| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RUSSELL L BERMAN3 Filed as: RUSSELL BERMAN | 2595 KELLER RD LONG LAKE, MN 55356 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $54K | — | $54K | 0.99% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MCGRIFF, A MARSH & MCLENNAN AGENCY | ATTN ACCOUNTING 7701 AIRPORT CENTER DR, SUITE 1800 GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $67K | $9K | $76K | 16.41% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | RUSSELL BERMAN P.O. BOX 896620 CHARLOTTE, NC 28289 | DELTA DENTAL OF NORTH CAROLINA | $53K | — | $53K | 13.69% |
| MARSH & MCLENNAN AGENCY LLC3 | RUSSELL BERMAN 161 WASHINGTON ST, STE 1200 CONSHOHOCKEN, PA 19428 | DELTA DENTAL OF NORTH CAROLINA | $5K | — | $5K | 1.26% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 896620 CHARLOTTE, NC 28289 | KAISER FOUNDATION HEALTH PLAN, INC. | $8K | — | $8K | 4.31% |
| MARSH & MCLENNAN AGENCY LLC3 | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | VISION SERVICE PLAN | $2K | — | $2K | 2.72% |
| MCGRIFF INSURANCE SERVICES INC3 | P O BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $870 | — | $870 | 1.17% |
| ACETI, DANIEL, GINO3 Filed as: ACETI, DANIEL GINO | 7804 FAIRVIEW RD #266 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $881 | $2K | $3K | 12.37% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES, INC | 1250 CAPITAL OF TEXAS HWY BLDG 2 SUITE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $13 | $13 | 0.06% |
| SHANA NICOLE CRAIG3 | 48 BOONE ST SPRUCE PINE, NC 28777 | AFLAC | $596 | $102 | $698 | 5.28% |
| DAVID STORY3 | 707 MEADOW LANE KINGSPORT, TN 37663 | AFLAC | $339 | — | $339 | 2.56% |
| JAIME SUE MARTINEZ3 Filed as: JAIME DANIELSON MARTINEZ | P.O. BOX 524 BLACK MOUNTAIN, NC 28711 | AFLAC | $132 | $18 | $150 | 1.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $145 | — | $145 | 1.10% |
| JACKSON D RHODES3 Filed as: JACKSON RHODES | 2332 VOLUNTEER PKWY BRISTOL, TN 37620 | AFLAC | $118 | — | $118 | 0.89% |
| KELI RICHMOND3 | 230 BART GREEN DRIVE JOHNSON CITY, TN 37615 | AFLAC | $105 | — | $105 | 0.79% |
| AUSTIN RADER3 | 525 W OAKLAND AVE SUITE 7 JOHNSON CITY, TN 37604 | AFLAC | $56 | — | $56 | 0.42% |
| CANDICE BRUNO3 | 23 BAILEY RD CANDLER, NC 28715 | AFLAC | $30 | — | $30 | 0.23% |
| LAUREN GREENWOOD3 Filed as: LAUREN S. GREENWOOD | 1026 PENNINGTON DR LANCASTER, SC 29720 | AFLAC | $30 | — | $30 | 0.23% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $20 | — | $20 | 0.15% |
| RYAN DREBING3 | 2112 N ROAN STREET SUITE 702 JOHNSON CITY, TN 37601 | AFLAC | $20 | — | $20 | 0.15% |
| JO ANN KIRKLAND3 | 1044 HARBOR RIDGE ROAD GUNTERSVILLE, AL 35976 | AFLAC | $19 | — | $19 | 0.14% |
| JONATHAN DUNN3 | 3337 TWIN RIDGE DRIVE CHARLOTTE, NC 28210 | AFLAC | $11 | — | $11 | 0.08% |
| MINDY HARRIS3 | 1158 WHITEHALL HILL RD YORK, SC 29745 | AFLAC | $7 | — | $7 | 0.05% |
| BRENT GOODE3 | 2000 GLEN ECHO RD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $6 | — | $6 | 0.05% |
| ACRISURE LLC3 Filed as: ACRISURE MIDWEST PART INS SERV LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $5 | — | $5 | 0.04% |
