| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOBBY SHERRILL3 | 900 20TH AVE MERIDIAN, MA 39301 | BLUE CROSS BLUE SHIELD OF MS, INC. | $6K | — | $6K | 4.89% |
| BOBBY SHERRILL3 | 900 20TH AVE MERIDIAN, MS 39301 | BLUE CROSS BLUE SHIELD OF MISSISSIPPI, INC. | $5K | — | $5K | 5.56% |
| BOBBY SHERRILL3 Filed as: BOBBY L. SHERRILL | 900 20TH AVE PO BOX 990 MERIDIAN, MS 393020990 | AMERITAS LIFE INSURANCE CORP | $3K | $309 | $4K | 10.96% |
| BOBBY SHERRILL3 | 900 20TH AVE MERIDIAN, MS 39301 | BLUE CROSS BLUE SHIELD OF MS, INC. | $297 | — | $297 | 0.96% |
| INSURANCE ADVISORY GROUP, LLC3 Filed as: INSURANCE ADVISORY GROUP | 900 20TH AVE MERIDIAN, MS 39301 | METLIFE INSURANCE COMPANY | $3K | — | $3K | 18.00% |
| EDWIN DEREK PEARCE3 | 623 PICKETTS MILL DR SHREVEPORT, LA 71115 | METLIFE INSURANCE COMPANY | $223 | — | $223 | 1.56% |
| RAMONA S PEARCE3 | 432 GUIDE ROAD BRANDON, MS 39042 | METLIFE INSURANCE COMPANY | $213 | — | $213 | 1.49% |
| BOBBY SHERRILL3 | P.O. BOX 990 MERIDIAN, MS 393020990 | BLUE CROSS BLUE SHIELD OF MS, INC. | $208 | — | $208 | 3.58% |
| INSURANCE ADVISORY GROUP, LLC3 | PO BOX 990 MERIDIAN, MS 39302 | STARMOUNT LIFE INSURANCE COMPANY | $435 | — | $435 | 12.78% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 Filed as: BLUE CROSS & BLUE SHIELD OF ALABAMA | 450 RIVERCHASE PKWY E HOOVER, AL 352442858 | VISION SERVICE PLAN | $251 | — | $251 | 10.01% |
| INSURANCE ADVISORY GROUP, LLC3 | P.O. BOX 990 MERIDIAN, MS 39301 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $231 | — | $231 | 10.89% |
| ABLE BENEFIT SOLUTIONS3 Filed as: ABLE BENEFIT SOLUTIONS, INC. | P.O. BOX 11407, DEPT #2142 BIRMINGHAM, AL 35246 | USABLE LIFE | $138 | — | $138 | 10.01% |
| UNITED TRUST INSURANCE COMPANY3 | C/O UTIC - DAVID CLAYTON 450 RIVERCHASE PARKWAY E BIRMINGHAM, AL 35244 | USABLE LIFE | $68 | — | $68 | 4.93% |
| SONIA POWELL3 | 2015 JOHN D ODOM RD DOTHAN, AL 36303 | USABLE LIFE | $30 | — | $30 | 2.18% |
| TROY MAXWELL3 | C/O BCBS OF ALABAMA 3320 SKYWAY DRIVE SUITE 601 OPELIKA, AL 36801 | USABLE LIFE | $14 | — | $14 | 1.02% |
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 | 104 | 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) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 5 carriers) | BLUE CROSS BLUE SHIELD OF LOUISIANA, LLC | 22 | $638K |
| Dental(4 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 137 | $267K |
| Vision(3 contracts, 3 carriers) | AMERITAS LIFE INSURANCE CORP | 137 | $38K |
| Life insurance(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF MISSISSIPPI, INC. | 57 | $14K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF ALABAMA | 22 | $138K |
| Other(3 contracts, 3 carriers) | METLIFE INSURANCE COMPANY | 57 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 137 | — |
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."
No prospect flags tripped on this filing.