| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAWN D JOHNSTON3 | 1884 OLD NEW BERN RD CHOCOWINITY, NC 27817 | AFLAC | $12K | $253 | $12K | 10.46% |
| AUBREY G PHELPS3 | 81 SAMANTHA DR PLYMOUNTH, NC 27962 | AFLAC | $1K | $61 | $2K | 1.30% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROBERT A BROWN | 108 W ACADEMY ST WILLIAMSTON, NC 27892 | AFLAC | $971 | $4 | $975 | 0.83% |
| LINDA L FELTON3 | 119 SHARPS LN HERTFORD, NC 27944 | AFLAC | $449 | $0 | $449 | 0.38% |
| ANNE H MARTIN3 | 3239 MOUNT TABOR RD CRESWELL, NC 27928 | AFLAC | $446 | $0 | $446 | 0.38% |
| SONYA CARTER3 | 164 HAMPTON HOBBS RD FAISON, NC 28341 | AFLAC | $419 | $0 | $419 | 0.36% |
| JOAN H DIXON3 | 1896 OLD NEW BERN RD CHOCOWINITY, NC 27817 | AFLAC | $415 | $0 | $415 | 0.35% |
| LAURA S AMBROSE3 | 3552 GODARD TOWN RD WASHINGTON, NC 27889 | AFLAC | $399 | $0 | $399 | 0.34% |
| MASON C LEE3 | 2507 NASH ST NW WILSON, NC 27896 | AFLAC | $228 | $0 | $228 | 0.19% |
| JOANN SPIVEY3 | 113 CREEK TRL HERTFORD, NC 27944 | AFLAC | $227 | $0 | $227 | 0.19% |
| SUSAN C BRADLEY3 | 4586 MARKET STREET EXT WASHINGTON, NC 27889 | AFLAC | $213 | $0 | $213 | 0.18% |
| RUSSELL W TINNEY3 | 3440 TORRINGTON WAY APT 7 FAYETTEVILLE, NC 28317 | AFLAC | $209 | $0 | $209 | 0.18% |
| JUSTIN C LAMB3 | 5350 LAKE LIZZIE DR SAINT CLOUD, FL 34771 | AFLAC | $205 | $0 | $205 | 0.17% |
| KATHRYN T MINSCHEW3 | 1239 BRICKHOUSE POINT RD ELIZABETH CITY, NC 27909 | AFLAC | $146 | $57 | $203 | 0.17% |
| GARY W GREENE3 | 505 GOLF VIEW DR GREENVILLE, NC 27834 | AFLAC | $172 | $0 | $172 | 0.15% |
| LARRY A WESTON JR3 | 321 WINDSOR RD GREENVILLE, NC 27858 | AFLAC | $136 | $0 | $136 | 0.12% |
| MICHAEL HOWARD WEEKS3 | 160 ELLIOT RD AYDLETT, NC 27916 | AFLAC | $127 | $0 | $127 | 0.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BLVD STE A WOODBURY, NJ 11797 | AFLAC | $120 | $0 | $120 | 0.10% |
| WILLIAM D CARTER3 | 164 HAMTON HOBBS RD FAISON, NC 28341 | AFLAC | $70 | $0 | $70 | 0.06% |
| LINDA MCCOY3 | 143 BROWN AVE COVE CITY, NC 28523 | AFLAC | $63 | $0 | $63 | 0.05% |
| DAVID N MORGAN3 | 1904 ELLIS DR MAIDENS, VA 23102 | AFLAC | $48 | $0 | $48 | 0.04% |
| KRISTI LESLIE3 | 104 N OAK ST PRATT, KS 67124 | AFLAC | $45 | $0 | $45 | 0.04% |
| SANDRA HADDOCK3 | 115 JONES CIR CHOCOWINITY, NC 27817 | AFLAC | $40 | $0 | $40 | 0.03% |
| BRIAN W PATTEN3 | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $34 | $0 | $34 | 0.03% |
| RYAN P BENEDICT3 | 2007 OVERLOOK CT CANONSBURG, PA 15317 | AFLAC | $26 | $0 | $26 | 0.02% |
| CYNTHIA KAY PATTEN3 | 121 BUCKTHORN RD BADEN, PA 15005 | AFLAC | $25 | $0 | $25 | 0.02% |
| JEFFREY L GODWIN3 | 132 N ENGLEWOOD DR ROCK MOUNT, NC 27804 | AFLAC | $23 | $0 | $23 | 0.02% |
| JILL R LAMBERT3 Filed as: JILL W DENTON | 3500 WESTGATE DR STE 602 DURHAM, NC 27707 | AFLAC | $22 | $0 | $22 | 0.02% |
| JOHANNES C BUBBERT3 | 342 52ND ST LINDENHURST, NY 11757 | AFLAC | $20 | $0 | $20 | 0.02% |
| LAUREN E SKINNER3 | 1225 NORRIS ST RELEIGH, NC 27604 | AFLAC | $19 | $0 | $19 | 0.02% |
| MATTHEW S MCCLAY3 | 1086 MANSFIELD AVE INDIANA, PA 15701 | AFLAC | $18 | $0 | $18 | 0.02% |
| GORDON K VANN3 | 2156 WESLEY LN GREENVILLE, NC 27858 | AFLAC | $17 | $0 | $17 | 0.01% |
| ROBERT P KELLAND JR3 | 10600 WHITE RABBIT RD RICHMOND, VA 23235 | AFLAC | $16 | $0 | $16 | 0.01% |