| CARLA WITHERINGTON3 | 1405 HERRING DRIVE COVINGTON, TN 38019 | AFLAC | $5 | — | $5 | 0.04% |
| DENA JORDAN3 Filed as: DENA KILGORE | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $3 | — | $3 | 0.02% |
| DALE I DAVIS3 Filed as: DALE DAVIS | 5892 CEDARCREEK LANE LEXINGTON, KY 40515 | AFLAC | $3 | — | $3 | 0.02% |
| JAY OLEARY3 | 1802 EAVES CT NOLENSVILLE, TN 37135 | AFLAC | $2 | — | $2 | 0.02% |
| JOSEPH LEDOUX3 | 2411 CARTER AVE NASHVILLE, TN 37206 | AFLAC | $1 | — | $1 | 0.01% |
| ROGER MURRAY JOHNSON3 Filed as: ROGER JOHNSON | 5936 ENCLAVE DR MURFREESBORO, TN 37128 | AFLAC | $1 | — | $1 | 0.01% |
| ALAN W MARTIN3 Filed as: ALAN MARTIN | 12524 MALLARD BAY DRIVE KNOXVILLE, TN 37922 | AFLAC | $1 | — | $1 | 0.01% |
| JOANNA G MATHERLY3 Filed as: JOANNA MATHERLY | 4581 MAJESTIC MEADOWS DRIVE ARRINGTON, TN 37014 | AFLAC | $1 | — | $1 | 0.01% |
| GEORGE WILLIAMS3 | 208 GRAND PARK BLVD CHARLESTON, SC 29492 | AFLAC | $1 | — | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 896620 CHARLOTTE, NC 28289 | AFLAC | $852 | — | $852 | 8.76% |
| JOHANN SCRIMSHIRE3 | 200 S MAIN ST SUITE 130-405 SEBASTOPOL, CA 95472 | AFLAC | $627 | $121 | $748 | 7.69% |
| RONDA MATHEW3 | 2030 13TH STREET APT 3 SACRAMENTO, CA 95818 | AFLAC | $158 | $24 | $182 | 1.87% |
| MARK C. HUBER3 Filed as: MARK HUBER | 51 HOFF RD KENWOOD, CA 95409 | AFLAC | $124 | — | $124 | 1.27% |
| TIMOTHY FRANCIS RANUIO3 Filed as: TIMOTHY RANUIO | 4420 SPRINGWOOD DR NAPA, CA 94558 | AFLAC | $79 | $24 | $103 | 1.06% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $46 | — | $46 | 0.47% |
| CHRIS KELLY3 | 252 WIKIUP MEADOWS DRIVE SANTA ROSA, CA 95403 | AFLAC | $35 | — | $35 | 0.36% |
| ACRISURE LLC3 Filed as: ACRISURE MIDWEST PART INS SERV LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $18 | — | $18 | 0.18% |
| MICHAEL H BOOTH3 | 5325 ALHAMBRA VALLEY ROAD MARTINEZ, CA 94553 | AFLAC | $18 | — | $18 | 0.18% |
| JAMIE JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $7 | — | $7 | 0.07% |
| LES HEINSEN INS SERVICES INC3 | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $6 | — | $6 | 0.06% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $3 | — | $3 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL JAMES RHODD | 4160 GREEN VALLEY ROAD FAIRFIELD, CA 94534 | AFLAC | $1 | — | $1 | 0.01% |
| AMY LUDWICK3 | 229 MCKAYS POINT PL WEST SACRAMENTO, CA 95605 | AFLAC | $1 | — | $1 | 0.01% |
| PETER T ARNOLD3 Filed as: PETER ARNOLD | 8874 PORTIA DR RENO, NV 89506 | AFLAC | $1 | — | $1 | 0.01% |
| VIGILANT GROUP, LLC3 | 7808 E CYPRESS STREET SCOTTSDALE, AZ 85257 | AFLAC | $1 | — | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 896620 CHARLOTTE, NC 28289 | AFLAC | $837 | — | $837 | 8.87% |
| DEBBIE ST JOHN3 | 290 SIDNEY DR GRIFFIN, GA 30223 | AFLAC | $739 | — | $739 | 7.83% |
| THOMAS BAXTER3 | P O BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $487 | — | $487 | 5.16% |
| DIANNE J RAY3 Filed as: DIANNE RAY | 290 SIDNEY DR GRIFFIN, GA 30223 | AFLAC | $153 | — | $153 | 1.62% |
| AUSTIN J RICE3 Filed as: AUSTIN RICE | 201 SADDLEHORN TRL BALL GROUND, GA 30107 | AFLAC | $110 | — | $110 | 1.17% |
