| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBIN L PIPER3 | 12520 HIGH BLUFF DRIVE SUITE 240 SAN DIEGO, CA 92130 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $61K | $0 | $61K | 3.84% |
| USI INSURANCE SERVICES LLC3 | P.O. BOX 62939 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $30K | $30K | 1.90% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | PO BOX 62889 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | $0 | $26K | 1.67% |
| ROBYN L PIPER3 | 12520 HIGH BLUFF DRIVE SUITE 240 SAN DIEGO, CA 92130 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $57K | $0 | $57K | 3.76% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | P.O. BOX 62889 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $39K | $39K | 2.57% |
| USI INSURANCE SERVICES LLC3 | P.O. BOX 62939 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $27K | $0 | $27K | 1.76% |
| MGW SERVICES LLC3 | 26060 ACERO MISSION VIEJO, CA 92691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84K | $3K | $87K | 6.52% |
| CONSUMER DRIVEN BENEFITS LLC3 | 1301 DOVE ST STE 340 NEWPORT BEACH, CA 92660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $7K | $19K | 1.40% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LANE PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $3K | $13K | 1.00% |
| CONCIERGE BENEFITS & INSURANCE SERV3 | 3535 LINDA VISTA DR SAN MARCOS, CA 92078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $164 | $13K | 0.96% |
| TINA HERNANDEZ3 | 11779 W COCOPAH ST AVONDALE, AZ 85323 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $396 | $6K | 0.42% |
| PAMELA GREGG3 | 15001 SAINT THOMAS CHURCH RD UPPER MARLBORO, MD 20772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $516 | $4K | 0.28% |
| RAMONA MARGARET DALY3 | 2877 CALLE HERALDO SAN CLEMENTE, CA 92673 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 0.28% |
| KAREN LINDER-STAUBS3 | 2510 PROCTOR LANE BALTIMORE, MD 21234 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $419 | $3K | 0.26% |
| CHARLENE ALPAY3 | 606 W. 116TH ST NEW YORK, NY 10027 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $119 | $3K | 0.22% |
| ZACHARY DANIEL FRAGER3 | 2251 BOLINAS ST SAN DIEGO, CA 92107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $42 | $2K | 0.15% |
| MICHAEL URBAN3 | 3091 ACACIA ST WILMINGTON, DE 19804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $51 | $2K | 0.15% |
| MARK E WERNER II3 | 4423 WYNN RD BALTIMORE, MD 21236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $133 | $2K | 0.12% |
| 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 | $1K | $0 | $1K | 0.11% |
| ASHLEY TENNILLE RICHARDSON3 | 5665 WILSHIRE BLVD LOS ANGELES, CA 90036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $318 | $1K | 0.10% |
| ROSE VILLALON PASQUEL3 | 552 E. CARSON ST #104-412 CARSON, CA 90745 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $58 | $1K | 0.10% |
| PATRICK LEE CARMICHAEL3 | 5713 PEMBROKE AVE BAKERSFIELD, CA 93308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.10% |
| JENNIFER GROOT3 | 931 W. MARSHALL BLVD SAN BERNARDINO, CA 92405 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $93 | $1K | 0.09% |
| ROBIN L PIPER3 Filed as: ROBIN LEIGH PIPER | 2300 W. SAHARA AVE STE 800 LAS VEGAS, NV 89102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $917 | $0 | $917 | 0.07% |
| MULLANEY ENTERPRISES LLC3 | 5501 TWIN KNOLLS RD STE 106 COLUMBIA, MD 21045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $585 | $295 | $880 | 0.07% |
