| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROGER W. BROWN | 365 SCOTT FARM DR POWDER SPRINGS, GA 30127 | AFLAC | $2K | $51 | $2K | 4.42% |
| TIWAN L. BARNES3 | 41 ADAMS DRIVE NEWINGTON, CT 06111 | AFLAC | $1K | $37 | $1K | 2.12% |
| MISC AGENTS3 | EACH LESS THAN 100 IN COMMISSIONS SHERWOOD, WI 54169 | AFLAC | $801 | $24 | $825 | 1.68% |
| ASHLEY M MELTON3 | 2230 LLOYD DR SUMTER, SC 29154 | AFLAC | $720 | — | $720 | 1.46% |
| LESTER D PARK3 | 203 CLEARMEADOW DR COLUMBIA, SC 29299 | AFLAC | $438 | — | $438 | 0.89% |
| HEYWARD RICHARDSON JR3 | 161 PONTIAC BUSINESS CENTER DR STE ELGIN, SC 29045 | AFLAC | $220 | $10 | $230 | 0.47% |
| SAMANTHA J LEITERITZ3 Filed as: SAMANTHA J ENGELBRECHT | 1137 RALEIGH ST GREEN BAY, WI 54304 | AFLAC | $143 | $23 | $166 | 0.34% |
| TRECIA J BRADY3 Filed as: TRECIA J. BRADY | 71 NUTMEG COURT MIDDLETOWN, CT 06457 | AFLAC | $147 | — | $147 | 0.30% |
| AARON R. RANKINEN3 | W5008 GOLF COURSE ROAD, #601 SHERWOOD, WI 54169 | AFLAC | $136 | — | $136 | 0.28% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROGER W. BROWN | 1805 GILBERT DRIVE FLORENCE, SC 29506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $389 | — | $389 | 1.95% |
| TIWAN L. BARNES3 | 41 ADAMS DRIVE NEWINGTON, CT 06111 | CONTINENTAL AMERICAN INSURANCE COMPANY | $314 | — | $314 | 1.58% |
| JOSE A SCHIENEMAN3 Filed as: JOSE SCHIENEMAN | 1020 NORTH DELAWARE AVENUE, 4TH FL. PHILADELPHIA, PA 19125 | CONTINENTAL AMERICAN INSURANCE COMPANY | $190 | — | $190 | 0.95% |
| MJ INSURANCE3 Filed as: VARIOUS AGENTS | PAID LESS THAN 41 SHERWOOD, WI 54169 | CONTINENTAL AMERICAN INSURANCE COMPANY | $124 | — | $124 | 0.62% |
| TRECIA J BRADY3 Filed as: TRECIA J. BRADY | 2275 SILAS DEANE HIGHWAY ROCKY HILL, CT 06067 | CONTINENTAL AMERICAN INSURANCE COMPANY | $112 | — | $112 | 0.56% |
| AARON R. RANKINEN3 | W5008 GOLF COURSE ROAD, #601 SHERWOOD, WI 54169 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.27% |
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 | 266 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 266 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 271 | $170K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 266 | $164K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 266 | $233K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 271 | — |
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.