| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MICKEY WATKINS3 | REGIONS INS INC 1020 HIGHLAND COLONY PKWY RIDGELAND, MS 39157 | BLUE CROSS BLUE SHIELD OF MS, INC. | $39K | — | $39K | 2.45% |
| MWL3 | P.O. BOX 14067 JACKSON, MS 392364067 | AMFIRST | $14K | — | $14K | 5.01% |
| ROSS & YERGER INSURANCE INC3 | P.O. BOX 1139 JACKSON, MS 39215 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $15K | — | $15K | 6.25% |
| ROSS & YERGER INSURANCE INC3 | P.O. BOX 1139 JACKSON, MS 39215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 7.49% |
| REGIONS INSURANCE INC3 Filed as: REGIONS INS INC | 1020 HIGHLAND COLONY PKWY RIDGELAND, MS 39157 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 2.51% |
| ARTHUR YOUNG LATHAM3 Filed as: ARTHUR LATHAM | 605 TUCKER XING BRANDON, MS 39042 | AFLAC | $11K | $495 | $12K | 11.06% |
| KRISTY L CRONIN3 Filed as: KRISTY CRONIN | 1026 CHERRYSTONE CT MADISON, MS 39110 | AFLAC | $3K | $124 | $3K | 3.12% |
| AON CONSULTING INC3 Filed as: C HEWITT INC | 309 NEW POINTE STE B RIDGELAND, MS 39157 | AFLAC | $2K | $124 | $2K | 2.28% |
| WILLIAM D SIKES3 Filed as: WILLIAM SIKES | 1320 MEMORIAL DR CLEVELAND, MS 38732 | AFLAC | $875 | — | $875 | 0.81% |
| D AND V BUTLER INC3 | 601 CRESCENT BLVD STE 102 RIDGELAND, MS 39157 | AFLAC | $699 | $119 | $818 | 0.76% |
| LISA PRATER3 | 1324 ADKINS BLVD JACKSON, MS 39211 | AFLAC | $469 | $89 | $558 | 0.52% |
| BARBARA CAMPBELL MCCORD3 Filed as: BARBARA MCCORD | 26620 WILSON CEMETARY RD VANCLEAVE, MS 39565 | AFLAC | $344 | — | $344 | 0.32% |
| JAMES H KING3 Filed as: JAMES HEFLIN | 1852 AUGUST BND MADISON, MS 39110 | AFLAC | $220 | — | $220 | 0.20% |
| E INGRAM INC3 | 309 NEW POINTE STE B RIDGELAND, MS 39157 | AFLAC | $211 | — | $211 | 0.20% |
| WALLACE B SANDERS JR3 Filed as: WALLACE SANDERS JR | 15 NORTHTOWN DR STE C JACKSON, MS 39211 | AFLAC | $190 | — | $190 | 0.18% |
| DIANA JACKSON3 | P O BOX 13172 JACKSON, MS 39236 | AFLAC | $43 | $21 | $64 | 0.06% |
| J LEE & ASSOCIATES INC3 | 368 SCARBROUGH ST STE C RICHLAND, MS 39218 | AFLAC | $58 | $0 | $58 | 0.05% |
| D P SMITH3 Filed as: D SMITH | P O BOX 16671 JACKSON, MS 39236 | AFLAC | $30 | — | $30 | 0.03% |
| NEIL M MORGAN JR3 Filed as: NEIL MORGAN JR | 1904 ELLIS DR MAIDENS, VA 23102 | AFLAC | $29 | — | $29 | 0.03% |
| RENESHIA S HOBSON3 Filed as: RENESHIA HOBSON | 716 FOREST WOODS DR BYRAM, MS 39272 | AFLAC | $25 | — | $25 | 0.02% |
| PRISCILLA L COLEMAN3 Filed as: PRISCILLA COLEMAN | 1127B QUINN STREET JACKSON, MS 39202 | AFLAC | $25 | — | $25 | 0.02% |
| MINDY G SPURR3 Filed as: MINDY SPURR | 408 OAK BND BRANDON, MS 39047 | AFLAC | $24 | — | $24 | 0.02% |
| JOHN KEYS3 Filed as: JOHN HILL | 140 MAGNA CARTA PL JACKSON, MS 39211 | AFLAC | $24 | — | $24 | 0.02% |
