| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON RISK SERVICES INC OF FLORIDA | 13901 SUTTON PARK DR. S BUILDING C SUITE 360 JACKSONVILLE, FL 32224 | AETNA LIFE INSURANCE CO. | $20K | — | $20K | 9.28% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES, INC. OF FLORIDA | 13901 SUTTON PARK DR. S BUILDING C, SUITE 360 JACKSONVILLE, FL 32224 | NGL | $582 | — | $582 | 5.00% |
| JOEL N NEWMAN AGENCY LLC3 | 7808 SE 28TH STREET MERCER ISLAND, WA 98040 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $460 | $135 | $595 | — |
| R AND T FIGUEROA LLC3 Filed as: R & T FIGUEROA | 7569 S. CARLISLE AVE. TUCSON, AZ 85746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $288 | $7 | $295 | — |
| MARSHA L ECHOLS3 Filed as: MARSHA LOU ECHOLS | 3322 W MAIN STREET THACHER, AZ 85552 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | $109 | $268 | — |
| BRIDAN T MURPHY LLC3 | 5002 47TH AVE. SW SEATTLE, WA 98136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | $15 | $86 | — |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION STREET SEATTLE, WA 98101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | — | $63 | — |
| DONALD J. PEOPLES3 Filed as: DONALD J PEOPLES | 42617 SE 169TH STREET NORTH BEND, WA 98045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | — |
| VINCENT TAYLOR ECHOLS3 | PO BOX 594 THACHER, AZ 85552 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $5 | $21 | — |
| WHITEFIELD BENEFIT SOLUTIONS3 | 341 W. TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | — |
| EC BENEFITS INC3 Filed as: EC BENEFITS INC. | 8038 S. 38TH PLACE PHOENIX, AZ 85042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | — |
| JUSTIN WAYNE ECHOLS3 Filed as: JUSTIN W ECHOLS | PO BOX 594 THACHER, AZ 85552 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $2 | $13 | — |
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 | 152 | 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) | 154 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA HEALTH INC. | 154 | $839K |
| Dental | AETNA LIFE INSURANCE CO. | 258 | $213K |
| Vision | NGL | 229 | $12K |
| Life insurance | AETNA LIFE INSURANCE CO. | 258 | $213K |
| Short-term disability | AETNA LIFE INSURANCE CO. | 258 | $213K |
| Long-term disability | AETNA LIFE INSURANCE CO. | 258 | $213K |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 258 | $213K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 258 | — |
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.