| DONNA M JOHNSON3 Filed as: DONNA JOHNSON | 27523 PARK DRIVE LOT B ORANGE BEACH, AL 36561 | AFLAC | $62 | — | $62 | 0.66% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICE | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $49 | — | $49 | 0.52% |
| ANDY B GLENN II3 Filed as: ANDY GLENN II | 2999 DOUGLAS BLVD SUITE 180 ROSEVILLE, CA 95661 | AFLAC | $38 | — | $38 | 0.40% |
| BETTY C PAYNE3 Filed as: BETTY PAYNE | 2771 UPPER PAW PAW RD MARSHALL, NC 28753 | AFLAC | $26 | — | $26 | 0.28% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $13 | — | $13 | 0.14% |
| JAMIE JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $11 | — | $11 | 0.12% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $3 | — | $3 | 0.03% |
| THOMAS J STEPHENSON3 Filed as: THOMAS STEPHENSON | 31 STADELMAN CT CARTERSVILLE, GA 30120 | AFLAC | $2 | — | $2 | 0.02% |
| DAVID C CLOUD JR3 Filed as: DAVID CLOUD JR | 12 TRENT DRIVE SE ROME, GA 30161 | AFLAC | $2 | — | $2 | 0.02% |
| ACRISURE LLC3 Filed as: ACRISURE MIDWEST PART INS SERV LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $2 | — | $2 | 0.02% |
| DENA JORDAN3 Filed as: DENA KILGORE | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $1 | — | $1 | 0.01% |
| JONATHAN W MCCUTCHEON3 Filed as: JONATHAN MCCUTCHEON | 1150 MALLARD LAKE DRIVE BOGART, GA 30622 | AFLAC | $1 | — | $1 | 0.01% |
| AMY A O SHIELDS3 Filed as: AMY O SHIELDS | 5159 CALGARY DR DOUGLASVILLE, GA 30135 | AFLAC | $1 | — | $1 | 0.01% |
| CHARLES S MADISON3 Filed as: CHARLES MADISON | 3330 COBB PARKWAY NW SUITE 324-3 ACWORTH, GA 30101 | AFLAC | $1 | — | $1 | 0.01% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN JOHNSON | 58 MODA LN ATLANTA, GA 30316 | AFLAC | $1 | — | $1 | 0.01% |
| ALEXANDER WARD3 | 5194 FOREST VIEW COURT SE MABLETON, GA 30126 | AFLAC | $1 | — | $1 | 0.01% |
| TARRAH SMITHSON3 | 2145 SAULS PLACE ALPHARETTA, GA 30004 | AFLAC | $1 | — | $1 | 0.01% |
| STEVEN VORDERLANDWEHR3 | 1018 HIGHGROVE DR MONROE, GA 30655 | AFLAC | $1 | — | $1 | 0.01% |
| AMY KLUTTZ3 | 5496 MOUNT PLEASANT RD S CONCORD, NC 28025 | AFLAC | $286 | — | $286 | 4.55% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $200 | — | $200 | 3.18% |
| ELIZABETH HARKEY3 Filed as: ELIZABETH DEMPSEY | 6152 VILLAGE DR NW CHARLOTTE, NC 28202 | AFLAC | $113 | — | $113 | 1.80% |
| MK SWAN INC3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $66 | — | $66 | 1.05% |
| DEREK W STRANGE3 Filed as: DEREK STRANGE | 26 TROTTERS WALK NE CARTERSVILLE, GA 30121 | AFLAC | $44 | — | $44 | 0.70% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $40 | — | $40 | 0.64% |
| JONATHAN P DUNN3 Filed as: JONATHAN FERGUSON | 5960 FAIRVIEW RD SUITE 400 CHARLOTTE, NC 28210 | AFLAC | $39 | — | $39 | 0.62% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $19 | — | $19 | 0.30% |
| ACRISURE LLC3 Filed as: ACRISURE MIDWEST PART INS SVC LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $12 | — | $12 | 0.19% |
| JUDY M BIRD3 Filed as: JUDY BIRD | 1905 RICHLAND LANE DALTON, GA 30720 | AFLAC | $10 | — | $10 | 0.16% |