| GREGORY J WEEKS3 Filed as: GREGORY WEEKS | 730 AVIGNON DR STE 101 RIDGELAND, MS 39157 | AFLAC | $18 | — | $18 | 0.02% |
| JOSHUA L CLINE3 Filed as: JOSHUA CLINE | 4 COUNTRY PL PEARL, MS 39208 | AFLAC | $14 | — | $14 | 0.01% |
| CHADWICK EUBORN STUART3 Filed as: CHADWICK STUART | 258 SAINT PAUL ST PEARL, MS 39208 | AFLAC | $12 | — | $12 | 0.01% |
| CONNIE MAYFIELD3 | P O BOX 671 MADISON, MS 39130 | AFLAC | $11 | — | $11 | 0.01% |
| ANNA K STEWART3 Filed as: ANNA STEWART | 226 CLARK FARMS RD MADISON, MS 39110 | AFLAC | $10 | — | $10 | 0.01% |
| WILLIAM A BRIGGS3 Filed as: WILLIAM BRIGGS | 1731 GAY THOMPSON RD RAMER, TN 38367 | AFLAC | $9 | — | $9 | 0.01% |
| ANITA ATKINSON3 | P O BOX 738 BRANDON, MS 39043 | AFLAC | $7 | — | $7 | 0.01% |
| JOHN KEYS3 | 816 ANNANDALE RD MADISON, MS 39110 | AFLAC | $7 | — | $7 | 0.01% |
| ROBERT EDWARD HARDWICK3 Filed as: ROBERT HARDWICK | 120 LAKEWOOD DR CROSSVILLE, TN 38558 | AFLAC | $2 | — | $2 | 0.00% |
| CHARLES HARTHUN3 | 1577 LAWSON RD CROSSVILLE, TN 38571 | AFLAC | $1 | — | $1 | 0.00% |
| WILLIAM MAXEY3 | 4341 MEADOWHILL DR JACKSON, MS 39206 | AFLAC | $1 | — | $1 | 0.00% |
| WILLIAM SNOW3 | 3465 SYCAMORE LN GULF BREEZE, FL 32563 | AFLAC | $1 | — | $1 | 0.00% |
| JOHN AMOS3 | 4245 MILGEN ROAD COLUMBUS, GA 31907 | AFLAC | $1 | — | $1 | 0.00% |
| ROSS & YERGER INSURANCE INC3 | P.O. BOX 1139 JACKSON, MS 39215 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 8.32% |
| REGIONS INSURANCE INC3 | 1020 HIGHLAND COLONY PKWY STE 302 RIDGELAND, MS 391572149 | UNITEDHEALTHCARE INSURANCE COMPANY | $405 | — | $405 | 1.22% |
| ROSS & YERGER INSURANCE INC3 | P.O. BOX 1139 JACKSON, MS 39215 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 1.58% |
| ROBBINS RESEARCH AND PLANNING INC3 | 731 AVIGNON DR RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.97% |
| THOMAS A TURNER IV INSURANCE LLC3 | 909 BAY RIDGE DR. JACKSON, MS 39211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.61% |
| J MICHAEL NORRIS INC3 | 731 AVIGNON DR RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.55% |
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 | 478 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 478 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF MS, INC. | 478 | $1.9M |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 362 | $172K |
| Vision(2 contracts, 2 carriers) | AFLAC | 463 | $141K |
| Life insurance(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 418 | $346K |
| Short-term disability | AFLAC | 221 | $107K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 418 | $237K |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 418 | $344K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 478 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.