| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA INC | 2400 E KATELLA AVENUE SUITE 110 ANAHEIM, CA 92806 | AETNA LIFE INSURANCE COMPANY | $68K | — | $68K | 3.34% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA INC | 2400 E KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | AETNA HEALTH, INC. | $47K | — | $47K | 2.30% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA | 750 B STREET SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19K | — | $19K | 10.20% |
| BRIAN YERVANT AKIAN3 Filed as: BRIAN YERVAN AKIAN | 503 SPRINGBROOK NORTH IRVINE, CA 92614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $3K | $11K | 6.07% |
| MICHAEL F FAHEY III3 | 411 AVENIDA ADOBE SAN CLEMENTE, CA 92672 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $5K | 2.80% |
| DAVID O CHRISTENSEN3 | 180 MCKNIGHT DRIVE LAGUNA BEACH, CA 92651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $693 | $4K | 2.37% |
| GREGORY ALLEN BATTEN3 | 2619 ELWICK ST OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $999 | $4K | 2.03% |
| DAVID A. RACKLIFFE3 Filed as: DAVID A RACKLIFFE | 35 DANBURY LANE IRVINE, CA 92618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $435 | $4K | 1.99% |
| EUNICE AKIAN3 | 15551 WILD PLUM CIRCLE HUNTINGTON BEACH, CA 92647 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $113 | $3K | 1.50% |
| SHARON R NOWELL3 Filed as: SHARON R. NOWELL | 4111 NW 9TH STREET COCONUT CREEK, FL 33066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $927 | $53 | $980 | 0.54% |
| EMPLOYEE BENEFITS GROUP OF FLORIDA3 | 13750 W COLONIAL DRIVE WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $411 | $398 | $809 | 0.44% |
| DUPUY & ASSOCIATES INC3 | P O BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $423 | $54 | $477 | 0.26% |
| AVERY INSURANCE INC3 Filed as: AVERY INSURANCE INC. | ATTN PAMELA AVERY POMPANO BEACH, FL 33069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $139 | $19 | $158 | 0.09% |
| CHRISTINA BIEBER3 | 12827 WOODMILL DRIVE PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $144 | $11 | $155 | 0.08% |
| SHERRI BARHAM3 | 24694 PASEO DE TORONTO YORBA LINDA, CA 92887 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $118 | — | $118 | 0.06% |
| RONALD SADOFSKY3 | 13553 CREST LAKE DRIVE HUDSON, FL 34669 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 0.06% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $27 | $89 | 0.05% |
| MARTIN ROY KELLER3 | 513 BARCLAY AVE ORLANDO, FL 32701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 0.04% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $16 | $58 | 0.03% |
| JOHN D EVANGELISTA3 Filed as: JOHN D. EVANGELISTA | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $9 | $36 | 0.02% |
| GABRIEL HOLGUIN3 | 2807 GRATTON STREET RIVERSIDE, CA 92504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $2 | $31 | 0.02% |
| CHARLES D. BLOCK3 Filed as: CHARLES DUANE SMITH | 4040 EAST PIEDMONT DR HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| KYLE RUSSEY3 | 6921 E. WEDGEWOOD AVE. DAVIE, FL 33331 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $6 | $11 | 0.01% |
| JOSEPH A STALTARE3 Filed as: JOSEPH MICHAEL GANNON | 3047 GARFIELD STREET HOLLYWOOD, FL 33021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| LISA M RUSSEY3 Filed as: LISA M. RUSSEY | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.00% |
| R AND T FIGUEROA LLC3 Filed as: R & T FIGUEROA | 7569 S. CARLISLE AVENUE TUCSON, AZ 85746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W. 47TH STREET KANSAS CITY, MO 64112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| BST COMPANIES INC3 Filed as: BST COMPANIES | 481 EAST DOWNTOWN STREET TUCSON, AZ 85701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| EC BENEFITS INC3 Filed as: EC BENEFITS INC. | 8038 S. 38TH PLACE PHOENIX, AZ 85042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
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 | 570 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 579 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,147 | $4.1M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,147 | $4.1M |
| Vision | AETNA LIFE INSURANCE COMPANY | 1,147 | $2.0M |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 190 | $183K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 190 | $183K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 190 | $183K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,147 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.