| 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 | $0 | $31K | 4.29% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49K | $9K | $58K | 11.65% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21K | $5K | $26K | 5.13% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADEN GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $0 | $15K | 3.06% |
| DEBBIE PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $991 | $5K | 0.97% |
| DANIEL JAMES PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 0.50% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.21% |
| MARY DAUGHERTY3 Filed as: MARY DAUGHTRY | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $636 | $0 | $636 | 0.13% |
| BENEFOUNDRY INC3 | 3013 LARGE HOP LN ANTIOCH, TN 37013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $471 | $67 | $538 | 0.11% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: TRANSTAR INSRUANCE BROKERS | 5450 E HIGH ST PHEONIX, AZ 85054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.01% |
| EDGHILL ENTERPRISES LLC3 Filed as: EDGHILL ENTERPRISES ILC | 2701 N 70TH ST APT D87 LINCOLN, NE 68507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.00% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND DR OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.00% |
| NOAH OROPEZA3 | 5305 N GINNNING DR LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.00% |
| WILLIAM RICHARD KYZER3 | 8211 GORDON LN HERMITAGE, TN 37076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.00% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.00% |
| JB & H LLC3 | 8707 E SAGUARDO VIEW PLACE VAIL, AZ 85641 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| D&I INTERNATIONAL PARTNERS INC3 | 449 EL CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ANGELA RENEE HERNANDEZ3 | 12613 PASCO RAE AVE EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| SEAMAN ENTERPRISES INC3 | 924 LAS AVES PL EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| CARLA STINER REEL3 Filed as: CARLA S REEL | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | $0 | $9K | 10.50% |
| DEBORAH FARMER SAMPLES3 Filed as: DEBORAH FARMER | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 4.50% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $199 | $3K | 6.60% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 2.80% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $185 | $19 | $204 | 0.47% |
| MARY DAUGHERTY3 Filed as: MARY DAUGHTRY | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.10% |
| GRINDELL & ROMERO INSURANCE INC3 | PO BOX 1929 LAS CRUCES, NM 88004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.02% |
| VANESSA CARRASCO3 | 1282 ZELLIGE ST EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| D&I INTERNATIONAL PARTNERS INC3 | 449 EL CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| ANGELA RENEE HERNANDEZ3 | 3233 MUDDY POINT LN EL PASO, TX 79938 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37919 | 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% |
| CARLA STINER REEL3 | 12322 MALLARD BAY DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $424 | $5K | 60.36% |
| DEBORAH FARMER SAMPLES3 | 10524 LEADENHALL GARDENS WAY KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 19.11% |
| NICHOLAS MOOR WEISSFELD3 | 1309 KNIGHTSBRIDGE DR KNOXVILLE, TN 37922 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $216 | $1K | 17.67% |
| JM TAMER & CO3 | 6500 PAPERMILL DR STE 201 KNOXVILLE, TN 37919 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $353 | $0 | $353 | 4.56% |
| DEBBIE PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $289 | $48 | $337 | 4.36% |
| MARY DAUGHERTY3 Filed as: MARY DAUGHTRY | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $287 | $0 | $287 | 3.71% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SOUTHEAST INC | 1120 S TRYON ST STE 650 CHARLOTTE, NC 28203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $239 | $0 | $239 | 3.09% |
| DANIEL JAMES PERKINS3 | 9655 BRUNSWICK DR BRENTWOOD, TN 37027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $193 | $0 | $193 | 2.49% |
| BENEFIT ENROLLMENT SERVICES INC3 | 210 CARDEN AVE NASHVILLE, TN 37205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.28% |
| BENEFOUNDRY INC3 | 3013 LARGE HOPE LN ANTIOCH, TN 37013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $1 | $10 | 0.13% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.06% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT RD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.03% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT ST CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.03% |
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 | 541 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 541 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 649 | $551K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 290 | $90K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF TENNESSEE | 541 | $729K |
| Other(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 649 | $551K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 649 | — |
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.