| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $2.9M | 30.5% | |
| Other | $2.3M | 23.9% | |
| Life | $2.1M | 22.0% | |
| Long-term disability | $1.4M | 14.4% | |
| Dental | $771K | 8.0% | |
| Vision | $111K | 1.2% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $2.2M | 56.3% | 1 | 3 | 3,650 |
EIN 221896118 | D | $771K | 19.8% | 1 | 1 | 1,360 |
EIN 570144607 | LSTDOth | $647K | 16.6% | 1 | 1 | 619 |
EIN 135581829 | V | $111K | 2.9% | 1 | 1 | 1,252 |
EIN 041590994 | LSTDOth | $89K | 2.3% | 1 | 1 | 75 |
EIN 731016728 | Oth | $83K | 2.1% | 1 | 1 | 471 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PHILIP LIAN | PRINCETON, NJ | SUN LIFE ASSURANCE COMPANY OF CANADA, THE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, SUN LIFE AND HEALTH INSURANCE COMPANY (US), METROPOLITAN LIFE INSURANCE COMPANY | $236K | $0 | $236K | 49.3% | 1 |
| ANDREW SILBERT | PARSIPPANY, NJ | THE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44K | $10K | $54K | 11.2% | 1 |
| KATCHEN FINANCIAL GROUP | BRIDGEWATER, NJ | SUN LIFE ASSURANCE COMPANY OF CANADA, SUN LIFE AND HEALTH INSURANCE COMPANY (US) | $42K | $0 | $42K | 8.8% | 1 |
| VARIOUS - SEE ATTACHED | — | THE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34K | $6K | $40K | 8.3% | 1 |
| PHILLIP E LIAN | PRINCETON, NJ | DELTA DENTAL OF NJ, INC | $38K | $0 | $38K | 8.0% | 1 |
| MITCHELL KATCHEN | BRIDGEWATER, NJ | THE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29K | $0 | $29K | 6.1% | 1 |
| WENDY MADONNA | SCHWENKSVILLE, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $223 | $12K | 2.5% | 1 |
| DAVID SPANGLER JR. | QUARRYVILLE, PA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $9K | $0 | $9K | 1.8% | 1 |
| GARY D DAVIS | SEWELL, NJ | THE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $3K | $9K | 1.8% | 1 |
| IRA EDENBAUM | BRADENTON, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 1.1% | 1 |
| AIKEN ENTERPRISES LLC | HUDSON, NJ | THE PAUL REVERE LIFE INSURANCE COMPANY | $3K | $495 | $4K | 0.8% | 1 |
| PAMELA SUSAN LEVY | LONG ISLAND CITY, NY | THE PAUL REVERE LIFE INSURANCE COMPANY | $623 | $105 | $728 | 0.2% | 1 |
| FRANCES HARWELL | WOODBURY, NJ | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $83 | $0 | $83 | 0.0% | 1 |
| MARVIN TURNER | COATESVILLE, PA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $57 | $0 | $57 | 0.0% | 1 |
| MARK C SPESSARD | RALEIGH, NC | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $56 | $0 | $56 | 0.0% | 1 |
| CLAUDE GIBBS III | LEXINGTON PARK, MD | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $26 | $0 | $26 | 0.0% | 1 |
| ALFREDA PEARSON | HARTSVILLE, SC | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $24 | $0 | $24 | 0.0% | 1 |
| SUSAN EATON | KINGSTON, OK | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $0 | $0 | $0 | 0.0% | 1 |