| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHARLES R BALLOU Filed as: CHARLES BALLOU | PO BOX 473 JEFFERSON, NC 28640 | AFLAC | $12K | $36 | $12K | — |
| AMY D BALLOU | PO BOX 473 JEFFERSON, NC 28640 | AFLAC | $5K | $6 | $5K | — |
| TERESA L SELLS | PO BOX 84 WEST JEFFERSON, NC 28694 | AFLAC | $3K | $68 | $3K | — |
| JOHN W THOMAS | PO BOX 1195 TAYLORSVILLE, NC 28681 | AFLAC | $3K | $0 | $3K | — |
| LISA L RANDOLPH | PO BOX 1890 WEST JEFFERSON, NC 28694 | AFLAC | $440 | $0 | $440 | — |
| LOWELL K YOUNCE | PO BOX 130 ZIONVILLE, NC 28698 | AFLAC | $410 | $16 | $426 | — |
| GWEN NICHOLS BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $383 | $0 | $383 | — |
| J MICHAEL BUTLER | 1440 OLD LENOIR RD. STE A HICKORY, NC 28601 | AFLAC | $335 | $0 | $335 | — |
| KIMBERLY H SCHUSLER | 249 CRESSY RD BRADFORD, NH 03221 | AFLAC | $247 | $0 | $247 | — |
| D AND V BUTLER INC | 601 CRESCENT BLVD STE 102 RIDGELAND, MS 39157 | AFLAC | $241 | $0 | $241 | — |
| C HARVEY KING | 931 S MAIN ST STE B #206 KERNERSVILLE, NC 27284 | AFLAC | $220 | $0 | $220 | — |
| BRIAN N MARTIN | 115 HICKORY POINT CT STATEVILLE, NC 28677 | AFLAC | $211 | $0 | $211 | — |
| ROGER L BLEVINS | PO BOX 458 JEFFERSON, NC 28640 | AFLAC | $200 | $0 | $200 | — |
| BROWN AND BROWN OF FLORIDA, INC. Filed as: JOHN H BROWN | PO BOX 501 JEFFERSON, NC 28640 | AFLAC | $196 | $0 | $196 | — |
| KATRINA D AIKEN | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $166 | $0 | $166 | — |
| J MICHAEL BUTLER | 1440 OLD LENOIR RD STE A HICKORY, NC 28601 | AFLAC | $159 | $0 | $159 | — |
| VICKI J MINCEY | PO BOX 1845 WEST JEFFERSON, NC 28694 | AFLAC | $149 | $3 | $152 | — |
| RICHARD SMITHSON | 449 TIMBER PL MILTON, GA 30004 | AFLAC | $143 | $0 | $143 | — |
| GARY D GOBLE | PO BOX 1664 TAYLORSVILLE, NC 28681 | AFLAC | $135 | $0 | $135 | — |
| TENA C DAVIS | PO BOX 1135 LENOIR, NC 28645 | AFLAC | $133 | $0 | $133 | — |
| STEVEN E CANIPE | 1177 WATERFORD RD HICKORY, NC 28601 | AFLAC | $100 | $0 | $100 | — |
| RETTA S RICE | 1001 4TH CREEK LANDING DR STATESVILLE, NC 28625 | AFLAC | $93 | $0 | $93 | — |
| DONNA S SPROUSE | PO BOX 11022 HICKORY, NC 28601 | AFLAC | $85 | $0 | $85 | — |
| MATTHEW G BERGER Filed as: MATTHEW W PINER | 100 S SMITHFIELD RD KNIGHTDALE, NC 27545 | AFLAC | $70 | $0 | $70 | — |
| WILLIAM L BAKER IV | 2310 S MIAMI BLVD STE 239 DURHAM, NC 27703 | AFLAC | $61 | $0 | $61 | — |
| FLORINDA S HARWOOD | PO BOX 333 HUDSON, NC 28638 | AFLAC | $52 | $0 | $52 | — |
| BROWN AND BROWN OF FLORIDA, INC. Filed as: KATHY S BROWN | PO BOX 694 JEFFERSON, NC 28640 | AFLAC | $45 | $0 | $45 | — |
| DEBORAH A WITHEY | 2149 6TH ST NW HICKORY, NC 28601 | AFLAC | $45 | $0 | $45 | — |
