| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CLEARY BENEFITS GROUP, INC.3 Filed as: CLEARY BENEFITS GROUP INSURANCE | 83 WOOSTER HEIGHTS DANBURY, CT 068107548 | KAISER FOUNDATION HEALTH PLAN, INC. | $5K | — | $5K | 0.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SRVS INC | PO BOX 2158 RIVERSIDE, CA 925162158 | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | — | $2K | 0.38% |
| BRUCE BALLENGER3 | 3220 N ACADEMY BLVD COLORADO SPRINGS, CO 80917 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23K | — | $23K | 16.32% |
| BRITTON JOHNSON3 Filed as: BRITTON LYNN JOHNSON | 6531 TWIN FALLS COURT COLORADO SPRINGS, CO 80924 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 4.27% |
| DESIRAE OLSON-HEIBERGER3 | 4480 LOOMIS AVE COLORADO SPRINGS, CO 80906 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 2.79% |
| CLINTON A MASSEY3 | 4340 PEBBLE RIDGE CIRCLE COLORADO SPRINGS, CO 80906 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $150 | $612 | $762 | 0.53% |
| DAVID BENNETT3 | 7777 TABERNASH DRIVE COLORADO SPRINGS, CO 80924 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $23 | $118 | 0.08% |
| DANIELS SOLUTIONS LLC3 | 13650 W HILLSSBOROUGH AVE GREATER TAMPA, FL 33635 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.00% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA ROAD OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| JARRET THOMAS HONAHAN3 | 3905 TAMPA ROAD STE 2367 OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
| THE MEEHAN AGENCY LLC3 | 1924 DOWN HOLLOW LN WINDERMERES, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| AON CONSULTING INC3 | 200 E RANDOLPH ST, 9TH FL CHICAGO, IL 60601 | FEDERAL INSURANCE COMPANY | $22K | — | $22K | 20.00% |
| BRUCE BALLENGER3 | 3220 N ACADEMY BLVD COLORADO SPRINGS, CO 80917 | THE PAUL REVERE LIFE INSURANCE COMPANY | $468 | — | $468 | 14.20% |
| DESIRAE OLSON-HEIBERGER3 | 4480 LOOMIS AVE COLORADO SPRINGS, CO 80906 | THE PAUL REVERE LIFE INSURANCE COMPANY | $76 | — | $76 | 2.31% |
| CLINTON A MASSEY3 | 4340 PEBBLE RIDGE CIRCLE COLORADO SPRINGS, CO 80906 | THE PAUL REVERE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.24% |
| DAVID BENNETT3 | 7777 TABERNASH DRIVE COLORADO SPRINGS, CO 80924 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.09% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA ROAD STE 2367 OLDSMAR, FL 34677 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| DANIELS SOLUTIONS LLC3 | 13650 W HILLSSBOROUGH AVE GREATER TAMPA, FL 33635 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| THE MEEHAN AGENCY LLC3 | 1924 DOWN HOLLOW LN WINDERMERES, FL 34786 | THE PAUL REVERE LIFE INSURANCE COMPANY | $0 | — | $0 | 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 | 6,601 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 76 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,677 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 1,425 | $600K |
| Vision | VISION SERVICE PLAN | 3,793 | $675K |
| Life insurance | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 6,239 | $1.0M |
| Short-term disability(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 6,239 | $237K |
| Long-term disability | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 6,230 | $850K |
| Other(9 contracts, 7 carriers) | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 8,143 | $2.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,143 | — |
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.