| GWENDOLYN N BUTLER3 Filed as: GWENDOLYN BUTLER | 203 29TH AVE N66 HICKORY, NC 28601 | AFLAC | $9 | — | $9 | 0.14% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $9 | — | $9 | 0.14% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $8 | — | $8 | 0.13% |
| DENA JORDAN3 Filed as: DENA KILGORE | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $8 | — | $8 | 0.13% |
| KATRINA D AIKEN3 Filed as: KATRINA AIKEN | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $1 | — | $1 | 0.02% |
| AMY A O SHIELDS3 Filed as: AMY O SHIELDS | 5159 CALGARY DRIVE DOUGLASVILLE, GA 30135 | AFLAC | $1 | — | $1 | 0.02% |
| THOMAS D BAXTER3 | P.O. BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $84 | — | $84 | 1.53% |
| DEBBIE ST JOHN3 | 290 SIDNEY DR GRIFFIN, GA 30223 | AFLAC | $80 | — | $80 | 1.46% |
| AMY F KLUTTZ3 | 5496 MOUNT PLEASANT RD S CONCORD, NC 28025 | AFLAC | $69 | — | $69 | 1.26% |
| DAVID STORY3 Filed as: DAVID L STORY | 707 MEADOW LN KINGSPORT, TN 37663 | AFLAC | $49 | — | $49 | 0.89% |
| DONNA M JOHNSON3 | 27523 PARK DR LOT B ORANGE BEACH, AL 36561 | AFLAC | $46 | — | $46 | 0.84% |
| MARTIN J LEWIS3 | 7503 INWOOD DR HOUSTON, TX 77063 | AFLAC | $41 | — | $41 | 0.75% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $38 | — | $38 | 0.69% |
| DARRICK W. SMITH3 Filed as: DARRICK W SMITH | 8300 DESERT QUAIL DR LAS VEGAS, NV 89128 | AFLAC | $27 | — | $27 | 0.49% |
| ANDY B GLENN II3 | 2999 DOUGLAS BLVD SUITE 180 ROSEVILLE, CA 95661 | AFLAC | $13 | — | $13 | 0.24% |
| CANDICE BRUNO3 | 23 BAILEY RD CANDLER, NC 28715 | AFLAC | $11 | — | $11 | 0.20% |
| DAVID M COUGHLIN3 | 1400 SUN COPPER DR LAS VEGAS, NV 89117 | AFLAC | $11 | — | $11 | 0.20% |
| TOM LEE KOCH3 | 24004 N 24TH PL PHOENIX, AZ 85204 | AFLAC | $9 | — | $9 | 0.16% |
| KD COUGHLIN AND ASSOC INS SVC PRO3 | 1400 SUN COPPER DR LAS VEGAS, NV 89117 | AFLAC | $9 | — | $9 | 0.16% |
| JACKSON D RHODES3 | 2332 VOLUNTEER PKWY BRISTOL, NC 37620 | AFLAC | $9 | — | $9 | 0.16% |
| GWENDOLYN N BUTLER3 | 203 29TH AVE N66 HICKORY, NC 28601 | AFLAC | $9 | — | $9 | 0.16% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $6 | — | $6 | 0.11% |
| MK SWAN INC3 | 6610 HARVEST DR PAPILLION, NE 68133 | AFLAC | $5 | — | $5 | 0.09% |
| J MICHAEL BUTLER3 Filed as: J. MICHAEL BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $3 | — | $3 | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL A JAIME | 1150 GUSTINE ST CHULA VISTA, CA 91913 | AFLAC | $3 | — | $3 | 0.05% |
| BRENT L GOODE3 | 2000 GLEN ECHO RD SUITE 204 NASVILLE, TN 37215 | AFLAC | $2 | — | $2 | 0.04% |
| MICHAEL F IVES3 | 6127 S RAINBOW BLVD SUITE 110B LAS VEGAS, NV 89118 | AFLAC | $2 | — | $2 | 0.04% |
| TAMMY A MORGART3 Filed as: TAMMY A SWAIN | 10736 KNICKERBOCKER AVE LAS VEGAS, NV 89166 | AFLAC | $2 | — | $2 | 0.04% |
| MANIFESTED ABUNDANCE INC3 Filed as: MANIFESTED ABUNDANCE INC. | 2155 PAGANINI AVE HENDERSON, NV 89052 | AFLAC | $1 | — | $1 | 0.02% |
| JAY S OLEARY3 | 1802 EAVES CT NOLENSVILLE, TN 37135 | AFLAC | $1 | — | $1 | 0.02% |
| JOSEPH L LEDOUX3 | 2411 CARTER AVE NASHVILLE, TN 37206 | AFLAC | $1 | — | $1 | 0.02% |
| KATRINA D AIKEN3 | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $1 | — | $1 | 0.02% |
