| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 370644850 | METROPOLITAN LIFE INSURANCE COMPANY | $62K | — | $62K | 2.80% |
| NEW ENGLAND EMPLOYEE BENEFITS CO3 Filed as: METLIFE FINANCIAL/METLIFE | SECURITIES INC 1095 AVENUE OF THE AMERICAS NEW YORK, NY 100366797 | METROPOLITAN LIFE INSURANCE COMPANY | — | $19K | $19K | 0.87% |
| BENEFITSTORE INC3 | 100 BENEFITFOCUS WAY CHARLESTON, SC 294928378 | METROPOLITAN LIFE INSURANCE COMPANY | — | $11 | $11 | 0.00% |
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 370644850 | KAISER FOUNDATION HEALTH PLAN INC | $49K | — | $49K | 4.00% |
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 370644850 | KAISER FOUNDATION HEALTH PLAN INC | $59K | — | $59K | 5.00% |
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 37064 | SYMETRA LIFE INSURANCE COMPANY | $35K | — | $35K | 6.00% |
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 370644850 | VISION SERVICE PLAN | $3K | — | $3K | 2.51% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $779 | $419 | $1K | 2.24% |
| DEBORAH ALEXAKOS3 | 1727 WEST GREENHEAD DR MERIDIAN, ID 83642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.24% |
| RONNY ANN WARNER3 | 470 E WHITBECK ST KUNA, ID 83634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $617 | $262 | $879 | 1.64% |
| RAYMOND J DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 37064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $822 | — | $822 | 1.54% |
| HURTADO & ASSOCIATES LLC3 | 11309 BORSON ST NORWALK, CA 90650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $227 | — | $227 | 0.42% |
| PARAGON ADVISORY LLC3 | 6040 ALTMAN AVE THE VILLAGES, FL 32163 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.08% |
| LIFE TIME SOLUTIONS LLC3 | 861 KENWOOD ST UPLAND, CA 91784 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.07% |
| KELLY BRONNENBERG COON3 | 523 VIA ZARACOZA CT LAS VEGAS, NV 89123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.07% |
| DARCY COON3 | 1392 PENINSULA POINT LAS VEGAS, NV 89123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.07% |
| JAMES H CROUTHAMEL3 | 1308 CUSHMORE RD SOUTHAMPTON, PA 18966 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.03% |
| ROSS LAPHAM3 | 17330 TOWER FALLS LN HUMBLE, TX 77346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.03% |
| FRANK GILLELAND3 | 182 MEADOWLARK LANE FITZGERALD, GA 31750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.03% |
| JILL R LAMBERT3 Filed as: JILL DICE-MALGIER | 17 MIDBRIDGE DR MEDFORD, NJ 08055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| LAURIE J BURNS3 | 303 PLYLER RD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.02% |
| BARNETT BENEFITS GROUP INC3 | 101 BARNETT RD LONOKE, AR 72086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| SHANE G ROSS3 | 8721 PREDERA CT RANCHO CUCAMONGA, CA 91730 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
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 | 1,211 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,214 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 236 | $2.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,692 | $2.2M |
| Vision | VISION SERVICE PLAN | 944 | $107K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,692 | $2.2M |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,692 | $2.3M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,692 | $2.2M |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 848 | $576K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,692 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,692 | — |
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.