| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 550 WEST 36TH AVENUE, SUITE 310 ANCHORAGE, AK 99503 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | $0 | $8K | 8.24% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 582 EAST 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $0 | $7K | 6.76% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 500 WEST 36TH AVENUE, SUITE 310 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $121 | $5K | 8.64% |
| ELITE-VB LLC3 | 111 HEKILI STREET KAILUA, HI 96734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 2.60% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $935 | $356 | $1K | 2.17% |
| FRANK THOMAS BAILEY3 | 3630 LOC SALT ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $77 | $243 | $320 | 0.54% |
| PICKERING FINANCIAL SERVICES INC3 Filed as: PICKERING FINANCIAL SERVICES, INC. | 341 WEST TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $239 | $0 | $239 | 0.40% |
| CYRUS PINDER3 | 2375 CHINOOK AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $190 | $0 | $190 | 0.32% |
| MEGAN ELIZABETH CASTO3 | 10340 CARNEY DRIVE SE OLYMPIA, WA 98501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $95 | $61 | $156 | 0.26% |
| CONNEXION INSURANCE SOLUTIONS3 Filed as: CONNEXION INSURANCE SOLUTIONS, INC. | PO BOX 34315 SEATTLE, WA 98124 | USABLE LIFE | $2K | $0 | $2K | 9.16% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 100 OTTAWA AVENUE SW GRAND RAPIDS, MI 49503 | USABLE LIFE | $1K | $0 | $1K | 5.73% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 500 WEST 36TH AVENUE, SUITE 310 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $2 | $2K | 8.19% |
| ELITE-VB LLC3 | 111 HEKILI STREET KAILUA, HI 96734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $466 | $0 | $466 | 2.46% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $181 | $0 | $181 | 0.96% |
| PICKERING FINANCIAL SERVICES INC3 Filed as: PICKERING FINANCIAL SERVICES, INC. | 341 WEST TUDOR ROAD ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $89 | $0 | $89 | 0.47% |
| CYRUS PINDER3 | 2375 CHINOOK AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $38 | $0 | $38 | 0.20% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 550 WEST 36TH AVENUE, SUITE 310 ANCHORAGE, AK 99503 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA. | $466 | $0 | $466 | 15.01% |
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 | 176 | 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) | 176 | 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 | 176 | $206K |
| Short-term disability(2 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 52 | $79K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 176 | $127K |
| Other(6 contracts, 5 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 176 | $209K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 176 | — |
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.