| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHN W THOMAS Filed as: JOHN W. THOMAS | 552 MEADOWRIDGE DR TAYLORSVILLE, NC 28681 | AFLAC | $2K | — | $2K | — |
| CHARLES R BALLOU | PO BOX 309 JEFFERSON, NC 28640 | AFLAC | $2K | — | $2K | — |
| AMY D BALLOU | PO BOX 309 JEFFERSON, NC 28640 | AFLAC | $2K | — | $2K | — |
| TERESA L SELLS | PO BOX 84 WEST JEFFERSON, NC 28694 | AFLAC | $1K | — | $1K | — |
| CHALRES R BALLOU | PO BOX 473 JEFFERSON, NC 28640 | AFLAC | $1K | $132 | $1K | — |
| AMY D BALLOU | PO BOX 473 JEFFERSON, NC 28640 | AFLAC | $567 | — | $567 | — |
| LOWELL K YOUNCE | PO BOX 130 ZIONVILLE, NC 28698 | AFLAC | $521 | — | $521 | — |
| J MICHAEL BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $418 | — | $418 | — |
| LISA L RANDOLPH | PO BOX 1890 WEST JEFFERSON, NC 28694 | AFLAC | $369 | — | $369 | — |
| GWEN NICHOLS BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $302 | — | $302 | — |
| KIMBERLY H SCHUSLER Filed as: KIMBERLY SCHUSLER | 249 CRESSY RD BRADFORD, NH 03221 | AFLAC | $213 | — | $213 | — |
| BROWN AND BROWN OF FLORIDA, INC. Filed as: JOHN H BROWN | PO BOX 501 JEFFERSON, NC 28640 | AFLAC | $200 | — | $200 | — |
| C HARVEY KING | 931 S MAIN ST STE B 206 KERNERSVILLE, NC 27284 | AFLAC | $199 | — | $199 | — |
| KIM J WILLIAMS | 2685 WILLIAMS RD LEWISVILLE, NC 27023 | AFLAC | $160 | $21 | $181 | — |
| JEREMY M HASKELL | 439 RYDER CUP LN CLEMMONS, NC 27012 | AFLAC | $138 | $26 | $164 | — |
| ROGER L BLEVINS | PO BOX 458 JEFFERSON, NC 28640 | AFLAC | $156 | — | $156 | — |
| KATRINA D AIKEN | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $150 | — | $150 | — |
| DAVID N MORGAN | 906 MERCHANT LEE PL MANAKIN SABOT, VA 23103 | AFLAC | $134 | — | $134 | — |
| BRIAN N MARTIN | 275 BAYMONT DR STATESVILLE, NC 28625 | AFLAC | $123 | — | $123 | — |
| RICHARD SMITHSON Filed as: RICHARD A SMITHSON | 2145 SAULS PL ALPHARETTA, GA 30004 | AFLAC | $111 | — | $111 | — |
| KATHERINE L SIMOS | 1605 CONRAD RD LEWISVILLE, NC 27023 | AFLAC | $109 | — | $109 | — |
| VICKI J MINCEY | PO BOX 1845 WEST JEFFERSON, NC 28694 | AFLAC | $105 | — | $105 | — |
| STEVEN E CANIPE | 1177 WATERFORD DR HICKORY, NC 28602 | AFLAC | $100 | — | $100 | — |
| GARRY D GOBLE | PO BOX 1664 TAYLORSVILLE, NC 28681 | AFLAC | $100 | — | $100 | — |
| TENA C DAVIS | PO BOX 1135 LENOIR, NC 28645 | AFLAC | $94 | — | $94 | — |
| RETTA S RICE | 1001 4TH CREEK LANDING DR STATESVILLE, NC 28625 | AFLAC | $93 | — | $93 | — |
| DONNA S SPROUSE | PO BOX 11022 HICKORY, NC 28603 | AFLAC | $86 | — | $86 | — |
| FLORINDA S HARWOOD | PO BOX 1133 TAYLORSVILLE, NC 28681 | AFLAC | $71 | — | $71 | — |
| MATTHEW D BUTLER | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $40 | — | $40 | — |
