| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES | 113 S WAYNE AVENUE WAYNESBORO, VA 22980 | ANTHEM HEALTH PLANS OF VIRGINIA INC. | $10K | — | $10K | 0.92% |
| BENEFIT COMPANY INC OF SC3 | P O BOX 211486 COLUMBIA, SC 29221 | ANTHEM HEALTH PLANS OF VIRGINIA INC. | $3K | — | $3K | 0.23% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 113 S. WAYNE AVE. WAYNESBORO, VA 22980 | ANTHEM HEALTHKEEPERS INC. | $10K | — | $10K | 1.09% |
| BENEFIT COMPANY INC OF SC3 | P O BOX 211486 COLUMBIA, SC 29221 | ANTHEM HEALTHKEEPERS INC. | $3K | — | $3K | 0.28% |
| BB&T INSURANCE SERVICES, INC.3 | 3605 GLENWOOD AVE STE 201 RALEIGH, NC 27612 | SUNLIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 6.26% |
| MANAGED BENEFITS, INC.3 Filed as: MANAGED BENEFITS INC. | 4900 COX ROAD STE 170 GLEN ALLEN, VA 23060 | SUNLIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 1.36% |
| BB&T INSURANCE SERVICES, INC.3 | 2108 W. LABURNUM AVE. SUITE 310 RICHMOND, VA 23227 | ANTHEM HEALTH PLANS OF VIRGINIA INC. | $2K | — | $2K | 2.63% |
| MANAGED BENEFITS, INC.3 Filed as: MANAGED BENEFITS INC | 4900 COX RD STE 170 GLEN ALLEN, VA 23060 | ANTHEM HEALTH PLANS OF VIRGINIA INC. | $509 | — | $509 | 0.63% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY INC. | P.O. BOX 211486 COLUMBIA, SC 29221 | AMERICAN HERITAGE LIFE INSURANCE COMPANY (ALLSTATE) | $6K | — | $6K | 10.98% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 3605 GLENWOOD AVENUE SUITE 190 RALEIGH, NC 276124959 | AMERICAN HERITAGE LIFE INSURANCE COMPANY (ALLSTATE) | $6K | — | $6K | 9.97% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 3605 GLENWOOD AVE STE 201 RALEIGH, NC 27612 | VISION SERVICE PLAN | $981 | — | $981 | 2.43% |
| PEAK PERFORMANCE GROUP LLC4 Filed as: PEAK PERFORMANCE GRP LLC | 7501 BOULDER VIEW DR. SUITE 220 NORTH CHESTERFIELD, VA 23225 | PRE-PAID LEGAL SERVICES INC.DBA LEGALSHIELD | $119 | — | $119 | 9.41% |
| PAMELA HOOD4 | 12620 HAW BRANCH LN AMELIA COURTHOUSE, VA 23002 | PRE-PAID LEGAL SERVICES INC.DBA LEGALSHIELD | $4 | — | $4 | 0.32% |
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 | 219 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 222 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM HEALTH PLANS OF VIRGINIA INC. | 266 | $2.0M |
| Dental | ANTHEM HEALTH PLANS OF VIRGINIA INC. | 188 | $81K |
| Vision(3 contracts, 3 carriers) | ANTHEM HEALTH PLANS OF VIRGINIA INC. | 266 | $2.1M |
| Life insurance | SUNLIFE ASSURANCE COMPANY OF CANADA | 219 | $123K |
| Short-term disability | SUNLIFE ASSURANCE COMPANY OF CANADA | 219 | $123K |
| Long-term disability | SUNLIFE ASSURANCE COMPANY OF CANADA | 219 | $123K |
| Prescription drug(2 contracts, 2 carriers) | ANTHEM HEALTH PLANS OF VIRGINIA INC. | 266 | $2.0M |
| Other(3 contracts, 3 carriers) | SUNLIFE ASSURANCE COMPANY OF CANADA | 219 | $181K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 266 | — |
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.