| KRISTINA-MARIE KARINA HARTLEY3 | 2112 RED SAGE IRVINE, CA 92618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $785 | $0 | $785 | 0.06% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $727 | $50 | $777 | 0.06% |
| ANN MARIE BENT3 | 7551 ORCHID HAMMOCK DR WEST PALM BEACH, FL 33412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $753 | $0 | $753 | 0.06% |
| JOSEPH RUBINO3 Filed as: JOSEPH THOMAS RUBINO | 2490 GROSSMONT COLLEGE DR EL CAJON, CA 92020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $739 | $8 | $747 | 0.06% |
| MICHAEL CONSTANTINO3 | 901 STUYVESANT AVE APT 107 UNION, NJ 07083 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $347 | $378 | $725 | 0.05% |
| LYSA MILLAR AYRES3 | 432 HUGO ST SAN FRANCISCO, CA 94122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $668 | $36 | $704 | 0.05% |
| SHANIKA M. FISKE3 Filed as: SHANIKA M FISKE | 21552 MORESBY WAY LAKE FOREST, CA 92630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $639 | $0 | $639 | 0.05% |
| MARIA YVONNE RODIGHIERO3 | 28502 SHRIKE DR LAGUNA NIGUEL, CA 92677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $0 | $561 | 0.04% |
| JENNIFER E LUBELSKY3 | 80 JOHN ST #11C NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $482 | $65 | $547 | 0.04% |
| DONNA ROSS SMITH3 Filed as: DONNA MARIE WARREN | 3851 N 28TH ST APT 229 PHOENIX, AZ 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $539 | $8 | $547 | 0.04% |
| RACHAEL DARLENE DUBE3 | 9 FRANCES BARBER DR HOPE VALLEY, RI 02832 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $387 | $0 | $387 | 0.03% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HORWITZ | 2610 ALCOTT ST CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $345 | $32 | $377 | 0.03% |
| R & B ENROLLMENT SERVICES INC3 Filed as: R&B ENROLLMENT SERVICES INC | PO BOX 3216 CRESTLINE, CA 92325 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $368 | $0 | $368 | 0.03% |
| MONICA RAPINI3 | 51 SCOOTER CIR HAMBURG, NY 14075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $235 | $131 | $366 | 0.03% |
| NICHOLAS CUSMANO3 | 79 PORT HERMAN RD CHESAPEAKE CY, MD 21905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $362 | $0 | $362 | 0.03% |
| VONDA KAY PERALEZ3 | 6409 RIO DE JANEIRO AVE BAKERSFIELD, CA 93313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $350 | $0 | $350 | 0.03% |
| ROTH VOLUNTARY BENEFIT SERVICES INC3 | 9 DEARBORN LN BEAR, DE 19701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $304 | $42 | $346 | 0.03% |
| DOUGLAS A D'ASCOLI3 | 357 CLAMSHELL CIR SELBYVILLE, DE 19975 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $337 | $0 | $337 | 0.03% |
| INTEGRITY ASSOCIATES INS. SERVICES3 Filed as: INTEGRITY INSURANCE INC | 224 RED TAILED HAWK LANE MIDDLETOWN, DE 19709 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $330 | $0 | $330 | 0.02% |
| CECILE DENISE SANZO3 Filed as: CECILE DENIS SANZO | 3800 BRADFORD ST LA VERNE, CA 91750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $329 | $0 | $329 | 0.02% |
| WENDY SUE GERSHOW3 | 3217 STAR AVE OAKLAND, CA 94619 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $316 | $4 | $320 | 0.02% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COLNETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $288 | $0 | $288 | 0.02% |
| BARBARA ELLEN SMITH3 | 4040 PIEDMONT DR SPC 228 HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $284 | $0 | $284 | 0.02% |
