| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES NY LLC | 340 MADISON AVENUE, 21ST FLOOR NEW YORK, NY 10173 | BLUECROSS BLUESHIELD OF MASSACHUSETTS, INC. | $39K | $7K | $46K | 2.27% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | 2711 NORTH HASKELL AVENUE SUITE 2000 DALLAS, TX 75204 | COMBINED INSURANCE | $167K | $0 | $167K | 17.25% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61187 VIRGINIA BEACH, VA 23466 | HARTFORD LIFE AND ACCIDENT | $0 | $4K | $4K | 0.49% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61187 VIRGINIA BEACH, VA 23466 | VISION SERVICE PLAN | $18K | $0 | $18K | 3.24% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61187 VIRGINIA BEACH, VA 23466 | RELIASTAR LIFE INSURANCE COMPANY | $55K | $0 | $55K | 17.97% |
| USI INSURANCE SERVICES LLC3 | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, VA 10595 | RELIASTAR LIFE INSURANCE COMPANY | $13K | $0 | $13K | 4.38% |
| BSC AGENCY LLC3 | 1025 ASHWORTH ROAD WEST DES MOINES, IA 50265 | RELIASTAR LIFE INSURANCE COMPANY | $0 | $12K | $12K | 4.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY LLC | 1820 EAST FIRST STREET SUITE 400 SANTA ANA, VA 92705 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | $0 | $4K | 1.93% |
| BENEFIT COMMUNICATIONS INC3 Filed as: BENEFIT COMMUNICATIONS INC. | 2977 SIDCO DRIVE NASHVILLE, IL 37204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | $0 | $4K | 1.74% |
| JENNIFER ROBLES3 | 1002 NORTH TEXAS STREET FAIRFIELD, VA 94533 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $398 | $0 | $398 | 0.17% |
| JAMES D DAVIDSON3 Filed as: JAMES D. DAVIDSON | 1820 EAST 1ST STREET SUITE 400 SANTA ANA, CA 92705 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $316 | $0 | $316 | 0.14% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $187 | $0 | $187 | 0.08% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 214 NORTH TRYON STREET, 46TH FLOOR CHARLOTTE, NC 28202 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $41 | $0 | $41 | 0.02% |
| USI INSURANCE SERVICES LLC3 | PO BOX 61187 VIRGINIA BEACH, VA 23466 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $26 | $0 | $26 | 0.01% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES NY LLC | 340 MADISON AVENUE, 21ST FLOOR NEW YORK, NY 10173 | PRINCIPAL LIFE INSURANCE COMPANY | $13K | $1K | $14K | 8.42% |
| USI INSURANCE SERVICES LLC3 | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $6K | $0 | $6K | 4.19% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 1800 SW FIRST AVENUE PORTLAND, OR 97201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 6.62% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVENUE HILLSBORO, OR 97124 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $487 | $0 | $487 | 2.02% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS GROUP INC. | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $171 | $0 | $171 | 0.71% |
| ZINA OSTER3 | 3153 FOREST DRIVE CHEYENNE, WY 82001 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $111 | $0 | $111 | 0.46% |
| SHARON SIMPSON MCCLENDON3 Filed as: SHARON SIMPSON MCCLENDON & AGENTS | 4207 TURKEY CREEK ROAD PLANT CITY, FL 33567 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $104 | $0 | $104 | 0.43% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $42 | $0 | $42 | 0.17% |
| GREG W WOOLLEY3 Filed as: GREG W. WOOLLEY | 15492 CLIFFVIEW DRIVE MONTCLAIR, VA 22026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.12% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 1800 SW FIRST AVENUE PORTLAND, OR 97201 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 7.34% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVENUE HILLSBORO, OR 97124 | THE PAUL REVERE LIFE INSURANCE COMPANY | $401 | $0 | $401 | 2.29% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS GROUP INC. | 112 NW 114TH STREET VANCOUVER, WA 98685 | THE PAUL REVERE LIFE INSURANCE COMPANY | $121 | $0 | $121 | 0.69% |
| ZINA OSTER3 | 3153 FOREST DRIVE CHEYENNE, WY 82001 | THE PAUL REVERE LIFE INSURANCE COMPANY | $83 | $0 | $83 | 0.47% |
| KEVIN FITZGERALD HOWARD3 Filed as: KEVIN F. HOWARD AND OTHER AGENTS | PO BOX 71315 OAKLAND, CA 94612 | THE PAUL REVERE LIFE INSURANCE COMPANY | $62 | $0 | $62 | 0.35% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | THE PAUL REVERE LIFE INSURANCE COMPANY | $32 | $0 | $32 | 0.18% |
| BRIAN COHEN3 | 6804 NORTH CAPITAL OF TEXAS HIGHWAY AUSTIN, TX 78731 | THE PAUL REVERE LIFE INSURANCE COMPANY | $15 | $0 | $15 | 0.09% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 1800 SW FIRST AVENUE PORTLAND, OR 97201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 7.34% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVENUE HILLSBORO, OR 97124 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $401 | $0 | $401 | 2.29% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS GROUP INC. | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $121 | $0 | $121 | 0.69% |
