| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RUSSELL L BERMAN3 | 150 SOUTH 5TH STREET SUITE 2855 MINNEAPOLIS, MN 55402 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $105K | — | $105K | 1.97% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | EB COMMISSION PO BOX 896620 CHARLOTTE, NC 28289 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $65K | $9K | $74K | 15.84% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | P.O. BOX 896620 CHARLOTTE, NC 28289 | DELTA DENTAL OF NORTH CAROLINA | $56K | — | $56K | 14.78% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, LLC | P.O. BOX 896620 CHARLOTTE, NC 28289 | KAISER FOUNDATION HEALTH PLAN, INC. | $7K | — | $7K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | P O BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $2K | — | $2K | 3.01% |
| ACETI, DANIEL, GINO3 | 7804 FAIRVIEW RD #266 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $854 | $555 | $1K | 7.40% |
| 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 | $37 | $37 | 0.19% |
| DAVID STORY3 | 707 MEADOW LANE KINGSPORT, TN 37663 | AFLAC | $355 | — | $355 | 3.50% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $149 | — | $149 | 1.47% |
| JACKSON D RHODES3 Filed as: JACKSON RHODES | 2332 VOLUNTEER PKWY BRISTOL, TN 37620 | AFLAC | $120 | — | $120 | 1.18% |
| KELI RICHMOND3 | 230 BART GREEN DRIVE JOHNSON CITY, TN 37615 | AFLAC | $105 | — | $105 | 1.04% |
| SHANA NICOLE CRAIG3 | 48 BOONE ST SPRUCE PINE, NC 28777 | AFLAC | $83 | — | $83 | 0.82% |
| AUSTIN RADER3 | 525 W OAKLAND AVE SUITE 7 JOHNSON CITY, TN 37604 | AFLAC | $56 | — | $56 | 0.55% |
| CANDICE BRUNO3 | 23 BAILEY RD CANDLER, NC 28715 | AFLAC | $32 | — | $32 | 0.32% |
| LAUREN GREENWOOD3 Filed as: LAUREN S. GREENWOOD | 1026 PENNINGTON DR LANCASTER, SC 29720 | AFLAC | $30 | — | $30 | 0.30% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $21 | — | $21 | 0.21% |
| RYAN DREBING3 | 2112 N ROAN STREET SUITE 702 JOHNSON CITY, TN 37601 | AFLAC | $20 | — | $20 | 0.20% |
| RONALD E KIRKLAND3 Filed as: RONALD KIRKLAND | 1044 HARBOR RIDGE ROAD GUNTERSVILLE, AL 35976 | AFLAC | $20 | — | $20 | 0.20% |
| JAIME SUE MARTINEZ3 Filed as: JAIME DUE MARTINEZ | P.O. BOX 524 BLACK MOUNTAIN, NC 28711 | AFLAC | $18 | — | $18 | 0.18% |
| JONATHAN DUNN3 | 3337 TWIN RIDGE DRIVE CHARLOTTE, NC 28210 | AFLAC | $11 | — | $11 | 0.11% |
| MINDY HARRIS3 | 1158 WHITEHALL HILL RD YORK, SC 29745 | AFLAC | $7 | — | $7 | 0.07% |
| BRENT GOODE3 | 2000 GLEN ECHO RD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $6 | — | $6 | 0.06% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $6 | — | $6 | 0.06% |
| CARLA WITHERINGTON3 | 1405 HERRING DRIVE COVINGTON, TN 38019 | AFLAC | $6 | — | $6 | 0.06% |
| DENA JORDAN3 | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $4 | — | $4 | 0.04% |
| DALE I DAVIS3 Filed as: DALE DAVIS | 5892 CEDARCREEK LANE LEXINGTON, KY 40515 | AFLAC | $3 | — | $3 | 0.03% |
| 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 Filed as: GEORGE LOWNDES WILLIAMS | 208 GRAND PARK BLVD CHARLESTON, SC 29492 | AFLAC | $1 | — | $1 | 0.01% |
| AMY KLUTTZ3 | 5496 MOUNT PLEASANT RD S CONCORD, NC 28025 | AFLAC | $323 | — | $323 | 4.62% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $209 | — | $209 | 2.99% |
| ELIZABETH HARKEY3 Filed as: ELIZABETH DEMPSEY | 6152 VILLAGE DR NW CHARLOTTE, NC 28202 | AFLAC | $122 | — | $122 | 1.74% |