| LORI ROBIN NISHIMORI3 | 9204 HOXIE CT BAKERSFIELD, CA 93311 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $241 | $39 | $280 | 0.02% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND DR OCEAN VIEW, DE 19970 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $273 | $0 | $273 | 0.02% |
| EMLYN MARSTELLER IV3 | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $260 | $12 | $272 | 0.02% |
| AMERICA D ESPINOSA3 | 687 HELEN DR UNIT 2 OCEANSIDE, CA 92057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $257 | $2 | $259 | 0.02% |
| JEANENE MOTSCO3 | 15612 LINDEN GROVE LN WOODBINE, MD 21797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $171 | $32 | $203 | 0.02% |
| JEFFREY MOTSCO3 | 15612 LINDEN GROVE LN WOODBINE, MD 21797 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $172 | $22 | $194 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | PO BOX 255387 SACRAMENTO, CA 95865 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | $0 | $192 | 0.01% |
| COLLEEN A VOGAN3 | 241 TWENG TRAIL LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $178 | $0 | $178 | 0.01% |
| AARON ROJO3 | 42990 PARK PL APT 1 PALM DESERT, CA 92260 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $44 | $169 | 0.01% |
| GRAND GUILLORY3 | 5116 FURLONG WAY ANTIOCH, CA 94531 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113 | $40 | $153 | 0.01% |
| JAN HEJRET3 | 644 N 17TH ST SAN JOSE, CA 95112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $94 | $145 | 0.01% |
| HAD LI ENTERPRISES INCORPORATED3 Filed as: HAD II ENTERPRISES INC | 11432 SOUTH ST PMB 303 CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | $62 | $139 | 0.01% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LN SAN BERNARDINO, CA 92410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $124 | $12 | $136 | 0.01% |
| KENNETH D WONG3 | PO BOX 11810 MARINA DEL REY, CA 90285 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $128 | $0 | $128 | 0.01% |
| MAIRA MAGALI ORTIZ3 | 43642 35TH ST E LANCASTER, CA 93535 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $7 | $126 | 0.01% |
| GREG W WOOLLEY3 | 15492 CLIFFVIEW DR MONTCLAIR, VA 22025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | $35 | $120 | 0.01% |
| TANYA WISHARD3 | P.O. BOX 307 CODORUS, PA 17311 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | $0 | $116 | 0.01% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | $38 | $114 | 0.01% |
| JON MALMBORG3 Filed as: JON CURTIS RICHERT | 35925 LEAH LN YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | $35 | $114 | 0.01% |
| GROUP SUPPLEMENTAL BENEFITS INC3 | 39970 STACY CT MURRIETA, CA 92563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | $33 | $112 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: KERWIN VAUGHN BROWN | 7329 N 11TH ST PHOENIX, AZ 85020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $27 | $110 | 0.01% |
| LUIS ERNESTO PEREZ3 Filed as: LUIS PEREZ BENEFIT INSURANCE SOLUTI | 861 KENWOOD ST UPLAND, CA 91784 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $0 | $108 | 0.01% |
| JAMES STEVEN POWELL3 | 3811 OLMSTED AVE LOS ANGELES, CA 90008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | $29 | $106 | 0.01% |
| MCCAREY INC3 | 6320 GREENHAVEN DR CARLSBAD, CA 92009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | $0 | $102 | 0.01% |
| GUSTAVO TODE3 | 20607 DUCK POND PL GERMANTOWN, MD 20874 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | $3 | $99 | 0.01% |
| SAMAR BREIK ALBIN3 | 41572 VALOR DR MURRIETA, CA 92562 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $77 | $21 | $98 | 0.01% |
