| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | BLUECROSS BLUESHIELD OF NEW MEXICO | $117K | — | $117K | 2.21% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $9K | — | $9K | 2.94% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $14K | — | $14K | 6.51% |
| BENEFIT SOURCE INC3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $7K | — | $7K | 3.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | $5K | — | $5K | 2.76% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $12K | — | $12K | 10.04% |
| BENEFIT SOURCE INC3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $6K | — | $6K | 5.20% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $12K | — | $12K | 13.92% |
| BENEFIT SOURCE INC3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $6K | — | $6K | 6.45% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $6K | — | $6K | 14.98% |
| BENEFIT SOURCE INC3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $3K | — | $3K | 8.08% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $1K | — | $1K | 15.39% |
| BENEFIT SOURCE INC3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $689 | — | $689 | 7.70% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $261 | — | $261 | 3.21% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $1K | — | $1K | 18.83% |
| BENEFIT SOURCE INC3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $612 | — | $612 | 9.41% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $196 | — | $196 | 3.20% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $187 | — | $187 | 15.00% |
| BENEFIT SOURCE INC3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $93 | — | $93 | 7.46% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF COLORADO LLC | 4582 S ULSTER ST #600 DENVER, CO 80237 | COMPANION LIFE INSURANCE COMPANY | $186 | — | $186 | 14.99% |
| BENEFIT SOURCE INC3 | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE INSURANCE COMPANY | $93 | — | $93 | 7.49% |
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 | 814 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 814 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF NEW MEXICO | 1,206 | $5.3M |
| Dental(4 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY DENTAL PLAN | 825 | $491K |
| Life insurance(8 contracts) | COMPANION LIFE INSURANCE COMPANY | 815 | $480K |
| Short-term disability(4 contracts) | COMPANION LIFE INSURANCE COMPANY | 815 | $351K |
| Long-term disability(4 contracts) | COMPANION LIFE INSURANCE COMPANY | 815 | $351K |
| Other(4 contracts) | COMPANION LIFE INSURANCE COMPANY | 815 | $351K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,206 | — |
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.