| MK SWAN INC3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $72 | — | $72 | 1.03% |
| DEREK W STRANGE3 Filed as: DEREK STRANGE | 26 TROTTERS WALK NE CARTERSVILLE, GA 30121 | AFLAC | $48 | — | $48 | 0.69% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $45 | — | $45 | 0.64% |
| JONATHAN P DUNN3 Filed as: JONATHAN FERGUSON | 5960 FAIRVIEW RD SUITE 400 CHARLOTTE, NC 28210 | AFLAC | $44 | — | $44 | 0.63% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $21 | — | $21 | 0.30% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $13 | — | $13 | 0.19% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 135 E 8TH AVE ROME, GA 30161 | AFLAC | $12 | — | $12 | 0.17% |
| GWEN BUTLER3 | 203 29TH AVE N66 HICKORY, NC 28601 | AFLAC | $11 | — | $11 | 0.16% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $11 | — | $11 | 0.16% |
| JUDY M BIRD3 Filed as: JUDY BIRD | 1905 RICHLAND LANE DALTON, GA 30720 | AFLAC | $11 | — | $11 | 0.16% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $8 | — | $8 | 0.11% |
| DENA JORDAN3 | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $8 | — | $8 | 0.11% |
| KATRINA D AIKEN3 Filed as: KATRINA AIKEN | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $1 | — | $1 | 0.01% |
| AMY A O SHIELDS3 Filed as: AMY O SHIELDS | 5159 CALGARY DRIVE DOUGLASVILLE, GA 30135 | AFLAC | $1 | — | $1 | 0.01% |
| DEBBIE ST JOHN3 | 44 MAGNOLIA PKWY HAMPTON, GA 30228 | AFLAC | $210 | $23 | $233 | 3.75% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 47 AIRPARK CT GREENVILLE, SC 29607 | AFLAC | $229 | — | $229 | 3.69% |
| THOMAS BAXTER3 | P O BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $191 | $5 | $196 | 3.15% |
| DIANNE J RAY3 Filed as: DIANNE RAY | 290 SIDNEY DR GRIFFIN, GA 30223 | AFLAC | $196 | — | $196 | 3.15% |
| DONNA M JOHNSON3 Filed as: DONNA JOHNSON | 27523 PARK DRIVE LOT B ORANGE BEACH, AL 36561 | AFLAC | $71 | — | $71 | 1.14% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICE | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $54 | — | $54 | 0.87% |
| ANDY B GLENN II3 Filed as: ANDY GLENN II | 2999 DOUGLAS BLVD SUITE 180 ROSEVILLE, CA 95661 | AFLAC | $42 | — | $42 | 0.68% |
| AUSTIN J RICE3 Filed as: AUSTIN RICE | 205 PERSIMMON TRAIL WOODSTOCK, GA 30188 | AFLAC | $28 | $4 | $32 | 0.51% |
| BETTY C PAYNE3 Filed as: BETTY PAYNE | 2771 UPPER PAW PAW RD MARSHALL, NC 28753 | AFLAC | $29 | — | $29 | 0.47% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $14 | — | $14 | 0.23% |
| JAMIE JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $11 | — | $11 | 0.18% |
| THOMAS J STEPHENSON3 Filed as: THOMAS STEPHENSON | 31 STADELMAN CT CARTERSVILLE, GA 30120 | AFLAC | $3 | $2 | $5 | 0.08% |
| J MICHAEL BUTLER3 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $3 | — | $3 | 0.05% |
| DAVID C CLOUD JR3 Filed as: DAVID CLOUD JR | 12 TRENT DRIVE SE ROME, GA 30161 | AFLAC | $3 | — | $3 | 0.05% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $2 | — | $2 | 0.03% |
| JONATHAN W MCCUTCHEON3 Filed as: JONATHAN MCCUTCHEON | 1150 MALLARD LAKE DRIVE BOGART, GA 30622 | AFLAC | $1 | — | $1 | 0.02% |
| AMY A O SHIELDS3 Filed as: AMY OSHIELDS | 5159 CALGARY DR DOUGLASVILLE, GA 30135 | AFLAC | $1 | — | $1 | 0.02% |
