| 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 | $31K | $31K | $63K | 9.10% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DRIVE KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44K | $4K | $48K | 10.36% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18K | $3K | $20K | 4.44% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | — | $14K | 2.98% |
| DEBBIE PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $7K | 1.52% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.30% |
| MARY DAUGHERTY | 7108 WEST CHERMONT CIR KNOXVILLE, TN 37918 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $795 | — | $795 | 0.17% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND WAY OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | — | $106 | 0.02% |
| GRINDELL & ROMERO INSURANCE INC3 | PO BOX 1929 LAS CRUCES, NM 88004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.01% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON LN HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.00% |
| EDGHILL ENTERPRISES LLC3 | 2701 NORTH 70TH ST APT 87 LINCOLN, NE 68507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.00% |
| D&I INTERNATIONAL PARTNERS INC3 Filed as: D & I INTERNATIONAL PARTNERS INC | 449 EL CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.00% |
| ANGELA RENEE HERNANDEZ3 | 12613 PASCO RAE AVE EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| VANESSA CARRASCO3 | 1282 ZELLIGE ST EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| SEAMAN ENTERPRISES INC3 | 924 LAS AVES PL EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MERKI BENEFITS ADMINISTRATION LLC3 | 652 WIND RIVER EL PASO, TX 79932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MARIA GRACIELA PAMANES3 | 7505 EAGLE VISTA DR EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CECILIA MARTINEZ MACKAY3 | 9716 EASTRIDGE DR EL PASO, TX 79925 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| G ZUBIA ENTERPRISES INC3 | 2417 MONTANA AVE EL PASO, TX 79903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CARLA STINER REEL3 Filed as: CARLA REEL | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 10.50% |
| DEBORAH FARMER SAMPLES3 Filed as: DEBORAH FARMER | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 4.50% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $229 | $5K | 5.85% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.93% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $146 | $1K | 1.71% |
| DEBBIE PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $449 | $62 | $511 | 0.65% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $384 | — | $384 | 0.49% |
| MARY DAUGHERTY3 | 7108 WEST CHERMONT CIR KNOXVILLE, TN 37918 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $309 | — | $309 | 0.39% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $99 | $3K | 6.41% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.80% |
| MARY DAUGHERTY3 | 7108 W CHERMONT CIR KNOXVILLE, TN 37918 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.11% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $12 | $29 | 0.07% |
| GRINDELL & ROMERO INSURANCE INC3 | PO BOX 1929 LAS CRUCES, NM 88004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| DEBBIE PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.01% |
| ANGELA RENEE HERNANDEZ3 | 12613 PASCO RAE AVE EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| VANESSA CARRASCO3 | 1282 ZELLIGE ST EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| D&I INTERNATIONAL PARTNERS INC3 Filed as: D & I INTERNATIONAL PARTNERS INC | 449 EL CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| RYAN G YOUNG3 | 801 N NURSEY RD IRVING, TX 75061 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $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 | 560 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 560 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 636 | $581K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 293 | $83K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF TENNESSEE | 560 | $690K |
| Other(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 636 | $581K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 636 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.