| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROGER W. BROWN | 355 SCOTT FARM DRIVE POWDER SPRINGS, GA 30127 | AFLAC | $2K | — | $2K | 3.94% |
| MJ INSURANCE3 Filed as: VARIOUS AGENTS | EACH PAID 100 OR LESS COLUMBIA, SC 29223 | AFLAC | $779 | — | $779 | 2.00% |
| TIWAN L. BARNES3 | 41 ADAM DRIVE NEWINGTON, CT 06111 | AFLAC | $728 | — | $728 | 1.87% |
| ASHLEY M MELTON3 Filed as: ASHLEY M. MELTON | 2230 LLOYD DRIVE SUMTER, SC 29154 | AFLAC | $545 | — | $545 | 1.40% |
| LESTER D PARK3 Filed as: LESTER D. PARK | 203 CLEARMEADOW DRIVE COLUMBIA, SC 29229 | AFLAC | $329 | — | $329 | 0.84% |
| HEYWARD RICHARDSON JR3 Filed as: HEYWARD RICHARDSON, JR. | 140 WILDEWOOD PARK DRIVE, SUITE 108 COLUMBIA, SC 29223 | AFLAC | $176 | — | $176 | 0.45% |
| TRECIA J BRADY3 Filed as: TRECIA J. BRADY | 71 NUTMEG CT MIDDLETOWN, CT 06457 | AFLAC | $114 | — | $114 | 0.29% |
| AARON R. RANKINEN3 | 2081 MEADOWVIEW STREET KAUKAUNA, WI 54130 | AFLAC | $107 | — | $107 | 0.27% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROGER W. BROWN | 1805 GILBERT DRIVE FLORENCE, SC 29506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $130 | — | $130 | 1.83% |
| TIWAN L. BARNES3 | 41 ADAMS DRIVE NEWINGTON, CT 06111 | CONTINENTAL AMERICAN INSURANCE COMPANY | $114 | — | $114 | 1.60% |
| MJ INSURANCE3 Filed as: VARIOUS AGENTS | PAID LESS THAN 24 EACH CLINTON, CT 06413 | CONTINENTAL AMERICAN INSURANCE COMPANY | $83 | — | $83 | 1.17% |
| JOSE A SCHIENEMAN3 Filed as: JOSE SCHIENEMAN | 1881 S CARRAIGE LANE CHANDLER, AZ 85286 | CONTINENTAL AMERICAN INSURANCE COMPANY | $64 | — | $64 | 0.90% |
| TRECIA J BRADY3 Filed as: TRECIA J. BRADY | 2275 SILAS DEANE HIGHWAY ROCKY HILL, CT 06067 | CONTINENTAL AMERICAN INSURANCE COMPANY | $41 | — | $41 | 0.58% |
| BROWN AND BROWN OF FLORIDA, INC. Filed as: ROGER W. BROWN | 355 SCOTT FARM DRIVE POWDER SPRINGS, GA 30127 | AFLAC | $135 | — | $135 | 3.12% |
| TIWAN L. BARNES | 41 ADAM DRIVE NEWINGTON, CT 06111 | AFLAC | $115 | — | $115 | 2.65% |
| MJ INSURANCE Filed as: VARIOUS AGENTS | PAID LESS THAN 20 EACH CANTON, CT 06019 | AFLAC | $101 | — | $101 | 2.33% |
| ASHLEY M MELTON Filed as: ASHLEY M. MELTON | 2230 LLOYD DRIVE SUMTER, SC 29154 | AFLAC | $61 | — | $61 | 1.41% |
| LESTER D PARK Filed as: LESTER D. PARK | 203 CLEARMEADOW DRIVE COLUMBIA, SC 29229 | AFLAC | $37 | — | $37 | 0.85% |
| JOHN W BRADY | 71 NUTMEG CT MIDDLETOWN, CT 06457 | AFLAC | $31 | — | $31 | 0.72% |
| TRECIA J BRADY Filed as: TRECIA J. BRADY | 71 NUTMEG CT MIDDLETOWN, CT 06457 | AFLAC | $31 | — | $31 | 0.72% |
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 | 302 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 302 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY | 0 | $317K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 296 | $217K |
| Other(5 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 296 | $267K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 296 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.