| VICTORIA KAMMER3 | 5417 AEGEAN WAY LAS VEGAS, NV 89149 | AFLAC | $1 | — | $1 | 0.02% |
| CAROLINA BENEFITS SOURCE INC3 | 4461 NE 30TH AVE LIGHTHOUSE PT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $110 | — | $110 | 2.11% |
| ROBERT MCFARLAND3 | 8627 SUMMERFIELD LN HUNTERSVILLE, NC 28078 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 1.17% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $54 | — | $54 | 1.04% |
| LAURIE J BURNS3 Filed as: LAURIE JANE BURNS | 1274 BICYCLE CT YORK, SC 29745 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.96% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFITS | P.O. BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.42% |
| FRANCISCO X CABRERA3 Filed as: FRANCISCO X. CABRERA | 8616 PALMER CT MCKINNEY, TX 75072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.08% |
| NANCY D CLOUDT3 Filed as: NANCY CLOUDT | 128 LAUREL DR BARNESVILLE, GA 30204 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.08% |
| DAWN RENEE MORGAN3 | 6413 DUNMOOR DRIVE PLANO, TX 75093 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.02% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH RD SUITE 300 CHARLOTTE, NC 28211 | AFLAC | $355 | — | $355 | 9.10% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $353 | — | $353 | 9.05% |
| MATTHEW G BURNSIDE3 Filed as: MATTHEW BURNSIDE | 8510 MCALPINE PARK DR SUITE 208 CHARLOTTE, NC 28211 | AFLAC | $90 | — | $90 | 2.31% |
| JACOB M KIMSEY3 Filed as: JACOB KIMSEY | 101 FOX COVE RD HENDERSONVILLE, CA 28792 | AFLAC | $89 | — | $89 | 2.28% |
| SHELLEY HARTSELL3 | 21317 COUNTRY CLUB DRIVE CORNELIUS, NC 28031 | AFLAC | $77 | — | $77 | 1.97% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $43 | — | $43 | 1.10% |
| NICOLAS STILLS3 | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $42 | — | $42 | 1.08% |
| VENCENT WALLACE3 | 608 SOLSTICE AVENUE LAS VEGAS, NV 89123 | AFLAC | $35 | — | $35 | 0.90% |
| JOSHUA WEST3 | 123 S FIGUEROA ST APT 539 LOS ANGELES, CA 90012 | AFLAC | $25 | $3 | $28 | 0.72% |
| JONATHAN P DUNN3 Filed as: JONATHAN FERGUSON | 5960 FAIRVIEW RD SUITE 400 CHARLOTTE, NC 28210 | AFLAC | $26 | — | $26 | 0.67% |
| STEVE D SERVI3 | 6127 S RAINBOW BLVD SUITE 110 LAS VEGAS, NV 89118 | AFLAC | $17 | $3 | $20 | 0.51% |
| LUCY DIANE BAKER3 Filed as: LUCY BAKER | 78470 HAMPSHIRE AVE PALM DESERT, CA 92211 | AFLAC | $10 | — | $10 | 0.26% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $6 | — | $6 | 0.15% |
| ACRISURE LLC3 Filed as: ACRISURE MIDWEST PART INS SERV LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $4 | — | $4 | 0.10% |
| DENA JORDAN3 Filed as: DENA KILGORE | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $2 | — | $2 | 0.05% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $2 | — | $2 | 0.05% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $1 | — | $1 | 0.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $195 | — | $195 | 5.12% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $72 | — | $72 | 1.89% |
| AMY KLUTTZ3 | 5496 MOUNT PLEASANT RD S CONCORD, NC 28025 | AFLAC | $56 | — | $56 | 1.47% |