| D AND V BUTLER INC Filed as: D AND V BUTLER IN | 105 LONG LEAF PL MADISON, MS 39110 | AFLAC | $39 | — | $39 | — |
| WILLIAM L BAKER IV | 1121 WEDGELAND DR RALEIGH, NC 27615 | AFLAC | $38 | — | $38 | — |
| RICKY D BUMGARNER | PO BOX 882 TAYLORSVILLE, NC 28681 | AFLAC | $37 | — | $37 | — |
| AF INSURANCE SERVICES INC | PO BOX 825 WEST JEFFERSON, NC 28694 | AFLAC | $37 | — | $37 | — |
| CINDY K CHILDERS | 88 STARMOUNT DR TAYLORSVILLE, NC 28681 | AFLAC | $36 | — | $36 | — |
| SUSAN E HENSON | PO BOX 298 VILAS, NC 28692 | AFLAC | $34 | — | $34 | — |
| DEBORAH A WITHEY | 2149 6TH ST NW HICKROY, NC 28601 | AFLAC | $34 | — | $34 | — |
| GLORIA K KRISS | 913 42ND AVE LN NE HICKORY, NC 28601 | AFLAC | $25 | — | $25 | — |
| GEORGE B PARKER | 334 KINGSMILL DR ADVANCE, NC 27006 | AFLAC | $24 | — | $24 | — |
| EXSEPTIONAL SERVICES INC | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $22 | — | $22 | — |
| KRYTONA E REYNOLDS | 520 W 6TH ST NEWTON, NC 28658 | AFLAC | $21 | — | $21 | — |
| NICHOLAS R SAUNDERS | 471 BLUEMIST WAY ARDEN, NC 28704 | AFLAC | $21 | — | $21 | — |
| J DAVID BUTLER | 1375 LENOIR RHYNE BLVD STE 210 HICKORY, NC 28602 | AFLAC | $19 | — | $19 | — |
| TERRY J SILVERS | 100 GREENLEAF DR FLAT ROCK, NC 28731 | AFLAC | $16 | — | $16 | — |
| MATTHEW G BERGER Filed as: MATTHEW W PINER | 13633 WAVERTON LN HUNTERSVILLE, NC 28078 | AFLAC | $16 | — | $16 | — |
| DAVID L SAINE | 3564 SECTIONHOUSE RD HICKORY, NC 28601 | AFLAC | $15 | — | $15 | — |
| TONY J DELBEN | 143 SANDREED DR MOORESVILLE, NC 28117 | AFLAC | $13 | — | $13 | — |
| VICKI M BUTLER | 105 LONG LEAF PL MADISON, MS 39110 | AFLAC | $13 | — | $13 | — |
| DENA JORDAN Filed as: DENA L JORDAN | 9300 HARRIS CORNSER PKWY STE 100 CHARLOTTE, NC 28269 | AFLAC | $11 | — | $11 | — |
| JULIE W CRAIG | 10722 NW 20TH DR CORAL SPRINGS, FL 33071 | AFLAC | $7 | — | $7 | — |
| REBECCA MORGAN | 4850 28TH ST CIR NE HICKORY, NC 28601 | AFLAC | $6 | — | $6 | — |
| RONALD MOSTO II Filed as: RONALD S MOSTO II | 6610 HARVEST DR PAPILLION, NE 68133 | AFLAC | $5 | — | $5 | — |
| MEGHAN MOFFATT LUCAS Filed as: MEGHAN M MILLER | 728 MERCER PL HUNTERSVILLE, NC 28078 | AFLAC | $3 | — | $3 | — |
| ERIC BROGAN Filed as: ERIC E MILLER | 728 MERCER PL HUNTERSVILLE, NC 28078 | AFLAC | $3 | — | $3 | — |
| J DAVID BUTLER | 404 A W PARKWAY PLACE RIDGELAND, MS 39157 | AFLAC | $1 | — | $1 | — |
| JEFFERY PAUL SEPESI | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | — |
| STEPHEN C SIBEL | 86 MAPLE AVE COLLEGEVILLE, PA 19426 | AFLAC | $1 | — | $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 | 127 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 127 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC | 127 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 127 | — |
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.