| MANDEEP TEJA3 | 1548 SAINT FRANCIS DR SAN JOSE, CA 95125 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $38 | $89 | 0.01% |
| GCG FINANCIAL LLC3 Filed as: TERRANCE HUGH DICKERSON | 1916 ORANGE TREE LANE STE 450 REDLANDS, CA 92374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | $0 | $85 | 0.01% |
| ARTHUR JOSEPH LIGGIO3 | 135 AVOCET LANE WEST DEPTFORD, NJ 08086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $0 | $80 | 0.01% |
| UZIEL RIVERA3 | 1267 SILVER TORCH DR BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $0 | $78 | 0.01% |
| JOHN C KIRK3 | 18817 MCKAYS BEACH RD LEONARDTOWN, MD 20650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | $0 | $76 | 0.01% |
| ERIC ALEXANDER NOVOA3 | 17871 SHADY VIEW DR UNIT 1503 CHINO HILLS, CA 91709 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $0 | $62 | 0.00% |
| SUSAN GOLD STOKES3 | 104 MISTY HOLLOW WAY HUNTSVILLE, AL 35806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $0 | $61 | 0.00% |
| VALERIE MITCHUM-WILLIAMS3 | 4108 HUPA PL RANDALLSTOWN, MD 21133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $0 | $58 | 0.00% |
| GRACE V NEAD3 | 1015 STATE PARK RD GREENVILLE, SC 29609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $0 | $56 | 0.00% |
| LISA ANN MCLAUGHLIN3 | 30310 HORSETHIEF DR TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $0 | $54 | 0.00% |
| CHRISTOPHER HAGER3 Filed as: CHRISTOPHER ALLAN | 19920 WINDWOOD CIR RIVERSIDE, CA 92508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $0 | $54 | 0.00% |
| BRANDY R BYERS3 | 1119 ALASKA DR FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $0 | $52 | 0.00% |
| CELIFLORA THOMPSON3 | 4454 TERRA CORVO CT MERCED, CA 95348 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $0 | $52 | 0.00% |
| MICHELLE DARTEE3 | PO BOX 274 SPARTA, NJ 07871 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 0.00% |
| GURDEEP K. SOKHEY3 Filed as: GURDEEP K SOKHEY | 1837 STUYVESANT AVE EAST MEADOW, NY 11554 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $7 | $50 | 0.00% |
| KIMBERLY FERGUSON3 | 168 RIDGEWOOD DR OAKLAND, MD 21550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $0 | $48 | 0.00% |
| RONNY ANN WARNER3 | 470 E. WHITBECK ST KUNA, ID 83634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $0 | $48 | 0.00% |
| CLARICE R MIMS3 | 133 HILLCREST DR MARLBORO, NY 12542 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $2 | $44 | 0.00% |
| SALLY ELIZABETH PARKER3 | 121 I ST SW ARDMORE, OK 73401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.00% |
| JOHN BETSON3 Filed as: JOHN R BETSON | 1965 PARK PLACE BOCA RATON, FL 33486 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.00% |
| GOLD RIVER FINANCIAL GROUP LLC3 | 2807 GRATTON ST RIVERSIDE, CA 92504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.00% |
| NANCY K BLOCKER3 Filed as: NANCY K MACKEY BLOCKER | 1919 E 35TH PL TULSA, OK 74105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $0 | $40 | 0.00% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES MURPHY AND ASSOCIATES LLC | PO BOX 441 DES MOINES, IA 50302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.00% |
| RONALD OLIANO3 | 9 LONDON CT NEWTOWN, PA 18940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $0 | $37 | 0.00% |
| BRYLIN EMPLOYEE BENEFITS LLC3 | 37 PONDVIEW DT ALLENTOWN, NJ 08501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $0 | $36 | 0.00% |