| JONATHAN DUNN3 | 3337 TWIN RIDGE DRIVE CHARLOTTE, NC 28210 | AFLAC | $25 | — | $25 | 0.66% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $23 | — | $23 | 0.60% |
| ELIZABETH HARKEY3 Filed as: ELIZABETH DEMPSEY | 6152 VILLAGE DR NW CHARLOTTE, NC 28202 | AFLAC | $23 | — | $23 | 0.60% |
| JONATHAN P DUNN3 Filed as: JONATHAN FERGUSON | 5960 FAIRVIEW RD SUITE 400 CHARLOTTE, NC 28210 | AFLAC | $23 | — | $23 | 0.60% |
| MK SWAN INC3 | 6610 HARVEST DR PAPILLION, NE 68133 | AFLAC | $20 | — | $20 | 0.53% |
| TINA BLUE3 | P O BOX 643 OAKBORO, NC 28129 | AFLAC | $16 | — | $16 | 0.42% |
| MINDY HARRIS3 | 1158 WHITEHALL HILL ROAD YORK, SC 29745 | AFLAC | $13 | — | $13 | 0.34% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $11 | — | $11 | 0.29% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $4 | — | $4 | 0.11% |
| ACRISURE LLC3 Filed as: ACRISURE MIDWEST PART INS SERV LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $3 | — | $3 | 0.08% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $2 | — | $2 | 0.05% |
| DENA JORDAN3 Filed as: DENA KILGORE | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $2 | — | $2 | 0.05% |
| KATRINA D AIKEN3 Filed as: KATRINA AIKEN | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $1 | — | $1 | 0.03% |
| DEBORAH A WITHEY3 Filed as: DEBORAH WITHEY | 2149 6TH STREET NW HICKORY, NC 28601 | AFLAC | $1 | — | $1 | 0.03% |
| JOSHUA WEST3 | 123 S FIGUEROA ST APT 539 LOS ANGELES, CA 90012 | AFLAC | $120 | $81 | $201 | 10.17% |
| ROBERT OLSON3 | 8868 BRINDISI PARK AVENUE LAS VEGAS, NV 89148 | AFLAC | $44 | — | $44 | 2.23% |
| STEVE SERVI3 | 6127 S RAINBOW BLVD SUITE 110 LAS VEGAS, NV 89118 | AFLAC | $31 | $9 | $40 | 2.02% |
| MARTIN J LEWIS3 | 7503 INWOOD DRIVE HOUSTON, TX 77063 | AFLAC | $23 | — | $23 | 1.16% |
| DEBORAH L SENN3 Filed as: DEBORAH SENN | 230 BRIGGS RANCH DRIVE FOLSOM, CA 95630 | AFLAC | $12 | — | $12 | 0.61% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 896620 CHARLOTTE, NC 28289 | AFLAC | $122 | — | $122 | 7.99% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DR LANCASTER, SC 29720 | AFLAC | $82 | — | $82 | 5.37% |
| MATTHEW G BURNSIDE3 Filed as: MATTHEW BURNSIDE | 8510 MCALPINE PARK DRIVE SUITE 208 CHARLOTTE, NC 28211 | AFLAC | $29 | — | $29 | 1.90% |
| DAVID STORY3 | 707 MEADOW LANE KINGSPORT, TN 37663 | AFLAC | $24 | — | $24 | 1.57% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $20 | — | $20 | 1.31% |
| SUSAN WILLIAMS3 | 136 LAS BRISAS DRIVE DECATUR, TX 76234 | AFLAC | $17 | — | $17 | 1.11% |
| JACOB M KIMSEY3 Filed as: JACOB KIMSEY | 101 FOX COVE RD HENDERSONVILLE, NC 28792 | AFLAC | $11 | — | $11 | 0.72% |
| MARY KAYE WASHO3 | 24956 WOLF BAY TER ORANGE BEACH, AL 36561 | AFLAC | $7 | — | $7 | 0.46% |
| MARK WOOD3 Filed as: MARK C WOOD | 2912 MAPLE CREEK DRIVE FORT WORTH, TX 76177 | AFLAC | $7 | — | $7 | 0.46% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $5 | — | $5 | 0.33% |
| CRAIG S DAVIES3 | 531 SANDY LN FLOWER MOUND, TX 75022 | AFLAC | $4 | — | $4 | 0.26% |
| JACKSON D RHODES3 | 2332 VOLUNTEER PKWY BRISTOL, TN 37620 | AFLAC | $4 | — | $4 | 0.26% |
| CANDICE BRUNO3 | 23 BAILEY RD CANDLER, NC 28715 | AFLAC | $2 | — | $2 | 0.13% |
