| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS, INC. | 1125 17TH STREET, SUITE 1450 DENVER, CO 80202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $5K | $5K | 2.69% |
| VOLUNTARY SOLUTIONS INC3 Filed as: VOLUNTARY SOLUTIONS, INC. | C/O VOLUNTARY SOLUTIONS BRIGHTON, CO 80602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $943 | $3K | 3.95% |
| GINA M WESOLEK3 Filed as: GINA M. WESOLEK | PO BOX 32 GUFFEY, CO 80820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 2.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS, INC. | 80 SOUTH 8TH STRET MINNEAPOLIS, MN 55402 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $242 | $1K | 1.86% |
| MELISSA A KOLL3 Filed as: MELISSA A. KOLL | 216 CLIMAX DRIVE DILLON, CO 80435 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $630 | $196 | $826 | 1.05% |
| RONALD VASQUEZ3 Filed as: RONALD N. VASQUEZ | PO BOX 11506 PUEBLO, CO 81001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $324 | $0 | $324 | 0.41% |
| CARRIE LYNN PIKE3 | 1551 SCENIC RIDGE DRIVE CHEYENNE, WY 82009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $0 | $59 | 0.07% |
| EDWARD JOSEPH CORBETT3 Filed as: EDWARD JOSEPH CORBETT & OTHER AGENT | 12545 SOUTH SOPRIS CREEK DRIVE PARKER, CO 80134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.03% |
| STRATEGIC NON-MEDICAL SOLUTION3 Filed as: STRATEGIC NON-MEDICAL SOLTNS, LLC | PO BOX 746600 ATLANTA, GA 30374 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $312 | — | $312 | 1.26% |
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 | 333 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 335 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 402 | $25K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 333 | $259K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 68 | $79K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 333 | $181K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 333 | $259K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 402 | — |
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.