| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | 10940 WHITE ROCK ROAD RANCHO CORDOVA, CA 95670 | DELTA DENTAL PLAN OF CALIFORNIA | $59K | $0 | $59K | 2.39% |
| MGW SERVICES LLC3 | 26060 ACERO MISSION VIEJO, CA 92691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94K | $7K | $100K | 7.32% |
| CONSUMER DRIVEN BENEFITS LLC3 | 1301 DOVE ST STE 340 NEWPORT BEACH, CA 92660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $7K | $20K | 1.48% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $3K | $14K | 1.03% |
| CONCIERGE BENEFITS & INSURANCE SERV3 | 925 N VULCAN AVE APT 106 ENCINITAS, CA 92024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $0 | $13K | 0.96% |
| TINA HERNANDEZ3 | 11779 W COCOPAH ST AVONDALE, AZ 85323 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $648 | $6K | 0.44% |
| RAMONA MARGARET DALY3 | 2877 CALLE HERALDO SAN CLEMENTE, CA 92673 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 0.32% |
| KAREN LINDER-STAUBS3 | 2510 PROCTOR LN BALTIMORE, MD 21234 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $401 | $4K | 0.32% |
| ZACHARY DANIEL FRAGER3 | 2251 BOLINAS ST SAN DIEGO, CA 92107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $4K | 0.27% |
| PAMELA GREGG3 | 15001 SAINT THOMAS CHURCH RD UPPER MARLBORO, MD 20772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $36 | $3K | 0.22% |
| MICHAEL URBAN3 | 3091 ACACIA ST WILMINGTON, DE 19804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $491 | $3K | 0.22% |
| J&H FINANCIAL AND INSURANCE SVC LLC3 Filed as: J&H FINANCIAL & INSURANCE SVC LLC | 22948 VIA CEREZA UNIT 4E MISSION VIEJO, CA 92691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 0.16% |
| CHARLENE ALPAY3 | 606 W 116TH ST NEW YORK, NC 10027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $53 | $2K | 0.12% |
| VONDA KAY PERALEZ3 | 6409 RIO DE JANEIRO AVE BAKERSFIELD, CA 93313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 0.12% |
| ANN MARIE BENT3 | 7551 ORCHID HAMMOCK DR WEST PALM BEACH, FL 33412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 0.11% |
| MARK E WERNER II3 Filed as: MARK E WERNER LI | 4423 WYNN RD BALTIMORE, MD 21236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $103 | $1K | 0.11% |
| JOSEPH RUBINO3 Filed as: JOSEPH THOMAS RUBINO | 2490 GROSSMONT COLLEGE DR EL CAJON, CA 92020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.10% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD STE 106 COLUMBIA, MD 21045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $651 | $376 | $1K | 0.07% |
| R & B ENROLLMENT SERVICES INC3 Filed as: R&B ENROLLMENT SERVICES LLC | PO BOX 3216 CRESTLINE, CA 92325 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $955 | $0 | $955 | 0.07% |
| MARIA YVONNE RODIGHIERO3 | 28502 SHRIKE DR LAGUNA NIGUEL, CA 92677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $880 | $25 | $905 | 0.07% |
| KRISTINA-MARIE KARINA HARTLEY3 | 2112 RED SAGE IRVINE, CA 92618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $892 | $0 | $892 | 0.07% |
| SHANIKA M. FISKE3 Filed as: SHANIKA M FISKE | 21552 MORESBY WAY LAKE FOREST, CA 92630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $826 | $0 | $826 | 0.06% |
| ROSE VILLALON PASQUEL3 | 552 E CARSON ST #104-412 CARSON, CA 90745 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $717 | $28 | $745 | 0.05% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $579 | $53 | $632 | 0.05% |
| EMLYN MARSTELLER IV3 Filed as: EMLYN MARSTELLER LV | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $581 | $44 | $625 | 0.05% |
| ROTH VOLUNTARY BENEFIT SERVICES INC3 | 9 DEARBORN LN BEAR, DE 19701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $413 | $193 | $606 | 0.04% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT ST CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $499 | $102 | $601 | 0.04% |
| CYNTHIA M ANGEL3 | 1532 TANGLEWOOD DR ALLEN, TX 75002 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $517 | $21 | $538 | 0.04% |
| RACHAEL DARLENE DUBE3 | 9 FRANCES BARBER DR HOPE VALLEY, RI 02832 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $479 | $0 | $479 | 0.03% |
| GUSTAVO TODE3 | 20607 DUCK POND PL GERMANTOWN, MD 20874 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $448 | $23 | $471 | 0.03% |
| DOUGLAS A D'ASCOLI3 | 35710 CLAMSHELL CIR SELBYVILLE, DE 19975 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $464 | $0 | $464 | 0.03% |
| BARBARA ELLEN SMITH3 | 4040 PIEDMONT DR SPC 228 HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $420 | $0 | $420 | 0.03% |