| MARIA RUBY QUINTANA3 | 17800 COLIMA RD APT 734 ROWLAND HEIGHTS, CA 91748 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.00% |
| TRACEY MATZ3 | 2036 MARDIC DR FOREST HILL, MD 21050 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $1 | $33 | 0.00% |
| EDUARDO TUCTO3 | 16 OCEAN PKWY BROOKLYN, NY 11218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $5 | $29 | 0.00% |
| REGINA SCHMUTTE3 | 4999 HARTLAND PKWY LEXINGTON, KY 40510 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $13 | $29 | 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 | $27 | $0 | $27 | 0.00% |
| WILLIAM MARC ALVISO3 | 3553 TWOGOOD LANE RIVERSIDE, CA 92501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $2 | $27 | 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 | $27 | $0 | $27 | 0.00% |
| STUART DUNKLE3 | 405 COUNTY ROAD 3236 QUITMAN, TX 75783 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $0 | $26 | 0.00% |
| DICE INSURANCE INC3 | 5219 CASENTINO CT MYRTLE BEACH, SC 29579 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.00% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE ST LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $0 | $24 | 0.00% |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $17 | $23 | 0.00% |
| LORI LAINE3 | 34676 CONADRIA AVE YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $15 | $23 | 0.00% |
| WILLIAM RYAN KELLY3 | 515 CERRITOS WAY CATHEDRAL CITY, CA 92234 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $15 | $23 | 0.00% |
| LILIANA RIVERA3 | 1267 SILVER TORCH DR BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.00% |
| ROBERT BERNARD SCHMUTTE3 | 4999 HARTLAND PKWY LEXINGTON, KY 40515 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $5 | $21 | 0.00% |
| COMPASS BENEFITS & INSURANCE SERVIC3 Filed as: COMPASS BENEFITS & INSURANCE SERV | 5027 DYNASTY WAY SACRAMENTO, CA 95835 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.00% |
| MARIA VERONICA JARQUE3 | 4744 N PAULINA ST APT 1E CHICAGO, IL 60640 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.00% |
| BRANDON MARCELLO CENTO3 | 13816 FERNLEAF WAY CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $1 | $16 | 0.00% |
| DUANE A ADAMS3 Filed as: DUANE ANDREW FRY | 3707 ANITA AVE PASADENA, CA 91107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.00% |
| DEBORAH RUSH KIMMONS3 | 37291 BOSLEY ST INDIO, CA 92203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.00% |
| KEYSHA LATRICE GWIN3 | 1357 S. STANLEY AVE LOS ANGELES, CA 90019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $1 | $14 | 0.00% |
| ZACHARY A FOWL3 | 10 BRENDA ST PORT DEPOSIT, MD 21904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.00% |
| LAURA RUNYEON3 | 981 QUARRY ST PETALUMA, CA 94954 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $2 | $12 | 0.00% |
| MARKS BENEFIT MANAGEMENT LLC3 | 3847 E SPYGLASS HILL DR FAYETTEVILLE, AR 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.00% |
| MCO PARTNERS LLC3 | 315 W 39TH ST #303 NEW YORK, NY 10018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.00% |
| STACI MARIE FERRARIS3 | 28912 GLENROCK PL HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.00% |
| SPENCER BARRETT3 Filed as: SPENCER M BROAD | 16 PANORAMA CT MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| ABRAMS MARKETING INC3 Filed as: ABRAMS MARKETING | 9538 W PICO BLVD STE 204 LOS ANGELES, CA 90035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| BOB BLAKE & ASSOCIATES INC3 | 861 KENWOOD ST LONG BEACH, CA 90802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| EUGENIA JENKS-WHITSITT3 Filed as: EUGENIA ANNE JENKS-WHITSITT | 1023 W ELM AVE ENID, OK 73703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.00% |