| CHRISTOPHER PAUL FARGOTSTEIN3 Filed as: CHRISTOPHER PAUL FORGOTSTEIN | 120 MARGUERITE DR CRANBERRY TWP, PA 16066 | AFLAC | $14 | $0 | $14 | 0.01% |
| K EARLE ABERNETHY3 | 2902 SHERYL DR KINSTON, NC 28504 | AFLAC | $14 | $0 | $14 | 0.01% |
| JOSEPH W CALABRO SR3 | 36 ROBINHOOD DR CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $13 | $0 | $13 | 0.01% |
| ROY D MUNSTER3 | 8332 CHARING LN GLEN ALLEN, VA 23059 | AFLAC | $12 | $0 | $12 | 0.01% |
| PHYLLIS DAWN HESLEP3 | 301 HARBOUR PLACE DR UNIT 1202 TAMPA, FL 33602 | AFLAC | $9 | $0 | $9 | 0.01% |
| STEPHEN M SMITH3 | 10374 ALEXANDER MARTIN AVE CHARLOTTE, NC 28277 | AFLAC | $6 | $0 | $6 | 0.01% |
| STEPHEN STRICKLAND3 | 147 WARREN DR ROANOKE RAPIDS, NC 27870 | AFLAC | $5 | $0 | $5 | 0.00% |
| HEATHER BARTLEY3 | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $5 | $0 | $5 | 0.00% |
| DUANE A ADAMS3 | 11520 NUCKOLS RD STE 103 GLEN ALLEN, VA 23059 | AFLAC | $3 | $0 | $3 | 0.00% |
| JANE W BARNHILL3 | 536 DOVERFIELD DR INDIAN TRAIL, NC 28079 | AFLAC | $3 | $0 | $3 | 0.00% |
| RONALD E KIRKLAND3 | 1044 HARBOR RIDGE RD GUNTERSVILLE, AL 35976 | AFLAC | $2 | $0 | $2 | 0.00% |
| GEORGE WILLIAMS3 Filed as: GEORGE LOWNDES WILLIAMS | 208 GRAND PARK BLVD CHARLESTON, SC 29492 | AFLAC | $1 | $0 | $1 | 0.00% |
| LARA K GRANDE3 | 117 MORNING MIST LN FRANKLIN, TN 37064 | AFLAC | $1 | $0 | $1 | 0.00% |
| MICHAEL R MARTIN3 | 32 OLD HICKORY PITTSBORO, NC 27312 | AFLAC | $1 | $0 | $1 | 0.00% |
| SEAN R HILDRETH3 | 434 TUCKER RD GRIMESLAND, NC 27837 | AFLAC | $1 | $0 | $1 | 0.00% |
| AMELIA MORGAN3 Filed as: AMELIA KAY MORGAN | 1904 ELLIS DR MAIDENS, VA 23102 | AFLAC | $1 | $0 | $1 | 0.00% |
| MARK D LUTHER3 | 300 LOOP RD SHERWOOD, AR 72120 | AFLAC | $1 | $0 | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | $412 | $14K | 15.44% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 3625 N ELM ST #200 GREENSBORO, NC 27455 | STANDARD INSURANCE COMPANY | $9K | $3K | $12K | 21.17% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $1K | $0 | $1K | 1.93% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 3625 N ELM ST #200 GREENSBORO, NC 27455 | STANDARD INSURANCE COMPANY | $8K | $2K | $10K | 21.30% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $979 | $0 | $979 | 2.08% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 3625 N ELM ST #200 GREENSBORO, NC 27455 | STANDARD INSURANCE COMPANY | $7K | $2K | $10K | 21.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $800 | $0 | $800 | 1.77% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 2301 SUGAR BUSH ROAD SUITE 600 RALEIGH, NC 27612 | COMMUNITY EYE CARE | $2K | $0 | $2K | 100.00% |
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 | 204 | 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) | 204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 164 | $91K |
| Vision | COMMUNITY EYE CARE | 225 | $2K |
| Life insurance | STANDARD INSURANCE COMPANY | 220 | $47K |
| Short-term disability | STANDARD INSURANCE COMPANY | 84 | $45K |
| Long-term disability | STANDARD INSURANCE COMPANY | 220 | $59K |
| Other(2 contracts, 2 carriers) | AFLAC | 220 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 225 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.