| NICHOLAS CUSMANO3 | 79 PORT HERMAN RD CHESAPEAKE, MD 21915 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $416 | $0 | $416 | 0.03% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COLNETT SAN MACROS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $415 | $0 | $415 | 0.03% |
| ARTHUR JOSEPH LIGGIO3 | 135 AVOCET LN WEST DEPTFORD, NJ 08086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $388 | $17 | $405 | 0.03% |
| CECILE DENISE SANZO3 | 3800 BRADFORD ST LA VERNE, CA 91750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $392 | $0 | $392 | 0.03% |
| JEFFREY MOTSCO3 | 15612 LINDEN GROVE LN WOODBINE, MD 21797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $242 | $142 | $384 | 0.03% |
| INTEGRITY ASSOCIATES INS. SERVICES3 Filed as: INTEGRITY INSURANCE INC | 123 PINE VALLEY DR MIDDLETOWN, DE 19709 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $380 | $0 | $380 | 0.03% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND DR STE 340 OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $350 | $0 | $350 | 0.03% |
| JEANENE MOTSCO3 | 15612 LINDEN GROVE LN WOODBINE, MD 21797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $242 | $99 | $341 | 0.02% |
| CELIFLORA THOMPSON3 | 4454 TERRA CORVO CT MERCED, CA 95348 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $276 | $64 | $340 | 0.02% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LN SAN BERNARDINO, CA 92410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $296 | $25 | $321 | 0.02% |
| WENDY SUE GERSHOW3 | 3217 STAR AVE OAKLAND, CA 94619 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $292 | $3 | $295 | 0.02% |
| HEIDI ANN ACUNA3 | 1536 IRVINE AVE NEWPORT BEACH, CA 92660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $288 | $0 | $288 | 0.02% |
| LORI ROBIN NISHIMORI3 | 9204 HOXIE CT BAKERSFIELD, CA 93311 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $234 | $39 | $273 | 0.02% |
| MICHELLE DARTEE3 | PO BOX 274 SPARTA, NJ 07871 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $247 | $23 | $270 | 0.02% |
| MONICA RAPINI3 | 51 SCOOTER CIR HAMBURG, NY 14075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $156 | $89 | $245 | 0.02% |
| COLLEEN A VOGAN3 | 5018 COBBLE STONE CT ELLICOTT CITY, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $220 | $0 | $220 | 0.02% |
| KIMBERLY FERGUSON3 | 168 RIDGEWOOD DR OAKLAND, MD 21550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | $15 | $216 | 0.02% |
| CHARLES W HOLZMAN3 | 4416 MACWORTH PL BALTIMORE, MD 21236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | $0 | $192 | 0.01% |
| CHRISTOPHER HAGER3 Filed as: CHRISTOPHER ALLAN | 19920 WINDWOOD CIR RIVERSIDE, CA 92508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | $0 | $191 | 0.01% |
| CAROL HOLZMAN3 | 4416 MACWORTH PL BALTIMORE, MD 21236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $185 | $0 | $185 | 0.01% |
| KENNETH D WONG3 | PO BOX 11810 MARINA DEL REY, CA 90295 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | $0 | $173 | 0.01% |
| TANYA WISHARD3 | PO BOX 307 CODORUS, PA 17311 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | $0 | $143 | 0.01% |
| DONNA ROSS SMITH3 Filed as: DONNA MARIE WARREN | 3851 N 28TH ST APT 229 PHOENIX, AZ 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $14 | $139 | 0.01% |
| GRAND GUILLORY3 | 5116 FURLONG WAY ANTIOCH, CA 94531 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $35 | $125 | 0.01% |
| DUANE A ADAMS3 Filed as: DUANE ANDREW FRY | 3707 ANITA AVE PASADENA, CA 91107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $19 | $124 | 0.01% |
| MAIRA MAGALI ORTIZ3 | 43642 35TH ST E LANCASTER, CA 93535 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $0 | $119 | 0.01% |
| LUIS ERNESTO PEREZ3 Filed as: LUIS PEREZ BENEFIT INSURANCE SOL | 861 KENWOOD ST UPLAND, CA 91784 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | $0 | $115 | 0.01% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE ST LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | $8 | $110 | 0.01% |
| MARIA RUBY QUINTANA3 | 112 N TOLAND AVE WEST COVINA, CA 91790 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $0 | $107 | 0.01% |
| CLARICE R MIMS3 Filed as: CLARICE R MIMA | 17290 HIGHLAND AVE APT 2B JAMAICA, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $10 | $103 | 0.01% |
| RONALD OLIANO3 | 9 LONDON CT NEWPORT, PA 18940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $31 | $101 | 0.01% |
| ERIC ALEXANDER NOVOA3 | 17871 SHADY VIEW DR UNIT 1503 CHINO HILLS, CA 91709 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $0 | $95 | 0.01% |
| GARY D DAVIS3 | 1 ARCTURUS DR SEWELL, NJ 08080 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $46 | $94 | 0.01% |
