| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BAGGETT FINANCIAL SERVICES LLC3 | 523 N HALIFAX AVE DAYTONA BEACH, FL 32118 | GUARDIAN LIFE INSURANCE COMPANY | $42K | $0 | $42K | 10.82% |
| BURCH BAGGETT3 | 523 NORTH HALIFAX AVENUE DAYTONA BEACH, FL 32118 | AMFIRST | $30K | $0 | $30K | 10.00% |
| MORGAN WHITE LIMITED3 | PO BOX 14067 JACKSON, MS 39236 | AMFIRST | $15K | $0 | $15K | 5.00% |
| JAMIE A CONTRERAS-VESTAL3 | PO BOX 1240 DELAND, FL 32721 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23K | $6K | $28K | 13.47% |
| BURCH BAGGETT3 Filed as: BURCH MARSHALL BAGGETT | 523 N HALIFAX AVE DAYTONA BEACH, FL 32118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | $0 | $17K | 7.98% |
| GINAKES & ASSOCIATES LLC3 | 1020 W SPEEDWAY BLVD STE 102 DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $3K | $9K | 4.07% |
| ELOHIM BROKERAGE3 | 1721 CHESAPEAKE LN APT 2 SCHAUMBURG, IL 60193 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $432 | $4K | 1.95% |
| YESENIA A SANCHEZ3 Filed as: YESENIA A HERNANDEZ | 6715 S KEELER AVE CHICAGO, IL 60629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $748 | $4K | 1.72% |
| RAQUEL LOSADA MONROY3 | 817 NE DELP RD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $586 | $3K | 1.48% |
| HOLLI M GUIER3 | 602 NE 103RD CT VANCOUVER, WA 98664 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $264 | $2K | 0.95% |
| EDWARD THOMAS CARPENTER3 | 67 LAKE HENRY DR LAKE PLACID, FL 33852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $940 | $45 | $985 | 0.47% |
| TUCTO & ASSOCIATES CORP3 | 16 OCEAN PKWY BROOKLYN, NY 11218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $634 | $282 | $916 | 0.43% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $243 | $555 | $798 | 0.38% |
| JASON LETSINGER3 | 36839 WOODS DR FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $531 | $82 | $613 | 0.29% |
| JOHN PATRCIK ALEXIS3 Filed as: JOHN PATRICK ALEXIS | 584 SOUTH BAY VIEW AVE FREEPORT, NY 11520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $563 | $39 | $602 | 0.29% |
| GABRIEL ANGEL CANALS3 | 1549 NW CIVIC DR APT 204 GRESHAM, OR 97030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $207 | $334 | $541 | 0.26% |
| WILMINE GUSTAMA3 | 938 JACKSON STREET BALDWIN, NY 11510 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $353 | $146 | $499 | 0.24% |
| MELISSA MARCHAND3 | 2175 HAMMOCK HILL LN BROOKFIELD, WI 53045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $481 | $0 | $481 | 0.23% |
| ELAISIUS BONNER3 | 974 ROSEFIELD LN AURORA, IL 60504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $425 | $0 | $425 | 0.20% |
| CHANDRA NELSON3 | 9715 NW 143RD ST ALACHUA, FL 32615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $338 | $47 | $385 | 0.18% |
| MIRANDELLY HERNANDEZ3 Filed as: MIRANDELLY HERANDEZ | 16055 W SHANGRI LA RD SURPRISE, AZ 85379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $342 | $12 | $354 | 0.17% |
| BRIAN R CHOWNING3 | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $145 | $127 | $272 | 0.13% |
| KELLY ROSS SURGEON3 | 1419 28TH AVE STE B LEWISTON, ID 83501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $133 | $62 | $195 | 0.09% |
| FRANCHESKA FERNANDEZ DIAZ3 | 2030 ESTANCIA CIR KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $172 | $9 | $181 | 0.09% |
| DENISE A MAXWELL3 | 3501 W TORANA DR MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $133 | $12 | $145 | 0.07% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 46 IVY DR JERICHO, NY 11753 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $27 | $118 | 0.06% |
| KAYLA MARIE CHOWNING3 | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $101 | $12 | $113 | 0.05% |
| KACI LEE BISHOP3 | 16511 E SPRAGUE AVE UNIT F5 SPOKANE VALLEY, WA 99037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $1 | $110 | 0.05% |
| GARSON FINANCIAL SERVICES S C3 | 929 N ASTOR ST UNIT 1406 MILWAUKEE, WI 53202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | $15 | $87 | 0.04% |
| JAMES CALLAHAN3 | 312 MONTEREY DR BOLINGBROOK, IL 60440 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $0 | $66 | 0.03% |
| TIMOTHY CAMARATA3 | 3579 N SHADOW CT COEUR D ALENE, ID 83815 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $0 | $65 | 0.03% |
| JUDY INEZ BUCHOLTZ3 | 12517 217TH AVENUE CT E BONNEY LAKE, WA 98391 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $1 | $44 | 0.02% |
| CHRISTY HITE3 | 4096 N CHARLEVILLE RD POST FALLS, ID 83854 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.02% |
| NOAH OROPEZA3 | 5305 N GINNING DR LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $17 | $40 | 0.02% |
| RONALD JONES3 | 320 NANCY CT MOSCOW, ID 83843 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $0 | $35 | 0.02% |
| MATTHEW C HARSH3 | 1523 HAVERHILL DR WHEATON, IL 60189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $1 | $33 | 0.02% |
| JODI MOYLAN3 | 19103 MERIDIAN E PUYALLUP, WA 98375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $3 | $30 | 0.01% |
| MELODY ANN OVERLAND3 | 7009 W MCMAHON WAY PEORIA, AZ 85345 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.01% |
| MARIA LOZANO3 | 4124 E VEST AVE GILBERT, AZ 85295 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.01% |
| DUSTIN HEZEKIAH KING3 | 1701 ROCK SPRINGS DR LAS VEGAS, NV 89128 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.00% |
| SILVIA C HERNANDEZ3 | 4785 DIAMOND CT NE SALEM, OR 97305 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $1 | $9 | 0.00% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA RD UNIT 2367 OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $3 | $9 | 0.00% |
| MEGAN ELIZABETH CASTO3 | 10340 CARNEY DR SE OLYMPIA, WA 98501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.00% |
| VALUE ADDED SOLUTIONS3 | 1161 HERITAGE CT SUN PRAIRIE, WI 53590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $3 | $4 | 0.00% |
| JANTELLE LAVONNE BONNER3 | 99 N POST OAK LN APT 5302 HOUSTON, TX 77024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| DANIEL SELZ3 | 4373 BENT GRASS CT WINDSOR, WI 53598 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| KURZ & VALDEZ BENEFIT ENROLLMENT SO3 | 8601 N BLACK CANYON HWY STE 20 PHOENIX, AZ 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 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 | 826 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 827 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ARKANSAS BLUE CROSS AND BLUE SHIELD | 442 | $2.9M |
| Dental | GUARDIAN LIFE INSURANCE COMPANY | 715 | $389K |
| Vision | GUARDIAN LIFE INSURANCE COMPANY | 715 | $389K |
| Life insurance | GUARDIAN LIFE INSURANCE COMPANY | 715 | $389K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 329 | $211K |
| Long-term disability | GUARDIAN LIFE INSURANCE COMPANY | 715 | $389K |
| Prescription drug | ARKANSAS BLUE CROSS AND BLUE SHIELD | 442 | $2.9M |
| Other(3 contracts, 3 carriers) | GUARDIAN LIFE INSURANCE COMPANY | 715 | $899K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 715 | — |
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.