| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE RALEIGH, NC 27612 | BLUE SHIELD OF CALIFORNIA | — | $77K | $77K | 5.28% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2400 E. KATELLA AVENUE SUITE 1100 ANAHEIM, CA 928065980 | AMERITAS LIFE INSURANCE CORP. | $10K | — | $10K | 9.17% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 2400 E. KATELLA AVENUE SUITE 1100 ANAHEIM, CA 928065980 | AMERITAS LIFE INSURANCE CORP. | $945 | — | $945 | 0.83% |
| BB&T INSURANCE SERVICES, INC.3 | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 300 SUMMERS STREET SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 6.13% |
| JAMES P BOADA3 Filed as: JAMES P. BOADA | 25501 PURPLE SAGE LANE SAN JUAN CAPISTRANO, CA 92675 | AFLAC | $3K | — | $3K | 4.96% |
| AURELIO VELA INSURANCE SERVICES INC3 | 1561 E. ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $2K | $118 | $3K | 4.50% |
| JONATHAN ALI HAJIMOMEN3 | 1561 EAST ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $1K | $24 | $1K | 1.85% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | AFLAC | $606 | — | $606 | 1.04% |
| CHARLES A. WOODWARD3 | 2103 EAST 39TH STREET STERLING, IL 61081 | AFLAC | $528 | — | $528 | 0.91% |
| PEGGY K SALMON3 Filed as: PEGGY K. SALMON | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $327 | — | $327 | 0.56% |
| ANDREW R GRETHEL3 Filed as: ANDREW R. GRETHEL | 11739 HICKORY RUN COURT LOVELAND, OH 45140 | AFLAC | $175 | — | $175 | 0.30% |
| TABELLO INS SERVICES INC3 Filed as: TABELLO INSURANCE SERVICES, INC. | 1461 SIERRA VISTA DRIVE LA HABRA, CA 90631 | AFLAC | $127 | $24 | $151 | 0.26% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2400 KATELLA AVENUE SUITE 1100 ANAHEIM, CA 928065980 | AFLAC | $116 | — | $116 | 0.20% |
| G SCOTT COOKE3 Filed as: G. SCOTT COOKE | 2832 NE 17TH AVENUE WILTON MANORS, FL 33334 | AFLAC | $111 | — | $111 | 0.19% |
| MIRIAM F HUNGERFORD3 Filed as: MIRIAM F. HUNGERFORD | 33622 HOLTZ HILL ROAD DANA POINT, CA 92629 | AFLAC | $98 | — | $98 | 0.17% |
| DAVID A. HOWARD3 | 2230 SKYVIEW LANE APT. 143 COLORADO SPRINGS, CO 80904 | AFLAC | $89 | — | $89 | 0.15% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DRIVE BOCA RATON, FL 33433 | AFLAC | $69 | — | $69 | 0.12% |
| SCOTT W BLACKSHEAR3 Filed as: SCOTT W. BLACKSHEAR | 181 OLETA WAY ST AUGUSTINE, FL 32095 | AFLAC | $68 | — | $68 | 0.12% |
| MOLLIE D PEARSON3 | 360 E 1ST ST #130 TUSTIN, CA 92780 | AFLAC | $58 | — | $58 | 0.10% |
| CESAR A TORRES3 Filed as: CESAR A. TORRES | 26312 VALENZUELA CIRCLE MISSION VIEJO, CA 92691 | AFLAC | $56 | — | $56 | 0.10% |
| JAMES J GRETHEL3 Filed as: JAMES J. GRETHEL | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $48 | — | $48 | 0.08% |
| DUANE A ADAMS3 Filed as: DUANE ANDREW FRY | 641 HIGUERA STREET SUITE 300 SAN LUIS OBISPO, CA 93401 | AFLAC | $46 | — | $46 | 0.08% |
| KERSTIN J VANZANTEN3 Filed as: KERSTIN J. VANZANTEN | 40152 STOWE ROAD TEMECULA, CA 92591 | AFLAC | $34 | — | $34 | 0.06% |
| JOY E GUNDERSON3 Filed as: JOY E. GUNDERSON | 4531 VALLECITO LANE YORBA LINDA, CA 92886 | AFLAC | $33 | — | $33 | 0.06% |
| HOWARD SETH KAMLET3 | 11070 KATY FWY APT. 1468 HOUSTON, TX 77043 | AFLAC | $33 | — | $33 | 0.06% |
| VICTORIA K. HIRSCH-BOADA3 | 30991 VIA MIRADOR SAN JUAN CAPISTRANO, CA 92675 | AFLAC | $25 | — | $25 | 0.04% |
| MARIA CRISTINA VALENCIA3 | 7707 E. VIEWRIM DRIVE ANAHEIM, CA 92808 | AFLAC | $17 | — | $17 | 0.03% |
| OWEN JOHNSTON3 | 796 N. HART STREET ORANGE, CA 92867 | AFLAC | $14 | — | $14 | 0.02% |
| SETH JAFFE3 Filed as: SETH L. JAFFE | 4127 E. MASSACHUSETTS STREET LONG BEACH, CA 90814 | AFLAC | $13 | — | $13 | 0.02% |
| KRISTIN BEAN3 | 5058 HAWLEY BLVD. SAN DIEGO, CA 92116 | AFLAC | $8 | — | $8 | 0.01% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 1893 E DAULBY STREET MERIDIAN, ID 83642 | AFLAC | $8 | — | $8 | 0.01% |
| AMANDA M GRIFFITH3 Filed as: AMANDA M. GRIFFITH | 11400 SE 8TH STREET #375 BELLEVUE, WA 98004 | AFLAC | $6 | — | $6 | 0.01% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DRIVE SUITE 1150 IRVINE, CA 92612 | AFLAC | $6 | — | $6 | 0.01% |
| DALE IRA DAVIS3 | 5892 CEDARCREEK LANE LEXINGTON, KY 40515 | AFLAC | $6 | — | $6 | 0.01% |
| BB&T INSURANCE SERVICES, INC.3 | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 300 SUMMERS STREET SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $982 | $982 | 6.33% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 300 SUMMERS STREET SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $756 | $756 | 6.11% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3150 SOUTH MAIN STREET HARRISONBURG, VA 22801 | WESTERN DENTAL SERVICES, INC. | $743 | — | $743 | 10.00% |
| BB&T INSURANCE SERVICES, INC.3 | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $541 | — | $541 | 9.99% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 300 SUMMERS STREET SUITE 650 CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $332 | $332 | 6.13% |
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 | 257 | 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) | 257 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE SHIELD OF CALIFORNIA | 269 | $1.5M |
| Dental(2 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP. | 222 | $122K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 222 | $114K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 257 | $64K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 67 | $28K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 269 | $1.5M |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 257 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 269 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.