| ROCHELLE DIANE KELLY-PERRY THOMAS3 | 46 IVY DR JERICO, NY 11753 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.00% |
| CHARLES W HOLZMAN3 | 6509 RIMROCK LN NEW MARKET, MD 21774 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| DAVID EVANS3 | 2711 YORK CT SOUTHLAND, TX 76092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| CHARLOTTE MARTINEZ3 Filed as: CHARLOTTE ANNE MARTINEZ | 37043 BANKSIDE DR APT 3 CATHEDRAL CITY, CA 92234 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| DARIN WHITSITT3 Filed as: DARIN SCOTT WHITSITT | 1023 W ELM AVE ENID, OK 73703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.00% |
| YOLO ENTERPRISE INC3 | 5460 E EL PRAQUE ST LONG BEACH, CA 90815 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| HOLLERN & ASSOCIATES INCORPORATED3 Filed as: HOLLERN & ASSOCIATES INC | 3171 PINERO CT SPARKS, NV 89436 | 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% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST LN | PO BOX 905494 CHARLOTTE, NC 28290 | 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 | 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% |
| MANUEL ENRIQUE SCHAAR3 | 182 MONTEBELLO ST CHULA VISTA, CA 91910 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| YOLANDA TRISTANCHO-HELWIG3 | 315 W 39TH ST ROOM 303 NEW YORK, NY 10018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MICHAEL J PERRI3 | 775 ROUTE 70 E STE F100 MALTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| LISA A PERRI3 | 775 ROUTE 70 E STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| WILLIAM E GOOD3 | 545 TOM SAWYER RD DRIPPING SPRINGS, TX 78620 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 402 W LOCKHART LANE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| M B ELLISON INC3 | 834 E 4TH ST 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 | 5447 HAINES RD N #316 ST PETERSBURG, FL 33714 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| ROBYN L PIPER3 | 12520 HIGH BLUFF DRIVE SUITE 240 SAN DIEGO, CA 92130 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $41K | $0 | $41K | 3.79% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | PO BOX 62889 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $27K | $27K | 2.52% |
| USI INSURANCE SERVICES LLC3 | P.O. BOX 62939 VIRGINIA BEACH, VA 23466 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $18K | $0 | $18K | 1.72% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SERVICES | P.O. BOX 743171 LOS ANGELES, CA 900743171 | VISION SERVICE PLAN | $3K | $0 | $3K | 0.56% |
| USI INSURANCE SERVICES LLC3 | P.O. BOX 66119 VIRGINIA BEACH, VA 23466 | VISION SERVICE PLAN | $2K | $0 | $2K | 0.37% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SERVICES | P.O. BOX 743171 LOS ANGELES, CA 900743171 | VISION SERVICE PLAN | $1K | $0 | $1K | 0.26% |
| MGW SERVICES LLC3 | 26060 ACERO MISSION VIEJO, CA 92691 | THE PAUL REVERE LIFE INSURANCE COMPANY | $27K | $785 | $27K | 9.14% |
| CHARLENE ALPAY3 | 606 W. 116TH ST NEW YORK, NY 10027 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | $0 | $4K | 1.45% |
| GURDEEP K. SOKHEY3 Filed as: GURDEEP K SOKHEY | 1837 STUYVESANT AVE EAST MEADOW, NY 11554 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | $261 | $4K | 1.27% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LANE PLACERVILLE, CA 95667 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3K | $0 | $3K | 1.12% |