| EDUARDO TUCTO3 | 16 OCEAN PKWY BROOKLYN, NY 11218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $33 | $93 | 0.01% |
| UZIEL RIVERA3 | 1267 SILVER TORCH DR BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $0 | $92 | 0.01% |
| GRACE V NEAD3 | 1015 STATE PARK RD GREENVILLE, SC 29609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $0 | $86 | 0.01% |
| JOHN C KIRK3 | 18817 MCKAYS BEACH RD STE 106 LEONARDTOWN, MD 20650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | $0 | $82 | 0.01% |
| VALERIE MITCHUM-WILLIAMS3 | 4108 HUPA PL RANDALLSTOWN, MD 21133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | $0 | $77 | 0.01% |
| JENNIFER E LUBELSKY3 | 80 JOHN ST APT 11C NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $4 | $74 | 0.01% |
| DARLENE BLAASCH3 | 1758 RED CEDAR LN ROCK HILL, SC 29732 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | $0 | $72 | 0.01% |
| DEBORAH RUSH KIMMONS3 | 37291 BOSLEY ST INDIO, CA 92203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $25 | $71 | 0.01% |
| MCO PARTNERS LLC3 | 6 LATHROP AVE UNIT B MADISON, NC 07940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $0 | $63 | 0.00% |
| GREG W WOOLLEY3 | 15492 CLIFFVIEW DR MONTCLAIR, VA 22025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $22 | $62 | 0.00% |
| JOHN BETSON3 Filed as: JOHN R BETSON | 7802 NW 124TH TER PARKLAND, FL 33076 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $0 | $58 | 0.00% |
| BRANDY R BYERS3 | 9766 STONEHEARTH LN FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $0 | $57 | 0.00% |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $41 | $56 | 0.00% |
| BRYLIN EMPLOYEE BENEFITS LLC3 | 37 PONDVIEW DR ALLENTOWN, NJ 08501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 0.00% |
| GLADY R ROWAN3 | 202 W LOUISANA MCKINNEY, TX 75069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $11 | $49 | 0.00% |
| SALLY ELIZABETH PARKER3 | 121 I ST SW ARDMORE, OK 73401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $0 | $48 | 0.00% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: BRIAN S JOLLES | 5052 DORSEY HALL DR STE 203 ELLICOTT CITY, MD 21042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $0 | $47 | 0.00% |
| GOLD RIVER FINANCIAL GROUP LLC3 Filed as: GOLD RIVER FINANCIAL GROUP INC | 2807 GRATTON ST RIVERSIDE, CA 92504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $0 | $45 | 0.00% |
| AARON ROJO3 | 42990 PARK PL APT 1 PALM DESERT, CA 92260 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.00% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 402 W LOCKHART LN MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.00% |
| BRANDON MARCELLO CENTO3 | 13816 FERNLEAF WAY CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $3 | $40 | 0.00% |
| CHRISTOPHER ALAN DARWIN3 | 4512 LEEDS DR MCKINNEY, TX 75070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $1 | $38 | 0.00% |
| REGINA SCHMUTTE3 | 4999 HARTLAND PKWY LEXINGTON, KS 40515 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $24 | $36 | 0.00% |
| LORI LEE BUMP3 | 1583 W. BOSTON AVENUE FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $0 | $36 | 0.00% |
| ABRAMS MARKETING INC3 | 9538 W PICO BLVD LOS ANGELES, CA 90035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $1 | $36 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: KERWIN VAUGHN BROWN | 7329 N 11TH ST PHOENIX, AZ 85020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $15 | $34 | 0.00% |
| GROUP SUPPLEMENTAL BENEFITS INC3 | 39970 STACY CT MURRIETA, CA 92563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $15 | $29 | 0.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF MARYLAND LLC | DBA INSURANCE SOLUTIONS CENTREVILLE, MD 21617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $0 | $29 | 0.00% |
| STUART DUNKLE3 | 405 COUNTRY RD 3236 QUITMAN, TX 75783 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.00% |
| STACI MARIE FERRARIS3 | 28912 GLENROCK PL HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.00% |
| JON MALMBORG3 Filed as: JON CURTIS RICHERT | 35925 LEAH LN YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $11 | $25 | 0.00% |
| WILLIAM MARC ALVISO3 | 3553 TWOGOOD LN RIVERSIDE, CA 92501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $3 | $24 | 0.00% |
| DEMOLYNEUX CORPORATION3 | 173A FLOWER ST COSTA MESA, CA 92627 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.00% |
| JASON JONES3 | 23 PASTO RICO RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.00% |
