| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $832 | $832 | 0.83% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $785 | $8K | 16.65% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $414 | $5K | 16.51% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $379 | $3K | 11.69% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $157 | $3K | 15.84% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $930 | $930 | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $286 | $3K | 16.70% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $839 | $839 | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $217 | $2K | 16.52% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $712 | $712 | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $188 | $2K | 16.73% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $546 | $546 | 5.00% |
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 | 317 | 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) | 317 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 158 | $101K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 158 | $22K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 317 | $58K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 138 | $19K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 317 | $27K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 317 | $89K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 317 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.