| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOBBY SHERRILL3 | 900 20TH AVE MERIDIAN, MA 39301 | BLUE CROSS BLUE SHIELD OF MS, INC. | $5K | — | $5K | 5.73% |
| BOBBY SHERRILL3 | 900 20TH AVE MERIDIAN, MS 39301 | BLUE CROSS BLUE SHIELD OF MISSISSIPPI, INC. | $5K | — | $5K | 5.91% |
| BOBBY SHERRILL3 | P.O. BOX 990 MERIDIAN, MS 393020990 | BLUE CROSS BLUE SHIELD OF MISSISSIPPI | $396 | — | $396 | 1.14% |
| BOBBY SHERRILL3 Filed as: BOBBY L. SHERRILL | 900 20TH AVE PO BOX 990 MERIDIAN, MS 393020990 | AMERITAS LIFE INSURANCE CORP | $3K | — | $3K | 10.00% |
| BOBBY SHERRILL3 | 900 20TH AVE MERIDIAN, MS 39301 | BLUE CROSS BLUE SHIELD OF MS, INC. | $264 | — | $264 | 1.02% |
| BOBBY SHERRILL3 | P.O. BOX 990 MERIDIAN, MS 393020990 | BLUE CROSS BLUE SHIELD OF MS, INC. | $486 | — | $486 | 3.26% |
| INSURANCE ADVISORY GROUP, LLC3 Filed as: INSURANCE ADVISORY GROUP | 900 20TH AVE MERIDIAN, MS 39301 | METLIFE INSURANCE COMPANY | $2K | — | $2K | 17.38% |
| EDWIN DEREK PEARCE3 | 623 PICKETTS MILL DR SHREVEPORT, LA 71115 | METLIFE INSURANCE COMPANY | $200 | — | $200 | 1.48% |
| RAMONA S PEARCE3 | 432 GUIDE ROAD BRANDON, MS 39042 | METLIFE INSURANCE COMPANY | $193 | — | $193 | 1.43% |
| ODEN AND ASSOCIATES INC3 Filed as: ODEN & ASSOCIATES, INC. | 1553 EAST COUNTYLINE RD STE 100 JACKSON, MS 39211 | METLIFE INSURANCE COMPANY | $28 | — | $28 | 0.21% |
| KAY WINSTEAD3 | 102 INDIGO COURT MADISON, MS 39110 | METLIFE INSURANCE COMPANY | $28 | — | $28 | 0.21% |
| ELAINE DODD3 | 147 HARBOR VIEW DR MADISON, MS 39110 | METLIFE INSURANCE COMPANY | $28 | — | $28 | 0.21% |
| INSURANCE ADVISORY GROUP, LLC3 | PO BOX 990 MERIDIAN, MS 39302 | STARMOUNT LIFE INSURANCE COMPANY | $428 | — | $428 | 12.03% |
| INSURANCE ADVISORY GROUP, LLC3 | P.O. BOX 990 MERIDIAN, MS 39301 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $522 | — | $522 | 18.77% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 Filed as: BLUE CROSS & BLUE SHIELD OF ALABAMA | 450 RIVERCHASE PKWY E HOOVER, AL 352442858 | VISION SERVICE PLAN | $247 | — | $247 | 10.17% |
| ABLE BENEFIT SOLUTIONS3 Filed as: ABLE BENEFIT SOLUTIONS, INC. | P.O. BOX 11407, DEPT #2142 BIRMINGHAM, AL 35246 | USABLE LIFE | $166 | — | $166 | 14.97% |
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 | 63 | 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) | 63 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 5 carriers) | BLUE CROSS BLUE SHIELD OF LOUISIANA, LLC | 19 | $605K |
| Dental(4 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF ALABAMA | 138 | $255K |
| Vision(3 contracts, 3 carriers) | AMERITAS LIFE INSURANCE CORP | 138 | $36K |
| Life insurance(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF MISSISSIPPI, INC. | 61 | $15K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF ALABAMA | 19 | $135K |
| Other(3 contracts, 3 carriers) | METLIFE INSURANCE COMPANY | 61 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 138 | — |
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.