| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DEBORAH FARMER SAMPLES3 Filed as: DEBORAH FARMER | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | BLUECROSS BLUESHIELD OF TENNESSEE | $38K | $0 | $38K | 5.46% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48K | $5K | $53K | 8.66% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20K | $4K | $24K | 3.86% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $0 | $15K | 2.45% |
| BENEFOUNDRY INC3 | 3013 LARGE HOP LN ANTIOCH, TN 37013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 0.62% |
| DANIEL JAMES PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 0.46% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.17% |
| MARY DAUGHERTY3 | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $664 | $0 | $664 | 0.11% |
| TRANSTAR INSURANCE BROKERS, INC.3 Filed as: TRANSTAR INSURANCE BROKERS | 5450 E HIGH ST PHOENIX, AZ 85054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $244 | $0 | $244 | 0.04% |
| DEIDRE B HOEHN3 | 30885 FRESH POND DR OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $99 | $0 | $99 | 0.02% |
| NOAH OROPEZA3 | 5305 N GINNING DR LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $0 | $90 | 0.01% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $0 | $59 | 0.01% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES SOUTHWEST INC | 315 WEST THIRD ST LITTLE ROCK, AZ 72201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | 0.01% |
| JB & H LLC3 | 8707 E SAGUARDO VIEW PLACE VAIL, AZ 85641 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 0.00% |
| EDGHILL ENTERPRISES LLC3 | 2701 N 70TH ST APT D87 LINCOLN, NE 68507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.00% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $324 | $5K | 5.38% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $222 | $2K | 1.76% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.70% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $341 | $0 | $341 | 0.37% |
| BENEFOUNDRY INC3 | 3013 LARGE HOPE LN ANTIOCH, TN 37013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $167 | $136 | $303 | 0.33% |
| DANIEL JAMES PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $286 | $0 | $286 | 0.31% |
| MARY DAUGHERTY3 Filed as: MARY DAUGHTERY | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $260 | $0 | $260 | 0.28% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 1120 S TYRON ST STE 650 CHARLOTTE, NC 28203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123 | $0 | $123 | 0.13% |
| BENEFIT ENROLLMENT SERVICES INC3 | 210 CARDEN AVE NASHVILLE, TN 37205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.01% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT RD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOWOWITZ | 2610 ALCOTT ST CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $128 | $3K | 5.66% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 2.42% |
| NICOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $233 | $27 | $260 | 0.56% |
| MARY DAUGHERTY3 Filed as: MARY DAUGHTERY | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $0 | $34 | 0.07% |
| BENEFOUNDRY INC3 | 3013 LARGE HOP LN ANTIOCH, TN 37013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.05% |
| GRINDELL & ROMERO INSURANCE INC3 | PO BOX 1929 LAS CRUCES, NM 88004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.05% |
| VANESSA CARRASCO3 | 1282 ZELLIGE ST EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| D&I INTERNATIONAL PARTNERS INC3 | 449 E CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ANGELA RENEE HERNANDEZ3 | 3233 MUDDY POINT LN EL PASO, TX 79938 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| RYAN G YOUNG3 | 801 N NURSERY RD IRVING, TX 75061 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 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 | 575 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 575 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 634 | $659K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF TENNESSEE | 381 | $702K |
| Other(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 634 | $752K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 634 | — |
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.