| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DEBORAH FARMER SAMPLES3 | 699 INDIAN RIVER BOAT DOCK RD JACKSBORO, TN 37757 | BLUE CROSS OF TENNESSEE | $62K | — | $62K | 12.01% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $2K | $14K | 2.99% |
| CARLA STINER REEL3 | 1637 BOTSFORD DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $8K | $11K | 2.52% |
| DEBORAH FARMER SAMPLES3 | 699 INDIAN RIVER BOAT DOCK RD JACKSBORO, TN 37757 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | — | $11K | 2.44% |
| JOSEPH M TAMER3 | 6500 PAPERMILL DR KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $7K | 1.53% |
| MARY DAUGHERTY3 Filed as: MARY DAUGHTERY | 7625 STAR GAZING LANE KNOXVILLE, TN 37938 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $225 | $3K | 0.71% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $197 | — | $197 | 0.04% |
| DEBBIE PERKINS3 | 9655 BRUNSWICK DRIVE BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $32 | $139 | 0.03% |
| WILLIAMS RICHARD KYZER3 | PO BOX 8213 HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $0 | $108 | 0.02% |
| DONNA ROSS SMITH3 | 2632 JUDES FERRY RD POWHATAN, VA 23139 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.00% |
| EDGHILL ENTERPRISES LLC3 | 1420 WEST Q ST LINCOLN, NE 68528 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.00% |
| CARLA STINER REEL3 | 1637 BOTSFORD DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $505 | $4K | 5.81% |
| DEBORAH FARMER SAMPLES3 | 699 INDIAN RIVER BOAT DOCK RD JACKSBORO, TN 37757 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.78% |
| NICHOLAR MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $754 | $160 | $914 | 1.29% |
| JOSEPH M TAMER3 | 6500 PAPERMILL DR KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $612 | $88 | $700 | 0.99% |
| MARY DAUGHERTY3 Filed as: MARY DAUGHTERY | 7625 STAR GAZING LANE KNOXVILLE, TN 37938 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $497 | $4 | $501 | 0.71% |
| DEBBIE PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $2 | $10 | 0.01% |
| WILLIAM RICHARD KYZER3 | PO BOX 8213 HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| CARLA STINER REEL3 Filed as: CARLA REEL | 6500 PAPERMILL RD STE 220 KNOXVILLE, TN 37919 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 9.62% |
| DEBORAH FARMER SAMPLES3 Filed as: DEBORAH SAMPLES | 699 INDIAN RIVER BOAT DOCK RD JACKSBORO, TN 37757 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 4.12% |
| CARLA STINER REEL3 | 1637 BOTSFORD DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $335 | $2K | 7.13% |
| DEBORAH FARMER SAMPLES3 | 699 INDIAN RIVER BOAT DOCK RD JACKSBORO, TN 37757 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $973 | — | $973 | 2.81% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNOGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $19 | $109 | 0.32% |
| MARY DAUGHERTY3 Filed as: MARY DAUGHTERY | 7625 STAR GAZING LANE KNOXVILLE, TN 37938 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $1 | $93 | 0.27% |
| THOMAS JENKINS PARKER3 Filed as: THOMAS WILSON GROUP LLC | 5214 MARYLAND WAY STE 303 BRENTWOOD, TN 37027 | UNUM LIFE INSURANCE OF AMERICA | $2K | — | $2K | 15.00% |
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 | 379 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 379 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 580 | $487K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 295 | $524K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 236 | $58K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS OF TENNESSEE | 532 | $517K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 295 | $536K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 580 | — |
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.