| 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 | 3.90% |
| TIWAN L. BARNES3 | 41 ADAM DRIVE NEWINGTON, CT 06111 | AFLAC | $731 | — | $731 | 1.89% |
| MJ INSURANCE3 Filed as: VARIOUS AGENTS | PAID LESS THAN 99 EACH COLUMBIA, SC 29223 | AFLAC | $724 | — | $724 | 1.87% |
| ASHLEY M MELTON3 Filed as: ASHLEY M. MELTON | 2230 LLOYD DRIVE SUMTER, SC 29154 | AFLAC | $545 | — | $545 | 1.41% |
| LESTER D PARK3 Filed as: LESTER D. PARK | 21726 GLENBRIDGE ROAD BLOOMINGTON, IL 61704 | AFLAC | $323 | — | $323 | 0.83% |
| HEYWARD RICHARDSON JR3 Filed as: HEYWARD RICHARDSON, JR. | 1163 MCCORDS FERRY ROAD LUGOFF, SC 29078 | AFLAC | $176 | — | $176 | 0.45% |
| TRECIA J BRADY3 Filed as: TRECIA J. BRADY | 71 NUTMEG CT MIDDLETOWN, CT 06457 | AFLAC | $115 | — | $115 | 0.30% |
| AARON R. RANKINEN3 | 2081 MEADOWVIEW STREET KAUKAUNA, WI 54130 | AFLAC | $110 | — | $110 | 0.28% |
| SAMANTHA J LEITERITZ3 Filed as: SAMANTHA J. LEITERITZ | 305 PROGRESS WAY, SUITE 204 KAUKAUNA, WI 54130 | AFLAC | $100 | — | $100 | 0.26% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROGER W. BROWN | 355 SCOTT FARM DRIVE POWDER SPRINGS, GA 30127 | AFLAC | $160 | — | $160 | 3.55% |
| TIWAN L. BARNES3 | 41 ADAM DRIVE NEWINGTON, CT 06111 | AFLAC | $99 | — | $99 | 2.20% |
| MJ INSURANCE3 Filed as: VARIOUS AGENTS | PAID LESS THAN 23 EACH CANTON, CT 06019 | AFLAC | $88 | — | $88 | 1.96% |
| ASHLEY M MELTON3 Filed as: ASHLEY M. MELTON | 2230 LLOYD DRIVE SUMTER, SC 29154 | AFLAC | $72 | — | $72 | 1.60% |
| LESTER D PARK3 Filed as: LESTER D. PARK | 1726 GLENBRIDGE ROAD BLOOMINGTON, IL 61704 | AFLAC | $46 | — | $46 | 1.02% |
| JOHN W BRADY3 Filed as: JOHN W. BRADY | 71 NUTMEG CT MIDDLETOWN, CT 06457 | AFLAC | $37 | — | $37 | 0.82% |
| TRECIA J BRADY3 Filed as: TRECIA J. BRADY | 71 NUTMEG CT MIDDLETOWN, CT 06457 | AFLAC | $27 | — | $27 | 0.60% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP PROPERTY & CASUALTY SERVICES | 99 TROY ROAD, P.O. BOX 640 EAST GREENBUSH, NY 12061 | FEDERAL INSURANCE COMPANY/CHUBB | $541 | — | $541 | 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 | 288 | 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) | 288 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 288 | $252K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 141 | $242K |
| Long-term disability(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 141 | $268K |
| Other(4 contracts, 3 carriers) | AFLAC | 286 | $48K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 288 | — |
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.