| CONCIERGE BENEFITS & INSURANCE SERV3 | 3535 LINDA VISTA DR SAN MARCOS, CA 92078 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3K | $40 | $3K | 0.87% |
| CONSUMER DRIVEN BENEFITS LLC3 | 1301 DOVE ST STE 340 NEWPORT BEACH, CA 92660 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.81% |
| JODY SHERMAN3 | 109 DRIFTWOOD LANE ROCHESTER, NY 14617 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.54% |
| TINA HERNANDEZ3 | 11779 W COCOPAH ST AVONDALE, AZ 85323 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.50% |
| WALTER THOMAS BONILLA3 | 9 LONGLEAF LANE MEDFORD, NY 11763 | THE PAUL REVERE LIFE INSURANCE COMPANY | $624 | $735 | $1K | 0.45% |
| MICHELE CONSTANTINO3 | 901 STUYVESANT AVE APT 107 UNION, NJ 07083 | THE PAUL REVERE LIFE INSURANCE COMPANY | $438 | $911 | $1K | 0.45% |
| JENNIFER E LUBELSKY3 | 80 JOHN ST #11C NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $680 | $58 | $738 | 0.25% |
| KEVIN MURPHY3 Filed as: KEVIN BROOKS | 97 ROCKLAND LANE SPRING VALLEY, NY 10977 | THE PAUL REVERE LIFE INSURANCE COMPANY | $404 | $51 | $455 | 0.15% |
| RAMONA MARGARET DALY3 | 2877 CALLE HERALDO SAN CLEMENTE, CA 92673 | THE PAUL REVERE LIFE INSURANCE COMPANY | $414 | $0 | $414 | 0.14% |
| PAMELA SUSAN LEVY3 | 150 50TH AVE LONG ISLAND, NY 11101 | THE PAUL REVERE LIFE INSURANCE COMPANY | $256 | $51 | $307 | 0.10% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GEORGE JOSEPH FAETH | 426 ROYCROFT BLVD BUFFALO, NY 14226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $261 | $0 | $261 | 0.09% |
| MONICA RAPINI3 | 51 SCOOTER CIR HAMBURG, NY 14075 | THE PAUL REVERE LIFE INSURANCE COMPANY | $186 | $55 | $241 | 0.08% |
| STEPHEN ANTHONY BARTLEY3 | PO BOX 280150 QUEENS VILLAGE, NY 11428 | THE PAUL REVERE LIFE INSURANCE COMPANY | $202 | $0 | $202 | 0.07% |
| MISTY L PHELAN3 | 3247 SCOTIA ST PORT CHARLOTTE, FL 33952 | THE PAUL REVERE LIFE INSURANCE COMPANY | $180 | $0 | $180 | 0.06% |
| SHANIKA M. FISKE3 Filed as: SHANIKA M FISKE | 21552 MORESBY WAY LAKE FOREST, CA 92630 | THE PAUL REVERE LIFE INSURANCE COMPANY | $143 | $0 | $143 | 0.05% |
| J&H FINANCIAL AND INSURANCE SVC LLC3 Filed as: J&H FINANCIAL & INSURANCE SVC LLC | 22948 VIA CEREZA UNIT 4E MISSION VIEJO, CA 92691 | THE PAUL REVERE LIFE INSURANCE COMPANY | $131 | $0 | $131 | 0.04% |
| FISHER AGENCY INC3 | 267 WOOD RD ROCHESTER, NY 14626 | THE PAUL REVERE LIFE INSURANCE COMPANY | $123 | $0 | $123 | 0.04% |
| FOUR POINTS INC3 | 8049 BARONY WOODS PITTSFORD, NY 14534 | THE PAUL REVERE LIFE INSURANCE COMPANY | $123 | $0 | $123 | 0.04% |
| MICHELLE DARTEE3 | PO BOX 274 SPARTA, NJ 07871 | THE PAUL REVERE LIFE INSURANCE COMPANY | $70 | $0 | $70 | 0.02% |
| KIMANI MATTHEW3 | 52 CANTON RD WEST SIMSBURY, CT 06092 | THE PAUL REVERE LIFE INSURANCE COMPANY | $66 | $0 | $66 | 0.02% |
| SOTERIA PARTNERS LLC3 | 550 W 29TH ST APT 3A NEW YORK, NY 10001 | THE PAUL REVERE LIFE INSURANCE COMPANY | $52 | $1 | $53 | 0.02% |
| STEPHEN JOSEPH JOYCE3 | 33 GATES CIR APT 2D BUFFALO, NY 14209 | THE PAUL REVERE LIFE INSURANCE COMPANY | $39 | $12 | $51 | 0.02% |
| MCO PARTNERS LLC3 | 315 W 39TH ST #303 NEW YORK, NY 10018 | THE PAUL REVERE LIFE INSURANCE COMPANY | $38 | $13 | $51 | 0.02% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT ST CARMEL, IN 46032 | THE PAUL REVERE LIFE INSURANCE COMPANY | $42 | $0 | $42 | 0.01% |
| REGINA SCHMUTTE3 | 4999 HARTLAND PKWY LEXINGTON, KY 40515 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | $24 | $35 | 0.01% |
