69% |
| VOLUNTARY SOLUTIONS INC3 | 9903 E 150TH AVE BRIGHTON, CO 80602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $465 | $2K | 1.66% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH ST STE 100 DENVER, CO 80202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $209 | $48 | $257 | 0.23% |
| LYNN MARIE BARRY3 Filed as: LYNN M MCLEOD | 165 MCDOWELL RD MILLS RIVER, NC 28759 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | $16 | $208 | 0.19% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | — | $115 | 0.10% |
| PAUL JARAMILLO3 | 603 S AVENUE L CLIFTON, TX 76634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $155 | $6K | 6.78% |
| MOODY INSURANCE AGENCY3 Filed as: MOODY INSURANCE INC. | 805 E TUFFTS AVE DENVER, CO 80237 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 6.30% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD DR RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $469 | $2K | 2.09% |
| SABRINA KAYE LYNCH3 | 1208 DEXFORD DR. AUSTIN, TX 78753 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $119 | $1K | 1.39% |
| PHILIP LEONARD TUCKER3 | 13516 ALABANIA WAY AUSTIN, TX 78729 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $957 | — | $957 | 1.13% |
| JOHN R PHILLIPS3 Filed as: JOHN DANIEL GARZA | 317 E SAMANO ST EDINBURG, TX 78539 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $804 | — | $804 | 0.95% |
| VOLUNTARY SOLUTIONS INC3 | 9903 E 150TH AVE BRIGHTON, CO 80602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $395 | $94 | $489 | 0.58% |
| MARK ANTHONY HEADLEY & OTHER AGENTS3 Filed as: MARK ANTHONY HEADLEY | 10612 FM 2409 MOODY, TX 76557 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $476 | — | $476 | 0.56% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH ST, STE 100 DENVER, CO 80202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $226 | $52 | $278 | 0.33% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $188 | $76 | $264 | 0.31% |
| THE NITSCHE GROUP INC3 | 143 E AUSTIN ST GIDDINGS, TX 78942 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $256 | — | $256 | 0.30% |
| THOMAS SNYDER3 | 10539 DEDEKE DR. NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | $1 | $117 | 0.14% |
| BENEFIT DESIGNERS OF TEXAS INC3 Filed as: BENEFIT DESIGNERS OF TX INC | PO BOX 2550 WIMBERLEY, TX 78676 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.03% |
| EVELYN GARCIA3 Filed as: EVELYN HILDEGARD BLAKELY | 4211 MANGROVE CAVE CT ROUND ROCK, TX 78681 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| KAREN WINRICH3 | 2401 WESTINGHOUSE ROAD GEORGETOWN, TX 78682 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| LES MILLER3 | DBA LMA BENEFITS ABILENE, TX 79606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| MARY JO CHAPPELL3 | 109 COUNTY ROAD 251 CAMERON, TX 76520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $931 | $4K | 7.78% |
| MOODY INSURANCE AGENCY3 Filed as: MOODY INSURANCE AGENCY INC | 8055 E TUFTS AVE DENVER, CO 80237 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 4.73% |
| ENROLLEASE3 Filed as: LISA LOWE CLARKE | 4604 KILLIAN CROSSING DR DENVER, NC 28037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 4.59% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $378 | $1K | 2.85% |
| ELAINE M RUIZ3 | 276 N MAIN ST JEFFERSON, NC 28640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $774 | — | $774 | 1.48% |
| VOLUNTARY SOLUTIONS INC3 | 9903 E 150TH AVE BRIGHTON, CO 80602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $264 | $75 | $339 | 0.65% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES OF NORT | 11215 N COMMUNITY HOUSE RD CHARLOTTE, NC 28277 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $296 | — | $296 | 0.56% |
| IMA, INC.3 Filed as: IMA INC. | 1705 17TH ST STE 100 DENVER, CO 80202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $230 | $53 | $283 | 0.54% |
| JASON DOUGLAS WISE3 | 8257 PRIMANTI BLVD RALEIGH, NC 27612 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $164 | — | $164 | 0.31% |
| MICHAEL N THORN3 | 8120 JOSEPH WESTON CT GREENSBORO, NC 27455 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | — | $64 | 0.12% |
| KJELL T TERRELL3 | 327 GOLF COURSE DR RALEIGH, NC 27610 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.10% |
| LYNN MARIE BARRY3 Filed as: LYNN M MCLEOD | 165 MCDOWELL RD MILLS RIVER, NC 28759 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $4 | $53 | 0.10% |
| KRISTEN BIBLE3 | 5461 TRALEE PL RALEIGH, NC 27609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.04% |
| ERIKA ROBERTS-POE3 Filed as: ERIKA D DALTON | 2146 STONE PILE DR SW CONCORD, NC 28025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT I INC | 1401 CHRISTMAS CT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| SWIDPRO LLC3 | 3316 SINGLELEAF LN RALEIGH, NC 27616 | 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 | 718 | 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) | 719 | 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 | 606 | $4.0M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 1,116 | $345K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 1,116 | $345K |
| Life insurance(4 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 1,116 | $592K |
| Short-term disability(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 115 | $247K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 606 | $3.4M |
| Other(4 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 1,116 | $592K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,116 | — |
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.