| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LISA L RANDOLPH0 | PO BOS 1890 WEST JEFFERSON, NC 28694 | AFLAC | $8K | $45 | $8K | — |
| JOHN W THOMAS0 | 15 WILLOW OAKS CT TAYLORSVILLE, NC 28681 | AFLAC | $1K | $0 | $1K | — |
| CHARLES R BALLOU0 | PO BOX 309 JEFFERSON, NC 28640 | AFLAC | $981 | $0 | $981 | — |
| AMY D BALLOU0 | PO BOX 309 JEFFERSON, NC 28640 | AFLAC | $901 | $0 | $901 | — |
| JACOB M KIMSEY0 | 101 FOX COVE RD HENDERSONVILLE, NC 28792 | AFLAC | $855 | $0 | $855 | — |
| TERESA L SELLS0 | 270 LITTLE WILSON RD MOUTH OF WILSON, VA 24363 | AFLAC | $663 | $0 | $663 | — |
| WHITNEY E COBLE CLINE0 | 2361 22ND ST NE HICKORY, NC 28601 | AFLAC | $254 | $10 | $264 | — |
| J MICHAEL BUTLER0 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $227 | $0 | $227 | — |
| GWENDOLYN N BUTLER0 | 203 29TH AVE NW HICKORY, NC 28601 | AFLAC | $173 | $0 | $173 | — |
| LOWELL K YOUNCE0 | PO BOX 130 ZIONVILLE, NC 28698 | AFLAC | $154 | $0 | $154 | — |
| BROWN AND BROWN OF FLORIDA, INC.0 Filed as: JOHN H BROWN | PO BOX 501 JEFFERSON, NC 28640 | AFLAC | $122 | $0 | $122 | — |
| JESSICA L MILWOOD0 | 106 OBADIAH CT MOORESVILLE, NC 28115 | AFLAC | $96 | $0 | $96 | — |
| DAVID N MORGAN0 | 240 BEVERLY HILLS CIR APT 532 LYNCHBURG, VA 24502 | AFLAC | $89 | $0 | $89 | — |
| VICKI J MINCEY0 | PO BOX 1845 WEST JEFFERSON, NC 28694 | AFLAC | $73 | $0 | $73 | — |
| KIM J WILLIAMS0 | 3010 WILLIAMS RD LEWISVILLE, NC 27023 | AFLAC | $69 | $0 | $69 | — |
| JEREMY MICHAEL HASKELL0 | 136 TOCCOA AVE RALEIGH, NC 27603 | AFLAC | $69 | $0 | $69 | — |
| RICHARD SMITHSON0 Filed as: RICHARD A SMITHSON | 2145 SAULS PL ALPHARETTA, GA 30004 | AFLAC | $68 | $0 | $68 | — |
| SUSAN E HENSON0 Filed as: SUSAN E YOUNCE HENSON | PO BOXC 298 VILAS, NC 28692 | AFLAC | $65 | $0 | $65 | — |
| KATRINA D AIKEN0 | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $64 | $0 | $64 | — |
| DONNA S SPROUSE0 | PO BOX 11022 HICKORY, NC 28603 | AFLAC | $62 | $0 | $62 | — |
| KIMBERLY H SCHUSLER0 | 249 CRESSY RD BRADFORD, NH 03221 | AFLAC | $62 | $0 | $62 | — |
| C HARVEY KING0 | 1024 BENNINGTON DR CHARLESTON, SC 29492 | AFLAC | $59 | $0 | $59 | — |
| 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 | — |
| RETTA S RICE0 | 1001 4TH CREEK LANDING DR STATESVILLE, NC 28625 | AFLAC | $44 | $0 | $44 | — |
| GARRY D GOBLE0 | PO BOX 1664 TAYLORSVILLE, NC 28681 | AFLAC | $42 | $0 | $42 | — |
| MATTHEW D BUTLER0 | 1298 BUCKHORN WAY LOUDON, TN 37774 | AFLAC | $40 | $0 | $40 | — |
| FLORINDA S HARWOOD0 Filed as: FLORINDA S ABEE | PO BOX 1133 TAYLORSVILLE, NC 28681 | AFLAC | $39 | $0 | $39 | — |
| 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 | — |
| DEBORAH A WITHEY0 | 2149 6TH ST NW HICKORY, NC 28601 | AFLAC | $20 | $0 | $20 | — |
| TERRY J SILVERS0 | 100 GREENLEAF DR FLAT ROCK, NC 28731 | AFLAC | $19 | $0 | $19 | — |
| MATTHEW G BERGER0 Filed as: MATTHEW W PINER | 13633 WAVERTON LN HUNTERSVILLE, NC 28078 | AFLAC | $16 | $0 | $16 | — |
| KRYTONA E REYNOLDS0 | 520 W 6TH ST NEWTON, NC 28658 | AFLAC | $14 | $0 | $14 | — |
| DAVID L SAINE0 | 3564 SECTIONHOUSE RD HICKORY, NC 28601 | 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 | — |
| JENNIFER R SMITH0 | 206 DUNDEVE CIR HENDERSONVILLE, NC 28792 | AFLAC | $8 | $0 | $8 | — |
| DENA JORDAN0 Filed as: DENA JORDAN KILGORE | 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 | — |
| NICHOLAS R SAUNDERS0 | 471 BLUEMIST WAY ARDEN, NC 28704 | AFLAC | $5 | $0 | $5 | — |
| TONY J DELBEN0 | 143 SANDREED DR MOORESVILLE, NC 28117 | AFLAC | $5 | $0 | $5 | — |
| RONALD MOSTO II0 Filed as: RONALD S MOSTO II | 6610 HARVEST DR PAPILLION, NE 68133 | AFLAC | $5 | $0 | $5 | — |
| GLORIA K KRISS0 | 913 42ND AVE LN NE HICKORY, NC 28601 | AFLAC | $5 | $0 | $5 | — |
| JULIE W CRAIG0 | 4930 VILLAGE GREEN DR EL DORADO HILLS, CA 95762 | AFLAC | $3 | $0 | $3 | — |
| STEPHEN C SIBEL0 | 86 MAPLE AVE COLLEGEVILLE, PA 19426 | AFLAC | $1 | $0 | $1 | — |
| ACRISURE LLC0 Filed as: ACRISURE MIDWEST PART INS SERV LLC | 158 PRINTERS LN NEW LONDON, NC 28127 | 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 | 104 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC | 104 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 104 | — |
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.