| DONALD H MATSON3 | 8 ROSEWOOD DR AUBURN, NY 13021 | THE PAUL REVERE LIFE INSURANCE COMPANY | $22 | $0 | $22 | 0.01% |
| ROBERT BERNARD SCHMUTTE3 | 4999 HARTLAND PKWY LEXINGTON, KY 40515 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | $9 | $20 | 0.01% |
| MICHAEL GEOFFREY VASQUEZ3 | 451 EMERSON DR APT 8 AMHERST, NY 14226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $15 | $0 | $15 | 0.00% |
| BMB BENEFITS GROUP INC3 | 334 GRAY ST HERKIMER, NY 13350 | THE PAUL REVERE LIFE INSURANCE COMPANY | $13 | $0 | $13 | 0.00% |
| EMLYN MARSTELLER IV3 Filed as: EMLYN MARSTELLAR LV | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | $0 | $11 | 0.00% |
| MAXHANNAH LLC3 | 686 E 23RD ST APT A3 BRONX, NY 10466 | THE PAUL REVERE LIFE INSURANCE COMPANY | $11 | $0 | $11 | 0.00% |
| MARY-JOYCE LICATA3 | 24 CORIANDER LN NORTH KINGSTOWN, RI 02852 | THE PAUL REVERE LIFE INSURANCE COMPANY | $9 | $0 | $9 | 0.00% |
| DEIRDRE B HOEHN3 | 30885 FRESH POND DR OCEAN VIEW, DE 19970 | THE PAUL REVERE LIFE INSURANCE COMPANY | $9 | $0 | $9 | 0.00% |
| GREG W WOOLLEY3 | 15492 CLIFFVIEW DR MONTCLAIR, VA 22025 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| MULLANEY ENTERPRISES LLC3 Filed as: MULLANEY ENTERPRISES | 5501 TWIN KNOLLS RD STE 106 COLUMBIA, MD 21045 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | P.O. BOX 743171 LOS ANGELES, CA 90074 | DELTA DENTAL OF CALIFORNIA | $16K | $0 | $16K | 5.86% |
| PIPER JORDAN HEALTH & BENEFITS3 | P.O. BOX 745025 LOS ANGELES, CA 99074 | DELTA DENTAL OF CALIFORNIA | $2K | $0 | $2K | 0.58% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 10940 WHITE ROCK ROAD RANCHO CORDOVA, CA 95670 | DELTA DENTAL OF CALIFORNIA | $1K | $0 | $1K | 0.56% |
| STEVE BAKER4 | 153 ESTHER DRIVE COCOA BEACH, FL 32931 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $18K | $0 | $18K | 23.48% |
| USI INSURANCE SERVICES LLC4 | PO BOX 62817 VIRGINIA, VA 23466 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $1K | $0 | $1K | 1.55% |
| USI INSURANCE SERVICES LLC4 | 10940 WHITE ROCK RD FL 2 RANCHO CUCAMONGA, CA 95670 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $539 | $0 | $539 | 0.71% |
| MGW SERVICES LLC4 Filed as: MGW SERVICES LLC DBA MGW INS SERV | 24301 MUIRLANDS BLVD SUITE V330 LAKE FOREST, CA 92630 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $330 | $0 | $330 | 0.43% |
| LAWTON BENEFITS GROUP LLC4 | 526 164TH AVE SOMERSET, WI 54025 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $103 | $0 | $103 | 0.13% |
| LOIS A. THRELKELD4 Filed as: LOIS A THRELKELD | 10736 JEFFERSON BLVD #798 CULVER CITY, CA 90230 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $29 | $0 | $29 | 0.04% |
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 | 10,987 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 45 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,032 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF CALIFORNIA | 1,685 | $265K |
| Vision | VISION SERVICE PLAN | 4,829 | $581K |
| Life insurance(3 contracts, 3 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 8,461 | $3.2M |
| Short-term disability(3 contracts, 3 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,687 | $3.2M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 7,570 | $1.1M |
| Other(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1,025 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,461 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.