| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DISABILITY SPECIALISTS INC3 Filed as: DISABILITY SPECIALISTS, INC. | 100 OTTAWA AVENUE SW GRAND RAPIDS, MI 49503 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 3.78% |
| IMG3 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $44 | $44 | 0.03% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 582 EAST 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $521 | $0 | $521 | 5.28% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE SEATTLE, WA 98101 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $492 | $0 | $492 | 4.99% |
| MELLONEASE KIRKSEY & OTHERS3 | 1664 CEDAR SPRINGS COURT CLARKSVILLE, TN 37042 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $179 | $0 | $179 | 1.81% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $121 | $0 | $121 | 1.23% |
| MEGAN ELIZABETH CASTO3 | 10340 CARNEY DRIVE SE OLYMPIA, WA 98501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $99 | $0 | $99 | 1.00% |
| FRANK THOMAS BAILEY3 | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $81 | $0 | $81 | 0.82% |
| JANEEN M BAILEY3 Filed as: JANEEN M. BAILEY | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $68 | $0 | $68 | 0.69% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 582 EAST 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $73 | $0 | $73 | 8.21% |
| ACRISURE LLC3 Filed as: ACRISURE NORTHWEST PARTNERS INS. | 19401 40TH AVENUE WEST LYNNWOOD, WA 98036 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 1.46% |
| MEGAN ELIZABETH CASTO3 | 10340 CARNEY DRIVE SE OLYMPIA, WA 98501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.90% |
| FRANK THOMAS BAILEY3 | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.79% |
| FRANCINE DARLENE CHIKLAK & OTHERS3 | 108 RUSTY ALLEN PLACE ANCHORAGE, AK 99504 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.67% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.45% |
| JANEEN M BAILEY3 Filed as: JANEEN M. BAILEY | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.34% |
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 | 200 | 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) | 200 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 200 | $165K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 200 | $165K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 200 | $165K |
| Other(3 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 200 | $175K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 200 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.