| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDUCATIONAL & INSTITUTIONAL INS ADM3 Filed as: EDUCATIONAL & INST. INS ADM INC | 200 S WACKER DR. STE 1000 CHICAGO, IL 60606 | STANDARD INSURANCE COMPANY | $8K | — | $8K | 13.85% |
| EDUCATIONAL & INSTITUTIONAL INS ADM3 Filed as: EDUCATIONAL & INST. INS ADM INC | 200 S WACKER DR STE 1000 CHICAGO, IL 60606 | VISION SERVICE PLAN | $971 | — | $971 | 6.06% |
| ELITE-VB LLC3 | 111 HEKILI STREET KAILUA, HI 96734 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $149 | — | $149 | 4.31% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE #1 WASILLA, AK 99654 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $26 | $63 | 1.82% |
| GREGORY WAYNE WRICE3 | 7419 GREY WOLF CIRCLE ANCHORAGE, AK 99507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $4 | $43 | 1.24% |
| GCG FINANCIAL LLC3 Filed as: WILSON ALBERS, AN ALERA GROUP AGENC | 3000 A STREET ANCHORAGE, AK 99503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 1.07% |
| FRANK THOMAS BAILEY3 | 3630 LOC SALT ANCHORAGE, AK 99516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $22 | $29 | 0.84% |
| CYRUS PINDER3 | 2375 CHINOOK AVE ANCHORAGE, AK 99516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.64% |
| RANDELL LYNN KRUSE3 | 2018 DAYTON COURT SE RENTON, WA 98055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.64% |
| MEGAN ELIZABETH CASTO3 | HOME OFFICE COLUMBIA, SC 29202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $7 | $19 | 0.55% |
| JENNIFER WRICE3 | 7419 GREY WOLF CIRCLE ANCHORAGE, AK 99507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $4 | $6 | 0.17% |
| PICKERING FINANCIAL SERVICES INC3 | 4012 REKA DRIVE ANCHORAGE, AK 99508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
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 | 120 | 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) | 120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PREMERA BLUE CROSS BLUE SHIELD OF ALASKA, INC | 208 | $126K |
| Vision | VISION SERVICE PLAN | 113 | $16K |
| Life insurance | STANDARD INSURANCE COMPANY | 120 | $57K |
| Short-term disability | STANDARD INSURANCE COMPANY | 120 | $57K |
| Long-term disability | STANDARD INSURANCE COMPANY | 120 | $57K |
| Other(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 120 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 208 | — |
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.