| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES - DURHAM | 4309 EMPEROR BLVD STE 300 DURHAM, NC 277038046 | UNITEDHEALTHCARE INSURANCE COMPANY | $15K | $0 | $15K | 2.03% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE & ASSOCIATES, LL | 4909 UNICON DR STE 200 WAKE FOREST, NC 275875686 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | $0 | $8K | 1.09% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. (THE) | 1612 MARION ST FL 4 COLUMBIA, SC 292012938 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $3K | $3K | 0.44% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF - DURHAM | 7701 AIRPORT CENTER DR STE 1800 GREENSBORO, NC 274099047 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 0.26% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 9.29% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE ASSOCIATES, L. | 222 N BICKETT BLVD LOUISBURG, NC 27549 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.03% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $977 | $2K | 14.69% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE ASSOCIATES, L. | 222 N BICKETT BLVD LOUISBURG, NC 27549 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 6.18% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $821 | $497 | $1K | 13.79% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE ASSOCIATES, L. | 222 N BICKETT BLVD LOUISBURG, NC 27549 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $612 | $0 | $612 | 6.41% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $416 | $440 | $856 | 12.14% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE ASSOCIATES, L. | 222 N BICKETT BLVD LOUISBURG, NC 27549 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $290 | $0 | $290 | 4.11% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $755 | $269 | $1K | 15.78% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE ASSOCIATES, L. | 222 N BICKETT BLVD LOUISBURG, NC 27549 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $543 | $0 | $543 | 8.37% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $389 | $224 | $613 | 13.57% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE ASSOCIATES, L. | 222 N BICKETT BLVD LOUISBURG, NC 27549 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $288 | $0 | $288 | 6.38% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $459 | $149 | $608 | 15.44% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE ASSOCIATES, L. | 222 N BICKETT BLVD LOUISBURG, NC 27549 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $329 | $0 | $329 | 8.35% |
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVE RALEIGH, NC 27612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $330 | $125 | $455 | 15.53% |
| TRIANGLE INSURANCE & ASSOCIATES LLC3 Filed as: TRIANGLE INSURANCE ASSOCIATES, L. | 222 N BICKETT BLVD LOUISBURG, NC 27549 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $256 | $0 | $256 | 8.74% |
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 | 103 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 103 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 37 | $739K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 61 | $36K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 61 | $7K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 103 | $21K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 38 | $10K |
| Other(8 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 103 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 103 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.