| SCOTTI MADISON3 | 3330 COBB PARKWAY NW SUITE 324-3 ACWORTH, GA 30101 | AFLAC | $1 | — | $1 | 0.02% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN JOHNSON | 58 MODA LN ATLANTA, GA 30316 | AFLAC | $1 | — | $1 | 0.02% |
| ALEXANDER WARD3 | 5194 FOREST VIEW COURT SE MABLETON, GA 30126 | AFLAC | $1 | — | $1 | 0.02% |
| TARRAH SMITHSON3 | 2145 SAULS PLACE ALPHARETTA, GA 30004 | AFLAC | $1 | — | $1 | 0.02% |
| DENA JORDAN3 | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $1 | — | $1 | 0.02% |
| STEVEN VORDERLANDWEHR3 | 1018 HIGHGROVE DR MONROE, GA 30655 | AFLAC | $1 | — | $1 | 0.02% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 12751 NEW BRITTANY BLVD SUITE 201 FORT MYERS, FL 33907 | AFLAC | $839 | — | $839 | 13.95% |
| JOHANN SCRIMSHIRE3 | 200 S MAIN ST SUITE 130-405 SEBASTOPOL, CA 95472 | AFLAC | $518 | — | $518 | 8.61% |
| TIMOTHY FRANCIS RANUIO3 Filed as: TIMOTHY FRANCIS RANUTO | 4420 SPRINGWOOD DR NAPA, CA 94558 | AFLAC | $185 | — | $185 | 3.08% |
| MARK C. HUBER3 Filed as: MARK HUBER | 51 HOFF RD KENWOOD, CA 95409 | AFLAC | $105 | — | $105 | 1.75% |
| RONDA MATHEW3 | 2030 13TH STREET APT 3 SACRAMENTO, CA 95818 | AFLAC | $68 | — | $68 | 1.13% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $39 | — | $39 | 0.65% |
| CHRIS KELLY3 | 252 WIKIUP MEADOWS DRIVE SANTA ROSA, CA 95403 | AFLAC | $29 | — | $29 | 0.48% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $15 | — | $15 | 0.25% |
| MICHAEL BOOTH3 Filed as: MICHAEL H BOOTH | 5325 ALHAMBRA VALLEY ROAD MARTINEZ, CA 94553 | AFLAC | $15 | — | $15 | 0.25% |
| JAMIE JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $6 | — | $6 | 0.10% |
| LES HEINSEN INS SERVICES INC3 | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $5 | — | $5 | 0.08% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $3 | — | $3 | 0.05% |
| MICHAEL C WALKER3 Filed as: MICHAEL JAMES RHODD | 4160 GREEN VALLEY ROAD FAIRFIELD, CA 94534 | AFLAC | $1 | — | $1 | 0.02% |
| AMY E COHEN3 Filed as: AMY MARIE LUDWICK | 229 MCKAYS POINT PL WEST SACRAMENTO, CA 95605 | AFLAC | $1 | — | $1 | 0.02% |
| PETER T ARNOLD3 Filed as: PETER ARNOLD | 8874 PORTIA DR RENO, NV 89506 | AFLAC | $1 | — | $1 | 0.02% |
| NICHOLAS VIGIL3 | 7808 E CYPRESS STREET SCOTTSDALE, AZ 85257 | AFLAC | $1 | — | $1 | 0.02% |
| CAROLINA BENEFITS SOURCE INC3 | 4461 NE 30TH AVE LIGHTHOUSE PT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $101 | — | $101 | 2.33% |
| 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 | $51 | — | $51 | 1.17% |
| LAURIE J BURNS3 Filed as: LAURIE JANE BURNS | 1274 BICYCLE CT YORK, SC 29745 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 1.08% |
| ROBERT MCFARLAND3 | 8627 SUMMERFIELD LN HUNTERSVILLE, NC 28078 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.60% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFITS | P.O. BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.28% |
| FRANCISCO X CABRERA3 Filed as: FRANCISCO X. CABRERA | 8616 PALMER CT MCKINNEY, TX 75072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.09% |
| DAWN RENEE MORGAN3 | 6413 DUNMOOR DRIVE PLANO, TX 75093 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.02% |
| 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 WALLSTREET PARTNERS, 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 | 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 | 7330 BLAIR BARRY CT UNIT A LAS VEGAS, NV 89113 | AFLAC | $331 | — | $331 | 15.87% |
