| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH ROAD, SUITE 300 CHARLOTTE, NC 28211 | METROPOLITAN LIFE INSURANCE COMPANY | $16K | $8K | $24K | 12.76% |
| NFP INSURANCE SERVICES INC3 | 1250 SOUTH CAPITL OF TEXAS HIGHWAY BUILDING 2, SUITE 125 AUSTIN, TX 78746 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 0.81% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $3K | $8K | 16.06% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1250 S CAPITOL OF TEXAS HWY STE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $661 | $661 | 1.26% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH ROAD SUITE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $3K | $8K | 16.31% |
| NFP INSURANCE SERVICES INC5 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 3.00% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITOL OF TEXAS HWY STE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $659 | $659 | 1.32% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP | 1901 ROXBOROUGH RD STE 300 CHARLOTTE, NC 28211 | HEALTHIEST YOU | $3K | — | $3K | 10.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH ROAD SUITE 300 CHARLOTTE, NC 28211 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 23.26% |
| MARY E BLACKSTONE3 | 555 NORTH PLEASANT BURG DRIVE GREENVILLE, SC 29607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 14.18% |
| JUSTIN M GUIDI3 | 1039 44TH AVE SUITE 101 MYRTLE BEACH, SC 29577 | CONTINENTAL AMERICAN INSURANCE COMPANY | $834 | — | $834 | 3.70% |
| BISHOP INSURANCE, LLC3 | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $687 | — | $687 | 3.05% |
| KERRY COLVIN3 | 501 ROYAL DUTCH LN SIMPSONVILLE, SC 41518 | CONTINENTAL AMERICAN INSURANCE COMPANY | $415 | — | $415 | 1.84% |
| ANNA D BALDWIN3 | 555 N PLEASANTBURG DRIVE GREENVILLE, SC 29607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | — | $80 | 0.36% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 22.95% |
| NFP INSURANCE SERVICES INC5 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $654 | $654 | 3.00% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITOL OF TEXAS HWY STE 600 AUSTIN, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $270 | $270 | 1.24% |
| UNITED OF OMAHA LIFE INSURANCE CO5 | MUTUAL OF OMAHA PLAZA STE 300 OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $11K | $11K | 93.76% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $595 | $595 | 5.16% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITOL OF TEXAS HWY STE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $124 | $124 | 1.08% |
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 | 450 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 15 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 466 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 449 | $189K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 449 | $189K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 451 | $52K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 451 | $12K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 451 | $50K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 451 | $125K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 451 | — |
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.