| ZINA OSTER3 | 3153 FOREST DRIVE CHEYENNE, WY 82001 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $83 | $0 | $83 | 0.47% |
| KEVIN FITZGERALD HOWARD3 Filed as: KEVIN F. HOWARD AND OTHER AGENTS | PO BOX 71315 OAKLAND, CA 94612 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $62 | $0 | $62 | 0.35% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $0 | $32 | 0.18% |
| BRIAN COHEN3 | 6804 NORTH CAPITAL OF TEXAS HIGHWAY AUSTIN, TX 78731 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.09% |
| BENEFIT COMMUNICATIONS INC3 Filed as: BENEFIT COMMUNICATIONS INC. | 2977 SIDCO DRIVE NASHVILLE, TN 37204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $958 | $0 | $958 | 7.92% |
| JAMES D DAVIDSON3 Filed as: JAMES D. DAVIDSON | 1820 EAST 1ST STREET SUITE 400 SANTA ANA, CA 92705 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $48 | $0 | $48 | 0.40% |
| JENNIFER ROBLES3 | 1002 NORTH TEXAS STREET FAIRFIELD, CA 94533 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11 | $0 | $11 | 0.09% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY LLC | 1820 EAST FIRST STREET SUITE 400 SANTA ANA, CA 92705 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 1800 SW FIRST AVENUE PORTLAND, OR 97201 | THE PAUL REVERE LIFE INSURANCE COMPANY | $304 | $0 | $304 | 6.65% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVENUE HILLSBORO, OR 97124 | THE PAUL REVERE LIFE INSURANCE COMPANY | $75 | $0 | $75 | 1.64% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS GROUP INC. | 112 NW 114TH STREET VANCOUVER, WA 98685 | THE PAUL REVERE LIFE INSURANCE COMPANY | $32 | $0 | $32 | 0.70% |
| ZINA OSTER3 | 3153 FOREST DRIVE CHEYENNE, WY 82001 | THE PAUL REVERE LIFE INSURANCE COMPANY | $22 | $0 | $22 | 0.48% |
| DANA SUMMERS3 | 259 OVERLAND TRAIL HAYS, NC 28635 | THE PAUL REVERE LIFE INSURANCE COMPANY | $13 | $0 | $13 | 0.28% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN AND OTHER AGENTS | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | THE PAUL REVERE LIFE INSURANCE COMPANY | $12 | $0 | $12 | 0.26% |
| SALATHIEL MALDONADO3 | 504 EAST BOYDS ROAD CARMEL, NY 10512 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | $0 | $11 | 0.24% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY LLC | 1820 EAST FIRST STREET SUITE 400 SANTA ANA, VA 92705 | ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK | $94 | $0 | $94 | 2.45% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK | $21 | $0 | $21 | 0.55% |
| ROD L STENSEN3 Filed as: ROD L. STENSEN | 2052 MAIDU WAY GOLD RIVER, CA 95670 | ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK | $6 | $0 | $6 | 0.16% |
| JAMES D DAVIDSON3 Filed as: JAMES D. DAVIDSON | 1820 EAST 1ST STREET SUITE 400 SANTA ANA, CA 92705 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $105 | $0 | $105 | 3.31% |
| JENNIFER ROBLES3 | 1002 NORTH TEXAS STREET FAIRFIELD, VA 94533 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | $0 | $36 | 1.13% |
| BENEFIT COMMUNICATIONS INC3 Filed as: BENEFIT COMMUNICATIONS INC. | 2977 SIDCO DRIVE NASHVILLE, IL 37204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | $0 | $5 | 0.16% |
| JAMES D DAVIDSON3 Filed as: JAMES D. DAVIDSON | 1820 EAST 1ST STREET SUITE 400 SANTA ANA, CA 92705 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | $0 | $10 | 1.18% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY LLC | 1820 EAST FIRST STREET SUITE 400 SANTA ANA, VA 92705 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | $0 | $10 | 1.18% |
| BENEFIT COMMUNICATIONS INC3 Filed as: BENEFIT COMMUNICATIONS INC. | 2977 SIDCO DRIVE NASHVILLE, IL 37204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | $0 | $5 | 0.59% |
| JENNIFER ROBLES3 | 1002 NORTH TEXAS STREET FAIRFIELD, VA 94533 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | $0 | $4 | 0.47% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | $0 | $2 | 0.24% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 214 NORTH TRYON STREET, 46TH FLOOR CHARLOTTE, NC 28202 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | $0 | $2 | 0.24% |
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 | 7,039 | 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) | 7,039 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,073 | $12.5M |
| Dental | BLUECROSS BLUESHIELD OF MASSACHUSETTS, INC. | 184 | $2.0M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 5,320 | $715K |
| Life insurance(11 contracts, 6 carriers) | SECURIAN LIFE INSURANCE COMPANY | 7,039 | $1.5M |
| Short-term disability(8 contracts, 6 carriers) | COMBINED INSURANCE | 4,996 | $2.3M |
| Long-term disability(2 contracts, 2 carriers) | COMBINED INSURANCE | 4,996 | $1.8M |
| Prescription drug(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,073 | $12.5M |
| Other(9 contracts, 7 carriers) | SECURIAN LIFE INSURANCE COMPANY | 7,039 | $2.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,039 | — |
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.