| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ MT DONAHOE & ASSOC. LLC | 9841 BROKEN LAND PARKWAY SUITE 116 COLUMBIA, MD 21046 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $24K | $5K | $28K | 2.05% |
| AMWINS3 Filed as: AMWINS CONNECT ADMINISTRATORS INC. | 6 NORTH PARK DIRVE SUITE 310 HUNTS VALLEY, MD 21030 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $2K | $440 | $3K | 0.19% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | P.O. BOX 896620 CHARLOTTE, NC 28289 | STANDARD INSURANCE COMPANY | $9K | — | $9K | 7.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 5850 WATERLOO RD. STE 240 COLUMBIA, MD 21045 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | — | $12K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 2211 7TH AVE. S BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.10% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 5850 WATERLOO RD. STE 240 COLUMBIA, MD 21045 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | — | $10K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 2211 7TH AVE. S BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.34% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | P.O. BOX 896620 CHARLOTTE, NC 28289 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 5850 WATERLOO RD. STE 240 COLUMBIA, MD 21045 | MUTUAL OF OMAHA INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 2211 7TH AVE. S BIRMINGHAM, AL 35233 | MUTUAL OF OMAHA INSURANCE COMPANY | — | $632 | $632 | 3.58% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 5850 WATERLOO RD. STE 240 COLUMBIA, MD 21045 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 2211 7TH AVE. S BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $523 | $523 | 3.35% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 5850 WATERLOO RD SUITE 240 COLUMBIA, MD 21045 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
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 | 197 | 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) | 197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 372 | $1.4M |
| Dental | STANDARD INSURANCE COMPANY | 165 | $133K |
| Vision(2 contracts, 2 carriers) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 372 | $1.4M |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 197 | $24K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 197 | $64K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 126 | $80K |
| Other(3 contracts, 2 carriers) | MUTUAL OF OMAHA INSURANCE COMPANY | 197 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 372 | — |
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.