| ACRISURE LLC3 Filed as: ACRISURE MIDWEST PART INS SERV LLC | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.07% |
| DARON H PHILLIPS3 | 8690 FM 1979 MARTINDALE, TX 78655 | AFLAC | $1 | — | $1 | 0.07% |
| JOHN E CUMMINGS3 Filed as: JOHN JOHNSON | 2150 W NORTHWEST HWY SUITE 114 GRAPEVINE, TX 76051 | AFLAC | $1 | — | $1 | 0.07% |
| KATHY LYNDE LEBLANC3 Filed as: KATHY LEBLANC | 6708 FOREST PARK DR ARLINGTON, TX 76001 | AFLAC | $67 | — | $67 | 5.70% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 896620 CHARLOTTE, NC 28289 | AFLAC | $30 | — | $30 | 2.55% |
| PATRICIA R ALDAPE3 Filed as: PATRICIA ALDAPE | P.O. BOX 181515 ARLINGTON, TX 76096 | AFLAC | $27 | — | $27 | 2.30% |
| SHANIKA WALKER3 | 1801 N HAMPTON ROAD SUITE 383 DESOTO, TX 75115 | AFLAC | $26 | — | $26 | 2.21% |
| LINDA A LECIEJEWSKI3 Filed as: LINDA LECIEJEWSKI | 1296 SEYMOUR DR FRISCO, TX 75033 | AFLAC | $19 | — | $19 | 1.62% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $17 | — | $17 | 1.45% |
| SUSAN WILLIAMS3 | 136 LAS BRISAS DRIVE DECATUR, TX 76234 | AFLAC | $17 | — | $17 | 1.45% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $7 | — | $7 | 0.60% |
| RUSSELL P LASNER3 Filed as: RUSSELL LASNER | 1001 TIMMONY CIR ACCOKEEK, MD 20607 | AFLAC | $4 | — | $4 | 0.34% |
| CRAIG S DAVIES3 | 531 SANDY LANE FLOWER MOUND, TX 75022 | AFLAC | $3 | — | $3 | 0.26% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $2 | — | $2 | 0.17% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $56 | — | $56 | 6.11% |
| JONATHAN P DUNN3 Filed as: JONATHAN FERGUSON | 5960 FAIRVIEW RD SUITE 400 CHARLOTTE, NC 28210 | AFLAC | $17 | — | $17 | 1.86% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $16 | — | $16 | 1.75% |
| SHELLEY HARTSELL3 | 21317 COUNTRY CLUB DR CORNELIUS, NC 28031 | AFLAC | $9 | — | $9 | 0.98% |
| RICHARD JONES3 Filed as: RICHARD J JONES | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $9 | — | $9 | 0.98% |
| STEVEN ISRAEL3 | 14039 LISSADELL CIRCLE CHARLOTTE, NC 28277 | AFLAC | $7 | — | $7 | 0.76% |
| JONATHAN P DUNN3 | 3337 TWIN RIDGE DRIVE CHARLOTTE, NC 28210 | AFLAC | $6 | — | $6 | 0.66% |
| MINDY HARRIS3 | 1158 WHITEHALL HILL ROAD YORK, SC 29745 | AFLAC | $4 | — | $4 | 0.44% |
| ACRISURE LLC3 Filed as: ACRISURE MIDWEST PART INS SERV LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.11% |
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 | 693 | 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) | 693 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 775 | $5.6M |
| Dental | DELTA DENTAL OF NORTH CAROLINA | 797 | $384K |
| Vision | VISION SERVICE PLAN | 424 | $75K |
| Life insurance(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 694 | $475K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 694 | $483K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 694 | $463K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 775 | $5.5M |
| Other(15 contracts, 5 carriers) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 775 | $6.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 797 | — |
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.