| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHN W THOMAS0 | 552 MEADOWRIDGE DR TAYLORSVILLE, NC 28681 | AFLAC | $2K | $0 | $2K | — |
| CHARLES R BALLOU0 | PO BOX 309 JEFFERSON, NC 28640 | AFLAC | $2K | $6 | $2K | — |
| AMY D BALLOU0 | PO BOX 309 JEFFERSON, NC 28640 | AFLAC | $1K | $6 | $1K | — |
| LISA L RANDOLPH0 | PO BOX 1890 WEST JEFFERSON, NC 28694 | AFLAC | $1K | — | $1K | — |
| TERESA L SELLS0 | PO BOX 84 WEST JEFFERSON, NC 28694 | AFLAC | $1K | — | $1K | — |
| J MICHAEL BUTLER0 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $373 | — | $373 | — |
| LOWELL K YOUNCE0 | PO BOX 130 ZIONVILLE, NC 28698 | AFLAC | $360 | — | $360 | — |
| GWEN NICHOLS BUTLER0 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $284 | — | $284 | — |
| BROWN AND BROWN OF FLORIDA, INC.0 Filed as: JOHN H BROWN | PO BOX 501 JEFFERSON, NC 28640 | AFLAC | $200 | — | $200 | — |
| KIMBERLY H SCHUSLER0 | 249 CRESSY RD BRADFORD, NH 03221 | AFLAC | $168 | — | $168 | — |
| SUSAN E HENSON0 | PO BOX 298 VILAS, NC 28692 | AFLAC | $157 | — | $157 | — |
| ROGER L BLEVINS0 | PO BOX 458 JEFFERSON, NC 28640 | AFLAC | $149 | — | $149 | — |
| WHITNEY E COBLE CLINE0 | 2361 22ND ST NE HICKORY, NC 28601 | AFLAC | $144 | — | $144 | — |
| C HARVEY KING0 | 931 S MAIN ST STE B #205 KERNERSVILLE, NC 27284 | AFLAC | $136 | — | $136 | — |
| GABRIEL MARTIN HATCH0 | 127 DEER TRACE LN FLEETWOOD, NC 28626 | AFLAC | $130 | — | $130 | — |
| KATRINA D AIKEN0 | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $120 | — | $120 | — |
| DAVID N MORGAN0 | 1904 ELLIS DR MAIDENS, VA 23102 | AFLAC | $105 | — | $105 | — |
| VICKI J MINCEY0 | PO BOX 1845 WEST JEFFERSON, NC 28694 | AFLAC | $105 | — | $105 | — |
| STEVEN E CANIPE0 | 1177 WATERFORD DR HICKORY, NC 28602 | AFLAC | $100 | — | $100 | — |
| GARRY D GOBLE0 | PO BOX 1664 TAYLORSVILLE, NC 28681 | AFLAC | $98 | — | $98 | — |
| RETTA S RICE0 | 1001 RTH CREEK LANDING DR STATESVILLE, NC 28625 | AFLAC | $93 | — | $93 | — |
| RICHARD SMITHSON0 Filed as: RICHARD A SMITHSON | 2145 SAULS PL ALPHARETTA, GA 30004 | AFLAC | $88 | — | $88 | — |
| JEREMY M HASKELL0 | 430 RYDER CUP LN CLEMMONS, NC 27012 | AFLAC | $87 | — | $87 | — |
| DONNA S SPROUSE0 | PO BOX 11022 HICKORY, NC 28603 | AFLAC | $86 | — | $86 | — |
| BRIAN N MARTIN0 | 275 BAYMOUNT DR STATESVILLE, NC 28625 | AFLAC | $85 | — | $85 | — |
| KIM J WILLIAMS0 | 2685 WILLIAMS RD LEWISVILLE, NC 27023 | AFLAC | $81 | — | $81 | — |
| TENA C DAVIS0 | PO BOX 1135 LENOIR, NC 28645 | AFLAC | $72 | — | $72 | — |
| FLORINDA S HARWOOD0 | PO BOX 1133 TAYLORSVILLE, NC 28681 | AFLAC | $67 | — | $67 | — |
| MATTHEW D BUTLER0 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $40 | — | $40 | — |
| RICKY D BUMGARNER0 | PO BOX 882 TAYLORSVILLE, NC 28681 | AFLAC | $37 | — | $37 | — |
| AF INSURANCE SERVICES INC0 | PO BOX 825 WEST JEFFERSON, NC 28694 | AFLAC | $37 | — | $37 | — |
| CINDY K CHILDERS0 | 88 STARMOUNT LN TAYLORSVILLE, NC 28681 | AFLAC | $36 | — | $36 | — |
| WILLIAM L BAKER IV0 | 1121 WEDGELAND DR RALEIGH, NC 27615 | AFLAC | $34 | — | $34 | — |
| DEBORAH A WITHEY0 | 2149 6TH ST NW HICKORY, NC 28601 | AFLAC | $32 | — | $32 | — |
| KATHERINE L SIMOS0 | 1605 CONRAD RD LEWISVILLE, NC 27023 | AFLAC | $25 | — | $25 | — |
| KRYTONA E REYNOLDS0 | 520 W 6TH ST NEWTON, NC 28658 | AFLAC | $21 | — | $21 | — |
| NICHOLAS R SAUNDERS0 | 471 BLUEMIST WAY ARDEN, NC 28704 | AFLAC | $21 | — | $21 | — |
| EXSEPTIONAL SERVICES INC0 | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $17 | — | $17 | — |
| TERRY J SILVERS0 | 100 GREENLEAF DR FLAT ROCK, NC 28731 | AFLAC | $16 | — | $16 | — |
| MATTHEW G BERGER0 Filed as: MATTHEW W PINER | 13633 WAVERTON LN HUNTERSVILLE, NC 28078 | AFLAC | $16 | — | $16 | — |
| DAVID L SAINE0 | 3564 SECTIONHOUSE RD HICKORY, NC 28601 | AFLAC | $15 | — | $15 | — |
| GLORIA K KRISS0 | 913 42ND AVE LN NE HICKORY, NC 28601 | AFLAC | $15 | — | $15 | — |
| VICKI M BUTLER0 | 105 LONG LEAV PL MADISON, MS 39110 | AFLAC | $13 | — | $13 | — |
| TONY J DELBEN0 | 143 SANDREED DR MOORESVILLE, NC 28117 | AFLAC | $10 | — | $10 | — |
| DENA JORDAN0 Filed as: DENA L JORDAN | 9300 HARRIS CORNERS PKWY STE 100 CHARLOTTE, NC 28269 | AFLAC | $9 | — | $9 | — |
| REBECCA MORGAN0 | 4850 28TH STREET CIR NE HICKORY, NC 28601 | AFLAC | $6 | — | $6 | — |
| RONALD MOSTO II0 Filed as: RONALD S MOSTO II | 6610 HARVEST DR PAPILLION, NE 68133 | AFLAC | $5 | — | $5 | — |
| JULIE W CRAIG0 | 10722 NW 20TH DR CORAL SPRINGS, FL 33071 | AFLAC | $5 | — | $5 | — |
| MEGHAN MOFFATT LUCAS0 Filed as: MEGHAN M MILLER | 728 MERCER PL HUNTERSVILLE, NC 28078 | AFLAC | $2 | — | $2 | — |
| ERIC BROGAN0 Filed as: ERIC E MILLER | 728 MERCER PL HUNTERSVILLE, NC 28078 | AFLAC | $2 | — | $2 | — |
| JEFFREY PAUL SEPESI0 | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | — |
| STEPHEN C SIBEL0 | 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 | 132 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC | 132 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 132 | — |
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.