| 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 | $32K | $0 | $32K | 11.95% |
| BURCH BAGGETT3 | 523 NORTH HALIFAX AVENUE DAYTONA BEACH, FL 32118 | AMFIRST | $21K | $0 | $21K | 10.00% |
| MORGAN WHITE LIMITED3 | PO BOX 14067 JACKSON, MS 39236 | AMFIRST | $10K | $0 | $10K | 5.00% |
| JAMIE A CONTRERAS-VESTAL3 | PO BOX 1240 DELAND, FL 32721 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | $5K | $22K | 15.30% |
| BURCH BAGGETT3 Filed as: BURCH MARSHALL BAGGETT | 523 N HALIFAX AVE DAYTONA BEACH, FL 32118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $0 | $12K | 8.24% |
| GINAKES & ASSOCIATES LLC3 | 1020 W SPEEDWAY BLVD STE 102 DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $3K | $7K | 4.75% |
| RAQUEL LOSADA MONROY3 | 817 NE DELP RD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $254 | $2K | 1.27% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $502 | $825 | $1K | 0.93% |
| MIRANDELLY HERNANDEZ3 | 16055 W SHANGRI LA RD SURPRISE, AZ 85379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $78 | $1K | 0.91% |
| EDUARDO TUCTO3 | 16 OCEAN PKWY BROOKLYN, NY 11218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $913 | $367 | $1K | 0.89% |
| JAMES CALLAHAN3 | 312 MONTEREY DR BOLLINGBROOK, IL 60440 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.71% |
| CHRISTY HITE3 | 4096 N CHARLEVILLE RD POST FALLS, ID 83854 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $817 | $0 | $817 | 0.57% |
| KACI LEE BISHOP3 | 16511 E SPRAGUE AVE UNIT F5 SPOKANE VALLEY, WA 99037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $713 | $88 | $801 | 0.56% |
| YESENIA A SANCHEZ3 Filed as: YESENIA A HERNANDEZ | 6715 S KEELER AVE CHICAGO, IL 60629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $587 | $171 | $758 | 0.53% |
| GABRIEL ANGEL CANALS3 | 1549 NW CIVIC DR APT 204 GRESHAM, OR 97030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $290 | $437 | $727 | 0.51% |
| TIMOTHY CAMARATA3 | 3576 N SHADOW CT COEUR D ALENE, ID 83815 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $577 | $22 | $599 | 0.42% |
| ASHLEY MALTOS-MORALES3 | 650 NE HOLLADAY ST STE 1612 PORTLAND, OR 97223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $408 | $0 | $408 | 0.28% |
| JUDY INEZ BUCHOLTZ3 | 12517 217TH AVENUE CT E BOONEY LAKE, WA 98391 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $311 | $37 | $348 | 0.24% |
| MATTHEW C HARSH3 | 1523 HAVERHILL DR WHEATON, IA 60189 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $281 | $53 | $334 | 0.23% |
| JODI MOYLAN3 | 19103 MERIDIAN E PUYALLUP, WA 98375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $246 | $56 | $302 | 0.21% |
| RONALD JONES3 | 320 NANCY CT MOSCOW, ID 83843 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $206 | $67 | $273 | 0.19% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 46 IVY DR JERICHO, NY 11753 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $161 | $90 | $251 | 0.17% |
| TUCTO & ASSOCIATES CORP3 | 16 OCEAN PKWY BROOKLYN, NY 11218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $73 | $190 | 0.13% |
| WESLEY BLAKE BETZ3 | PO BOX 735 FOREST GROVE, OR 97116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $178 | $0 | $178 | 0.12% |
| NOAH OROPEZA3 | 5305 N GINNING DR LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $76 | $166 | 0.12% |
| MELODY ANN OVERLAND3 | 7009 W MCMAHON WAY PEORIA, AZ 85345 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $141 | $3 | $144 | 0.10% |
| MEGAN ELIZABETH CASTO3 | 10340 CARNEY DR SE OLYMPIA, WA 98501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $44 | $122 | 0.09% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA RD UNIT 2367 OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $38 | $116 | 0.08% |
| DUSTIN HEZEKIAH KING3 | 815 N 52ND ST APT 2065 PHOENIX, AZ 85008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $10 | $100 | 0.07% |
| VALUE ADDED SOLUTIONS3 | 1161 HERITAGE CT SUN PRAIRIE, WA 53590 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $53 | $75 | 0.05% |
| KURZ & VALDEZ BENEFIT ENROLLMENT SO3 | 8601 N BLACK CANYON HWY STE 20 PHOENIX, AA 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $48 | $74 | 0.05% |
| DANIEL SELZ3 | 4373 BENT GRASS CT WINDSOR, WI 53598 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $45 | $67 | 0.05% |
| MARIA LOZANO3 | 4124 E VEST AVE GILBERT, AZ 85295 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | $0 | $67 | 0.05% |
| JANTELLE LAVONNE BONNER3 | 99 N POST OAK LN APT 5302 HOUSTON, TX 77024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $1 | $45 | 0.03% |
| ELAISIUS BONNER3 | 974 ROSEFIELD LN AURORA, IL 60504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.03% |
| JASON JONES3 | 1983 FLAMINGO DR UNIT B COSTA MESA, CA 92626 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $0 | $26 | 0.02% |
| ZACHAREE KEITH SIAHPUSH3 | 6727 MLK JR WAY S STE M SEATTLE, WA 98118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $1 | $13 | 0.01% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| INTEGRITY ASSOCIATES INS. SERVICES3 Filed as: INTEGRITY INSURANCE INC | 123 PINE VALLEY DR MIDDLETOWN, DE 19709 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 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 | 500 | 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) | 500 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ARKANSAS BLUE CROSS AND BLUE SHIELD | 322 | $2.0M |
| Dental | GUARDIAN LIFE INSURANCE COMPANY | 514 | $268K |
| Vision | GUARDIAN LIFE INSURANCE COMPANY | 514 | $268K |
| Life insurance | GUARDIAN LIFE INSURANCE COMPANY | 514 | $268K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 183 | $143K |
| Long-term disability | GUARDIAN LIFE INSURANCE COMPANY | 514 | $268K |
| Prescription drug | ARKANSAS BLUE CROSS AND BLUE SHIELD | 322 | $2.0M |
| Other(3 contracts, 3 carriers) | GUARDIAN LIFE INSURANCE COMPANY | 514 | $621K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 514 | — |
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.