| ROBERT BERNARD SCHMUTTE3 | 4999 HARTLAND PKWY LEXINGTON, KY 40515 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $8 | $20 | 0.00% |
| BARRY W MAAS3 | 1272 W. MORAGA RD FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $3 | $19 | 0.00% |
| DICE INSURANCE INC3 | 5219 CASENTINO CT MYRTLE BEACH, SC 29579 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.00% |
| TERRY J LENT3 | 1434 W WEATHERBY WAY CHANDLER, AA 85286 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.00% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.00% |
| TRACEY MATZ3 | 2036 MARDIC DR FOREST HILL, MD 21050 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.00% |
| THERESA NETTO PHILLIPS3 | 6219 S CLARA AVE FRESNO, CA 93706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $1 | $17 | 0.00% |
| SUSAN GOLD STOKES3 | 104 MISTY HOLLOW WAY HUNTSVILLE, AL 35806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.00% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LN MEDFORD, NY 11763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $3 | $15 | 0.00% |
| KEYSHA LATRICE GWIN3 | 1357 S STANLEY AVE LOS ANGELES, CA 90019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $2 | $15 | 0.00% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 72701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.00% |
| CASEY JAMES KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $10 | $13 | 0.00% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.00% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 46 IVY DR JERICHO, NC 11753 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $3 | $11 | 0.00% |
| SPENCER BARRETT3 Filed as: SPENCER M BROAD | 16 PANORAMA CT MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | PO BOX 255387 SACRAMENTO, CA 95865 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.00% |
| BRIAN ROBERT LLOYD3 | 3053 COPPERWOOD WAY EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $8 | $11 | 0.00% |
| YOLANDA TRISTANCHO-HELWIG3 | 315 W 39TH ST RM 303 NEW YORK, NY 10018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.00% |
| MICHAEL J PERRI3 | 775 ROUTE 70 E STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.00% |
| BOB BLAKE & ASSOCIATES INC3 | 444 W OCEAN BLVD SUITE 100 LONG BEACH, CA 90802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| JOSEPHINE EBALO BACCAY3 | 3812 AETNA SPRINGS WAY SACRAMENTO, CA 95834 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| EDWARD FRANCIS KLINGES3 | 10 BLACKBURN LANE HAVERFORD, PA 19041 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.00% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAKE, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 3171 PINERO CT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 316 CROCKER ST UNIT A TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| MCCAREY INC3 | 6320 GREENHAVEN DR CARLSBAD, CA 92009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| PAMELA KAY LONG3 | 200 S. LEXINGTON DR FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| MANUEL ENRIQUE SCHAAR3 | 182 MONTEBELLO ST CHULA VISTA, CA 91910 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| LISA A PERRI3 | 775 ROUTE 70 E STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| WILLIAM E GOOD3 | 545 TOM SAWYER RD DRIPPING SPRINGS, TX 78620 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| YOLO ENTERPRISE INC3 | 5460 E EL PRAQUE ST LONG BEACH, CA 90815 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| LISA ANN MCLAUGHLIN3 | 30310 HORSETHIEF DR TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST IN | PO BOX 905494 CHARLOTTE, NC 28290 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| RONNY ANN WARNER3 | 470 E WHITBECK ST KUNA, ID 83634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| ANAHI RIES3 | 250 PACIFIC AVE APT 423 LONG BEACH, CA 90802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| HELEN DIZ-HATTON3 | 4 PALMER LN ENGLISHTOWN, NJ 07726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| C & L REED ASSOCIATES LLC3 Filed as: C&L REED ASSOCIATES LLC | 2911 GLENARDEN DR CHARLESTON, SC 29414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| RAYMOND KWOCKMAN GONG3 | 1907 COLUMBIA ST APT 501 SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| DARRYL W VIDOR3 | 3314 EUROPA ST ROSEVILLE, CA 95661 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| M B ELLISON INC3 | 834 E 4TH STREET LONG BEACH, CA 90802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MARIA JOHNSON3 | 33672 BLUE LANTERN ST UNIT 5 DANA POINT, CA 92629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| EVA MARGARETA COLLIN3 | 6447 HAINES RD N ST PETERSBURG, FL 