| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 7701 AIRPORT CENTER DRIVE STE 1800 GREENSBORO, NC 27409 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $14K | $14K | 1.16% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $10K | $10K | 0.84% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 620 S 21ST ST FORT SMITH, AR 72901 | DELTA DENTAL PLAN OF ARKANSAS | $6K | — | $6K | 10.50% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $872 | $872 | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 620 S 21ST ST FORT SMITH, AR 72901 | DELTA DENTAL PLAN OF ARKANSAS | $2K | — | $2K | 10.84% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $626 | $3K | 20.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $526 | $526 | 5.00% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $375 | $2K | 20.01% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 1465 E JOYCE BLVD FAYETTEVILLE, AR 72703 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $520 | — | $520 | 15.00% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $173 | $173 | 4.99% |
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 | 152 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 152 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 155 | $1.2M |
| Dental | DELTA DENTAL PLAN OF ARKANSAS | 197 | $61K |
| Vision | DELTA DENTAL PLAN OF ARKANSAS | 159 | $14K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 152 | $28K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 35 | $17K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 20 | $11K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 152 | $48K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 197 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.