| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 500 WEST 36TH AVENUE, SUITE 310 ANCHORAGE, AK 99503 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | $0 | $14K | 15.00% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 500 WEST 36TH AVENUE, SUITE 310 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $29 | $6K | 9.25% |
| ELITE-VB LLC3 Filed as: ELITE-VB, LLC | 341 WEST TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $39 | $3K | 3.81% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $821 | $137 | $958 | 1.42% |
| PICKERING FINANCIAL SERVICES INC3 Filed as: PICKERING FINANCIAL SERVICES, INC. | 341 WEST TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $675 | $0 | $675 | 1.00% |
| CYRUS PINDER3 | 2375 CHINOOK AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $548 | $18 | $566 | 0.84% |
| CASSANDRA JOSEY3 | 1132 EAST 14TH AVENUE ANCHORAGE, AK 99501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $46 | $0 | $46 | 0.07% |
| CONNEXION INSURANCE SOLUTIONS3 Filed as: CONNEXION INSURANCE SOLUTIONS, INC. | PO BOX 34315 SEATTLE, WA 98124 | USABLE LIFE | $3K | $0 | $3K | 9.04% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5664 PRAIRIE CREEK DRIVE SE CALEDONIA, MI 49316 | USABLE LIFE | $2K | $0 | $2K | 5.91% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 500 WEST 36TH AVENUE, SUITE 310 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $7 | $2K | 9.48% |
| ELITE-VB LLC3 Filed as: ELITE-VB, LLC | 341 WEST TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $733 | $9 | $742 | 3.19% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $290 | $28 | $318 | 1.37% |
| CYRUS PINDER3 | 2375 CHINOOK AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $121 | $3 | $124 | 0.53% |
| PICKERING FINANCIAL SERVICES INC3 Filed as: PICKERING FINANCIAL SERVICES, INC. | 341 WEST TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $118 | $0 | $118 | 0.51% |
| SIERRA ROSE MCROBERTS3 | PO BOX 870682 WASILLA, AK 99687 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $31 | $45 | 0.19% |
| CASSANDRA JOSEY3 | 1132 EAST 14TH AVENUE ANCHORAGE, AK 99501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.02% |
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 | 166 | 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) | 166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 166 | $215K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 166 | $124K |
| Other(6 contracts, 5 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 166 | $218K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 166 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.