| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $3.2M | 29.7% | |
| Other | $2.5M | 23.4% | |
| Life | $2.3M | 21.5% | |
| Long-term disability | $1.6M | 14.9% | |
| Dental | $987K | 9.3% | |
| Vision | $128K | 1.2% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060893662 | LSTDLTDOth | $2.4M | 55.9% | 1 | 3 | 4,131 |
EIN 221896118 | D | $987K | 22.6% | 1 | 1 | 1,572 |
EIN 570144607 | LSTDOth | $637K | 14.6% | 1 | 1 | 636 |
EIN 135581829 | V | $128K | 2.9% | 1 | 1 | 2,458 |
EIN 731016728 | Oth | $102K | 2.3% | 1 | 1 | 567 |
EIN 041590994 | LSTDOth | $70K | 1.6% | 1 | 1 | 60 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PHILIP LIAN | PRINCETON, NJ | SUN LIFE ASSURANCE COMPANY OF CANADA, SUN LIFE AND HEALTH INSURANCE COMPANY (US), COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $233K | $0 | $233K | 45.9% | 1 |
| PHILLIP E LIAN | PRINCETON, NJ | DELTA DENTAL OF NJ, INC | $94K | $0 | $94K | 18.4% | 1 |
| KATCHEN FINANCIAL GROUP | BRIDGEWATER, NJ | SUN LIFE ASSURANCE COMPANY OF CANADA, SUN LIFE AND HEALTH INSURANCE COMPANY (US) | $44K | $0 | $44K | 8.7% | 1 |
| ANDREW SILBERT | PARSIPPANY, NJ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $35K | $0 | $35K | 6.9% | 1 |
| VARIOUS - SEE ATTACHED | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $25K | $7K | $32K | 6.2% | 1 |
| MITCHELL KATCHEN | BRIDGEWATER, NJ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $24K | $0 | $24K | 4.6% | 1 |
| DAVID SPANGLER JR. | QUARRYVILLE, PA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $22K | $0 | $22K | 4.2% | 1 |
| WENDY MADONNA | SCHWENKSVILLE, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $385 | $8K | 1.7% | 1 |
| GARY D DAVIS | SEWELL, NJ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | $3K | $7K | 1.4% | 1 |
| CALVIN NATHANIEL EASON | NEW CASTLE, DE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $0 | $7K | 1.3% | 1 |
| AIKEN ENTERPRISES LLC | HUDSON, NJ | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $64 | $2K | 0.4% | 1 |
| PAMELA SUSAN LEVY | LONG ISLAND CITY, NY | THE PAUL REVERE LIFE INSURANCE COMPANY | $830 | $107 | $937 | 0.2% | 1 |
| MARK C SPESSARD | RALEIGH, NC | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $255 | $0 | $255 | 0.1% | 1 |
| OVION FINANCIAL SERVICES | ANNANDALE, VA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $160 | $0 | $160 | 0.0% | 1 |
| IBRAHIM ABDELHADI | AUSTIN, TX | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $84 | $0 | $84 | 0.0% | 1 |
| MELISSA D TRIESTER | PHILADELPHIA, PA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $67 | $0 | $67 | 0.0% | 1 |
| ALFREDA PEARSON | HARTSVILLE, SC | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $22 | $0 | $22 | 0.0% | 1 |
| CLAUDE GIBBS III | LEXINGTON PARK, MD | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $21 | $0 | $21 | 0.0% | 1 |