| STEVE SERVI3 | 6127 S RAINBOW BLVD SUITE 110 LAS VEGAS, NV 89118 | AFLAC | $67 | — | $67 | 3.21% |
| ROBERT OLSON3 | 8868 BRINDISI PARK AVENUE LAS VEGAS, NV 89148 | AFLAC | $44 | — | $44 | 2.11% |
| MARTIN J LEWIS3 | 7503 INWOOD DRIVE HOUSTON, TX 77063 | AFLAC | $23 | — | $23 | 1.10% |
| DONNA M JOHNSON3 Filed as: DONNA JOHNSON | 27523 PARK DRIVE LOT B ORANGE BEACH, AL 36561 | AFLAC | $20 | — | $20 | 0.96% |
| DEBORAH L SENN3 Filed as: DEBORAH SENN | 230 BRIGGS RANCH DRIVE FOLSOM, CA 95630 | AFLAC | $12 | — | $12 | 0.58% |
| THOMAS BAXTER3 | P O BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $11 | — | $11 | 0.53% |
| ANDY B GLENN II3 Filed as: ANDY GLENN II | 2999 DOUGLAS BLVD SUITE 180 ROSEVILLE, CA 95661 | AFLAC | $6 | — | $6 | 0.29% |
| SHELLEY HARTSELL3 | 21317 COUNTRY CLUB DRIVE CORNELIUS, NC 28031 | AFLAC | $82 | — | $82 | 4.43% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $49 | — | $49 | 2.65% |
| NICHOLAS STILLS3 Filed as: NICHOLAS B STILLS | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $44 | — | $44 | 2.38% |
| JONATHAN P DUNN3 Filed as: JONATHAN ANDREW FERGUSON | 5960 FAIRVIEW RD SUITE 400 CHARLOTTE, NC 28210 | AFLAC | $30 | — | $30 | 1.62% |
| VENCENT WALLACE3 | 608 SOLSTICE AVENUE LAS VEGAS, NV 89123 | AFLAC | $18 | — | $18 | 0.97% |
| LUCY DIANE BAKER3 | 78989 APRICOT LANE PALM DESERT, CA 92211 | AFLAC | $10 | — | $10 | 0.54% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $8 | — | $8 | 0.43% |
| JOSHUA WEST3 | 7330 BLAIR BARRY CT UNIT A LAS VEGAS, NV 89113 | AFLAC | $8 | — | $8 | 0.43% |
| STEVE D SERVI3 | 6127 S RAINBOW BLVD SUITE 110 LAS VEGAS, NV 89118 | AFLAC | $5 | — | $5 | 0.27% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $4 | — | $4 | 0.22% |
| DENA JORDAN3 Filed as: DENA L JORDAN | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $2 | — | $2 | 0.11% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $2 | — | $2 | 0.11% |
| STEVEN ISRAEL3 | 14039 LISSADELL CIRCLE CHARLOTTE, NC 28277 | AFLAC | $1 | — | $1 | 0.05% |
| J MICHAEL BUTLER3 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $1 | — | $1 | 0.05% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $61 | — | $61 | 5.76% |
| JONATHAN P DUNN3 Filed as: JONATHAN ANDREW FERGUSON | 5960 FAIRVIEW RD SUITE 400 CHARLOTTE, NC 28210 | AFLAC | $19 | — | $19 | 1.79% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $17 | — | $17 | 1.61% |
| SHELLEY HARTSELL3 | 21317 COUNTRY CLUB DR CORNELIUS, NC 28031 | AFLAC | $14 | — | $14 | 1.32% |
| RICHARD JONES3 Filed as: RICHARD J JONES | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $9 | — | $9 | 0.85% |
| STEVEN ISRAEL3 | 14039 LISSADELL CIRCLE CHARLOTTE, NC 28277 | AFLAC | $7 | — | $7 | 0.66% |
| JONATHAN P DUNN3 | 3337 TWIN RIDGE DRIVE CHARLOTTE, NC 28210 | AFLAC | $6 | — | $6 | 0.57% |
| MINDY HARRIS3 | 11558 WHITEHALL HILL ROAD YORK, SC 29745 | AFLAC | $4 | — | $4 | 0.38% |
| NICHOLAS STILLS3 Filed as: NICHOLAS B STILLS | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $2 | — | $2 | 0.19% |
| DENA JORDAN3 | 5753 HIGHWAY 85 PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $1 | — | $1 | 0.09% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $1 | — | $1 | 0.09% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.09% |
| DAVID STORY3 | 707 MEADOW LANE KINGSPORT, TN 37663 | AFLAC | $26 | — | $26 | 2.58% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $22 | — | $22 | 2.18% |
