| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LISA L RANDOLPH0 | PO BOX 1890 WEST JEFFERSON, NC 28694 | AFLAC | $5K | $363 | $5K | — |
| JOHN W THOMAS0 | 552 MEADOWRIDGE DR TAYLORSVILLE, NC 28681 | AFLAC | $1K | $0 | $1K | — |
| CHARLES R BALLOU0 | PO BOX 309 JEFFERSON, NC 28640 | AFLAC | $1K | $0 | $1K | — |
| AMY D BALLOU0 | PO BOX 309 JEFFERSON, NC 28640 | AFLAC | $959 | $0 | $959 | — |
| WHITNEY E COBLE CLINE0 | 2361 22ND ST NE HICKORY, NC 28601 | AFLAC | $817 | $0 | $817 | — |
| TERESA L SELLS0 Filed as: TERESA E SELLS | 270 LITTLE WILSON RD MOUTH OF WILSON, VA 24363 | AFLAC | $726 | $0 | $726 | — |
| J MICHAEL BUTLER0 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $247 | $0 | $247 | — |
| GWEN NICHOLS BUTLER0 | 203 29TH AVE NW HICKORY, NC 28601 | AFLAC | $190 | $0 | $190 | — |
| LOWELL K YOUNCE0 | PO BOX 130 ZIONVILLE, NC 28698 | AFLAC | $161 | $0 | $161 | — |
| SUSAN E HENSON0 Filed as: SUSAN E YOUNCE HENSON | PO BOX 298 VILAS, NC 28692 | AFLAC | $149 | $0 | $149 | — |
| BRANDON RAY BLANCHARD0 | 1156 MCREE HEIGHTS CIR NEWTON, NC 28658 | AFLAC | $149 | $0 | $149 | — |
| BROWN AND BROWN OF FLORIDA, INC.0 Filed as: JOHN H BROWN | PO BOX 501 JEFFERSON, NC 28640 | AFLAC | $126 | $0 | $126 | — |
| DAVID N MORGAN0 | 240 BEVERLY HILLS CIR APT 532 LYNCHBURG, VA 24501 | AFLAC | $94 | $0 | $94 | — |
| KATRINA D AIKEN0 | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $79 | $0 | $79 | — |
| VICKI J MINCEY0 | PO BOX 1845 WEST JEFFERSON, NC 28694 | AFLAC | $77 | $0 | $77 | — |
| DONNA S SPROUSE0 | PO BOX 11022 HICKORY, NC 28603 | AFLAC | $71 | $0 | $71 | — |
| KIMBERLY H SCHUSLER0 | 249 CRESSY RD BRADFORD, NH 03221 | AFLAC | $71 | $0 | $71 | — |
| JEREMY M HASKELL0 | 109 DEMOTTE AVE PORT ORANGE, FL 32127 | AFLAC | $69 | $0 | $69 | — |
| RICHARD SMITHSON0 Filed as: RICHARD A SMITHSON | 2145 SAULS PL ALPHARETTA, GA 30004 | AFLAC | $68 | $0 | $68 | — |
| C HARVEY KING0 | 1024 BENNINGTON DR CHARLESTON, SC 29492 | AFLAC | $63 | $0 | $63 | — |
| RETTA S RICE0 | 1001 4TH CREEK LANDING DR STATESVILLE, NC 28625 | AFLAC | $56 | $0 | $56 | — |
| STEVEN E CANIPE0 | 1177 WATERFORD DR HICKORY, NC 28602 | AFLAC | $52 | $0 | $52 | — |
| BRIAN N MARTIN0 | 275 BAYMOUNT DR STATESVILLE, NC 28625 | AFLAC | $51 | $0 | $51 | — |
| FLORINDA S HARWOOD0 Filed as: FLORINDA S ABEE | PO BOX 1133 TAYLORSVILLE, NC 28681 | AFLAC | $45 | $0 | $45 | — |
| MATTHEW D BUTLER0 | 123 CENTER PARK DR STE 102 KNOXVILLE, TN 37922 | AFLAC | $40 | $0 | $40 | — |
| RICKY D BUMGARNER0 | PO BOX 882 TAYLORSVILLE, NC 28681 | AFLAC | $37 | $0 | $37 | — |
| TENA C DAVIS0 | PO BOX 1135 LENOIR, NC 28645 | AFLAC | $28 | $0 | $28 | — |
| WILLIAM L BAKER IV0 | 1121 WEDGELAND DR RALEIGH, NC 27615 | AFLAC | $24 | $0 | $24 | — |
| JACOB M KIMSEY0 Filed as: JACOB M KINSEY | 101 FOX COVE RD HENDERSONVILLE, NC 28792 | AFLAC | $24 | $0 | $24 | — |
| DEBORAH A WITHEY0 | 2149 6TH ST NW HICKORY, NC 28601 | AFLAC | $22 | $0 | $22 | — |
| TERRY J SILVERS0 | 100 GREENLEAF DR FLATROCK, NC 28731 | AFLAC | $19 | $0 | $19 | — |
| JESSICA L MILWOOD0 | 135 MAGNOLIA ST STATESVILLE, NC 28677 | AFLAC | $16 | $0 | $16 | — |
| MATTHEW G BERGER0 Filed as: MATTHEW W PINER | 13633 WAVERTON LN HUNTERSVILLE, NC 28078 | AFLAC | $16 | $0 | $16 | — |
| DAVID L SAINE0 | 3564 SECTIONHOUSE RD HICKORY, NC 28601 | AFLAC | $15 | $0 | $15 | — |
| KRYTONA E REYNOLDS0 | 520 W 6TH ST NEWTON, NC 28658 | AFLAC | $14 | $0 | $14 | — |
| VICKI M BUTLER0 | 105 LONG LEAF PL MADISON, MS 39110 | AFLAC | $13 | $0 | $13 | — |
| ACRISURE LLC0 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $11 | $0 | $11 | — |
| GLORIA K KRISS0 | 913 42ND AVE LN NE HICKORY, NC 28601 | AFLAC | $10 | $0 | $10 | — |
| DENA JORDAN0 Filed as: DENA L JORDAN | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $7 | $0 | $7 | — |
| REBECCA MORGAN0 | 4850 28TH ST CIR NE HICKORY, NC 28601 | AFLAC | $6 | $0 | $6 | — |
| TONY J DELBEN0 | 143 DANDREED DR MOORESVILLE, NC 28117 | AFLAC | $6 | $0 | $6 | — |
| NICHOLAS R SAUNDERS0 | 471 BLUEMIST WAY ARDEN, NC 28704 | AFLAC | $5 | $0 | $5 | — |
| RONDALD S MOSTO II0 | 6610 HARVEST DR PAPILLION, NE 68133 | AFLAC | $5 | $0 | $5 | — |
| JULIE W CRAIG0 | 4930 VILLAGE GREEN DR EL DORADO HILLS, CA 95762 | AFLAC | $4 | $0 | $4 | — |
| STEPHEN C SIBEL0 | 86 MAPLE AVE COLLEGEVILLE, PA 19426 | AFLAC | $1 | $0 | $1 | — |
| MEGHAN MOFFATT LUCAS0 Filed as: MEGHAN M MILLER | 149 MALIBU RD MOORESVILLE, NC 28117 | AFLAC | $0 | $0 | $0 | — |
| ERIC BROGAN0 Filed as: ERIC E MILLER | 149 MALIBU RD MOORESVILLE, NC 28117 | AFLAC | $0 | $0 | $0 | — |
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 | 96 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 96 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC | 96 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 96 | — |
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.