| MATTHEW D BUTLER | 123 CENTER PARK DR. STE 102 KNOXVILLE, TN 37922 | AFLAC | $40 | $0 | $40 | — |
| C HARVEY KING | 931-B S MAIN ST #206 KERNERSVILLE, NC 27284 | AFLAC | $39 | $0 | $39 | — |
| RICKY D BUMGARNER | PO BOX 882 TAYLORSVILLE, NC 28681 | AFLAC | $37 | $0 | $37 | — |
| AF INSURANCE SERVICES INC | PO BOX 825 WEST JEFFERSON, NC 28694 | AFLAC | $37 | $0 | $37 | — |
| SUSAN E HENSON | PO BOX 298 VILAS, NC 28692 | AFLAC | $32 | $0 | $32 | — |
| EXSEPTIONAL SERVICES INC | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $28 | $0 | $28 | — |
| GLORIA K KRISS | 913 42ND AVE LN NE HICKORY, NC 28601 | AFLAC | $27 | $0 | $27 | — |
| CINDY K CHILDERS | 88 STARMOUNT LN TAYLORSVILLE, NC 28581 | AFLAC | $25 | $0 | $25 | — |
| FLORINDA S HARWOOD | PO BOX 1133 TAYLORSVILLE, NC 28681 | AFLAC | $18 | $0 | $18 | — |
| DAVID N MORGAN | 906 MERCHANT LEE PL MANAKIN SABOT, VA 23103 | AFLAC | $17 | $0 | $17 | — |
| TERRY J SILVERS | 100 GREENLEAF DR FLAT ROCK, NC 28731 | AFLAC | $16 | $0 | $16 | — |
| NICHOLAUS R SAUNDERS | 59 LYNWOOD CIR ASHEVILLE, NC 28806 | AFLAC | $15 | $0 | $15 | — |
| DAVID L SAINE | 3564 SECTIONHOUSE RD HICKORY, NC 28601 | AFLAC | $15 | $0 | $15 | — |
| DENA JORDAN Filed as: DENA L JORDAN | 641 HIGUERA ST STE 300 SAN LUIS OBISPO, CA 93401 | AFLAC | $14 | $0 | $14 | — |
| TONY J DELBEN | 143 SANDREED DR MOORESVILLE, NC 28117 | AFLAC | $13 | $0 | $13 | — |
| NICHOLAUS R SAUNDERS | 7 PINE RIDGE DR WEAVERVILLE, NC 28787 | AFLAC | $11 | $0 | $11 | — |
| JULIE W CRAIG | 5381 W WILLSBORO BLVD APT 108 COCONUT CREEK, FL 33073 | AFLAC | $11 | $0 | $11 | — |
| KRYTONA E REYNOLDS | 520 W 6TH ST NEWTON, NC 28658 | AFLAC | $7 | $0 | $7 | — |
| RONALD MOSTO II Filed as: RONALD S MOSTO II | 6610 HARVEST DR PAPPILLION, NE 68133 | AFLAC | $7 | $0 | $7 | — |
| REBECCA MORGAN Filed as: REBECCA MORGON | 154 13TH AVE NW HICKORY, NC 28601 | AFLAC | $6 | $0 | $6 | — |
| BROWN AND BROWN OF FLORIDA, INC. Filed as: KATHY S BROWN | PO BOX 501 JEFFERSON, NC 28640 | AFLAC | $4 | $0 | $4 | — |
| JEFFREY PAUL SEPESI | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $4 | $0 | $4 | — |
| MEGHAN MOFFATT LUCAS Filed as: MEGHAN M MILLER | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $3 | $0 | $3 | — |
| ERIC BROGAN Filed as: ERIC E MILLER | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $3 | $0 | $3 | — |
| STEPHEN C SIBEL | 86 MAPLE AVE COLLEGEVILLE, PA 19426 | AFLAC | $1 | $0 | $1 | — |
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 | 166 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC | 166 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 166 | — |
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.