| SUSAN WILLIAMS3 Filed as: SUSAN BRIDGETT WILLIAMS | 136 LAS BRISAS DRIVE DECATUR, TX 76234 | AFLAC | $18 | — | $18 | 1.79% |
| MARY KAYE WASHO3 | 24956 WOLF BAY TER ORANGE BEACH, AL 36561 | AFLAC | $8 | — | $8 | 0.79% |
| MARK C WOOD3 | 2912 MAPLE CREEK DRIVE FORT WORTH, TX 76177 | AFLAC | $7 | — | $7 | 0.70% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $5 | — | $5 | 0.50% |
| CRAIG S DAVIES3 | 531 SANDY LN FLOWER MOUND, TX 75022 | AFLAC | $4 | — | $4 | 0.40% |
| JACKSON D RHODES3 | 2332 VOLUNTEER PKWY BRISTOL, TN 37620 | AFLAC | $4 | — | $4 | 0.40% |
| CANDICE BRUNO3 | 23 BAILEY RD CANDLER, NC 28715 | AFLAC | $2 | — | $2 | 0.20% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.10% |
| DARON H PHILLIPS3 | 8690 FM 1979 MARTINDALE, TX 78655 | AFLAC | $1 | — | $1 | 0.10% |
| JOHN M JOHNSON3 | 2150 W NORTHWEST HWY SUITE 114 GRAPEVINE, TX 76051 | AFLAC | $1 | — | $1 | 0.10% |
| CARLA WITHERINGTON3 | 1405 HERRING DR COVINGTON, TN 38019 | AFLAC | $1 | — | $1 | 0.10% |
| DALE IRA DAVIS3 | 5892 CEDARCREEK LN LEXINGTON, KY 40515 | AFLAC | $1 | — | $1 | 0.10% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | P.O. BOX 1847 WILSON, NC 27894 | AFLAC | $56 | — | $56 | 5.94% |
| LAUREN GREENWOOD3 Filed as: LAUREN S GREENWOOD | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $33 | — | $33 | 3.50% |
| SUSAN WILLIAMS3 Filed as: SUSAN BRIDGETT WILLIAMS | 136 LAS BRISAS DRIVE DECATUR, TX 76234 | AFLAC | $20 | — | $20 | 2.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $12 | — | $12 | 1.27% |
| AMY KLUTTZ3 | 5496 MOUNT PLEASANT RD S CONCORD, NC 28025 | AFLAC | $5 | — | $5 | 0.53% |
| ELIZABETH HARKEY3 Filed as: ELIZABETH F DEMPSEY | 6152 VILLAGE DRIVE NW CHARLOTTE, NC 28202 | AFLAC | $5 | — | $5 | 0.53% |
| CRAIG S DAVIES3 | 531 SANDY LANE FLOWER MOUND, TX 75022 | AFLAC | $4 | — | $4 | 0.42% |
| RUSSELL P LASNER3 | 1001 TIMMONY CIRCLE ACCOKEEK, MD 20607 | AFLAC | $4 | — | $4 | 0.42% |
| MK SWAN INC3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $2 | — | $2 | 0.21% |
| SUSAN RUSSELL3 | 504 SIMMONS VIEW DR SEYMOUR, TN 37865 | AFLAC | $2 | — | $2 | 0.21% |
| ACRISURE LLC3 Filed as: ACRISURE WALLSTREET PARTNERS LLC | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.11% |
| MARY KAYE WASHO3 Filed as: MARY WASHO | 24956 WOLF BAY TERRACE ORANGE BEACH, AL 36561 | AFLAC | $1 | — | $1 | 0.11% |
| MARK C WOOD3 | 2912 MAPLE CREEK DR FORT WORTH, TX 76177 | AFLAC | $1 | — | $1 | 0.11% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | 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 | 698 | 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) | 698 | 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 | 791 | $5.5M |
| Dental | DELTA DENTAL OF NORTH CAROLINA | 788 | $377K |
| Vision | VISION SERVICE PLAN | 417 | $73K |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 698 | $476K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 698 | $488K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 698 | $469K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 791 | $5.3M |
| Other(14 contracts, 5 carriers) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 791 | $5.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 791 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.