33702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ONE SOURCE ADVISORS INC3 Filed as: ONE SOURCE ADVISORS LLC | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| USI INSURANCE SERVICES LLC3 | P.O. BOX 62939 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $77K | $0 | $77K | 7.11% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | PO BOX 62889 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $10K | $10K | 0.92% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | P.O. BOX 62939 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $76K | $0 | $76K | 7.13% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | PO BOX 62889 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $12K | $12K | 1.09% |
| USI INSURANCE SERVICES LLC3 | P.O. BOX 62939 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $51K | $0 | $51K | 6.98% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | PO BOX 62889 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $7K | $7K | 0.96% |
| USI INSURANCE SERVICES LLC3 | P.O. BOX 66119 VIRGINIA BEACH, VA 23466 | VISION SERVICE PLAN | $6K | $0 | $6K | 1.22% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 10940 WHITE ROCK ROAD RANCHO CORDOVA, CA 95670 | DELTA DENTAL OF CALIFORNIA | $17K | $0 | $17K | 7.00% |
| STEVE BAKER4 | 153 ESTHER DRIVE COCOA BEACH, FL 32931 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $12K | $0 | $12K | 20.80% |
| USI INSURANCE SERVICES LLC4 | 10940 WHITE ROCK RD FL 2 RANCHO CUCAMONGA, CA 95670 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $894 | $0 | $894 | 1.50% |
| LAWTON BENEFITS GROUP LLC4 | 526 164TH AVE SOMERSET, WI 54025 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $854 | $0 | $854 | 1.43% |
| USI INSURANCE SERVICES LLC4 | PO BOX 62817 VIRGINIA, VA 23466 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $475 | $0 | $475 | 0.80% |
| MGW SERVICES LLC4 Filed as: MGW SERVICES LLC DBA MGW INS SERV | 26060 ACERO MISSION VIEJO, CA 92691 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $445 | $0 | $445 | 0.75% |
| MGW SERVICES LLC3 | 26060 ACERO MISSION VIEJO, CA 92691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $544 | $11 | $555 | 5.70% |
| CONSUMER DRIVEN BENEFITS LLC3 | 1301 DOVE ST STE 340 NEWPORT BEACH, CA 92660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $9 | $117 | 1.20% |
| JOSEPH RUBINO3 Filed as: JOSEPH THOMAS RUBINO | 2490 GROSSMONT COLLEGE DR EL CAJON, CA 92020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $0 | $92 | 0.94% |
| RAMONA MARGARET DALY3 | 2877 CALLE HERALDO SAN CLEMENTE, CA 92673 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $0 | $65 | 0.67% |
| CHARLENE ALPAY3 | 606 W 116TH ST NEW YORK, NY 10027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $2 | $61 | 0.63% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LN PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $7 | $59 | 0.61% |
| TINA HERNANDEZ3 | 11779 W COCOPAH ST AVONDALE, AZ 85323 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $1 | $33 | 0.34% |
| CONCIERGE BENEFITS & INSURANCE SERV3 | 925 N VULCAN AVE APT 106 ENCINITAS, CA 92024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.23% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $1 | $11 | 0.11% |
| MICHELLE DARTEE3 | PO BOX 274 SPARTA, NJ 07871 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $1 | $10 | 0.10% |
| J&H FINANCIAL AND INSURANCE SVC LLC3 | 22948 VIA CEREZA UNIT 4E MISSION VIEJO, CA 92691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.10% |
| SHANIKA M. FISKE3 Filed as: SHANIKA M FISKE | 21552 MORESBY WAY LAKE FOREST, CA 92630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.04% |
| MARIA YVONNE RODIGHIERO3 | 28502 SHRIKE DR LAGUNA NIGUEL, CA 92677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.02% |
| JOSEPHINE EBALO BACCAY3 | 3812 AETNA SPRINGS WAY SACRAMENTO, CA 95834 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
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 | 7,943 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 50 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,993 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL PLAN OF CALIFORNIA | 7,273 | $2.7M |
| Vision | VISION SERVICE PLAN | 4,496 | $525K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 7,815 | $2.4M |
| Short-term disability(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 4,118 | $2.5M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 6,765 | $727K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1,018 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,815 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.