| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHN N. TOURNET3 | 4064 COLONY ROAD, SUITE 450 CHARLOTTE, NC 28211 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $177K | $0 | $177K | 3.06% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE, 21ST FLOOR ITASCA, IL 60143 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $73K | $0 | $73K | 14.99% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD, 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $6K | $6K | 1.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD, 4TH FLOOR ROLLING MEADOWS, IL 60008 | DELTA DENTAL OF NORTH CAROLINA | $61K | $0 | $61K | 14.95% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD, SUITE 1000 ROLLING MEADOWS, IL 60008 | VISION SERVICE PLAN | $2K | — | $2K | 2.80% |
| DAVID STORY3 | 707 MEADOW LANE KINGSPORT, TN 37663 | AFLAC | $522 | $0 | $522 | 3.76% |
| MJ INSURANCE3 Filed as: CANDICE BRUNO AND VARIOUS AGENTS | 23 BAILEY ROAD CANDLER, NC 28715 | AFLAC | $253 | $4 | $257 | 1.85% |
| KELI RICHMOND3 | 230 BART GREEN DRIVE JOHNSON CITY, TN 37615 | AFLAC | $210 | $0 | $210 | 1.51% |
| JACKSON D RHODES3 Filed as: JACKSON RHODES | 2332 VOLUNTEER PARKWAY BRISTOL, TN 37620 | AFLAC | $200 | $4 | $204 | 1.47% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $147 | $0 | $147 | 1.06% |
| AUSTIN RADER3 | 525 WEST OAKLAND AVENUE, SUITE 7 JOHNSON CITY, TN 37604 | AFLAC | $101 | $0 | $101 | 0.73% |
| BRIDGET CHANDLEY JENNINGS3 | 115 BEECHNUT STREET, APARTMENT C6 JOHNSON CITY, TN 37601 | AFLAC | $63 | $12 | $75 | 0.54% |
| AMY KLUTTZ3 | PO POX 327 CONCORD, NC 28026 | AFLAC | $586 | $0 | $586 | 4.77% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $410 | $0 | $410 | 3.34% |
| MJ INSURANCE3 Filed as: DEREK STRANGE AND VARIOUS AGENTS | 26 TROTTERS WALK NE CARTERSVILLE, GA 30121 | AFLAC | $224 | $0 | $224 | 1.82% |
| ELIZABETH HARKEY3 | 501 NORTH CHURCH STREET, SUITE 300 CHARLOTTE, NC 28202 | AFLAC | $192 | $0 | $192 | 1.56% |
| MK SWAN INC3 Filed as: MK SWAN, INC. | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $114 | $0 | $114 | 0.93% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD COURT WAXHAW, NC 28173 | AFLAC | $96 | $0 | $96 | 0.78% |
| J A FERGUSON AND ASSOC INC3 Filed as: J A FERGUSON AND ASSOCIATES, INC. | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | AFLAC | $93 | $0 | $93 | 0.76% |
| DIANNE J RAY3 Filed as: DIANNE RAY | PO BOX 335 SUNNY SIDE, GA 30284 | AFLAC | $564 | $14 | $578 | 5.06% |
| DEBBIE ST JOHN3 Filed as: DEBBIE ST. JOHN | 44 MAGNOLIA PARKWAY HAMPTON, GA 30228 | AFLAC | $266 | $14 | $280 | 2.45% |
| MJ INSURANCE3 Filed as: BETTY PAYNE AND VARIOUS AGENTS | 2771 UPPER PAW PAW ROAD MARSHALL, NC 28753 | AFLAC | $266 | $0 | $266 | 2.33% |
| THOMAS BAXTER3 | PO BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $250 | $6 | $256 | 2.24% |
| DONNA M JOHNSON3 Filed as: DONNA JOHNSON | 27523 PARK DRIVE ORANGE BEACH, AL 36561 | AFLAC | $160 | $0 | $160 | 1.40% |
| ANDY B GLENN II3 Filed as: ANDY GLENN II | 2281 LAVA RIDGE COURT, SUITE 130 ROSEVILLE, CA 95661 | AFLAC | $132 | $6 | $138 | 1.21% |
| DUSTIN RAILEY3 | 37 TRAMMELL ROAD MORELAND, GA 30259 | AFLAC | $123 | $0 | $123 | 1.08% |
| JOHANN SCRIMSHIRE3 | 415 BLOOMFIELD ROAD SEBASTOPOL, CA 95472 | AFLAC | $797 | $15 | $812 | 7.72% |
| MARK C. HUBER3 Filed as: MARK HUBER | 1260 NORTH DUTTON AVENUE, SUITE 180 SANTA ROSA, CA 95401 | AFLAC | $607 | $5 | $612 | 5.82% |
| CHRIS KELLY3 | 252 WIKIUP MEADOWS DRIVE SANTA ROSA, CA 95403 | AFLAC | $172 | $0 | $172 | 1.63% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $167 | $0 | $167 | 1.59% |
| LES HEINSEN INS SERVICES INC3 Filed as: LES HEINSEN INS SV AND OTHER AGENTS | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $101 | $5 | $106 | 1.01% |
| JEFFREY PAUL SEPESI3 Filed as: JEFFREY SEPESI | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $78 | $0 | $78 | 0.74% |
| MICHAEL BOOTH3 | 5325 ALHAMBRA VALLEY ROAD MARTINEZ, CA 94553 | AFLAC | $65 | $0 | $65 | 0.62% |
| HARTFIELD LOUISVILLE LLC3 Filed as: HARTFIELD LOUISVILLE & OTHER AGENTS | 2305 RIVER ROAD LOUISVILLE, KY 40206 | AFLAC | $388 | $0 | $388 | 4.70% |
| BRADLEY L ELLIS3 Filed as: BRADLEY ELLIS | 1500 BELVILLE ROAD, SUITE 606 327 DAYTONA BEACH, FL 32114 | AFLAC | $329 | $0 | $329 | 3.98% |
| JON-CLAUDE SABOL3 | 213 RIDGEWAY AVENUE LOUISVILLE, KY 40207 | AFLAC | $98 | $0 | $98 | 1.19% |
| REBECCA A MCLAUGHLAN3 Filed as: REBECCA DOEPKE | 10733 WORTHINGTON LANE PROSPECT, KY 40059 | AFLAC | $73 | $0 | $73 | 0.88% |
| MARK GALVIN LLC3 Filed as: MARK GALVIN, LLC | 204 DEERFIELD HILLS ROAD ELIZABETHTOWN, KY 42701 | AFLAC | $67 | $0 | $67 | 0.81% |
| ANGELA M. MARTINEZ3 Filed as: ANGELA MARTINEZ | 2203 GRIBBLE DRIVE COVINGTON, KY 41017 | AFLAC | $57 | $0 | $57 | 0.69% |
| CAROL MULLEN3 | 1708 MOUNT VERNON DRIVE COVINGTON, KY 41011 | AFLAC | $54 | $0 | $54 | 0.65% |
| THE PROFECTUS GROUP LLC3 Filed as: THE PROFECTUS GROUP, LLC | 7000 WEST 111TH STREET, SUITE 215 WORTH, IL 60482 | AFLAC | $207 | $0 | $207 | 3.91% |
| MJ INSURANCE3 Filed as: ARBOR CONSULTING AND VARIOUS AGENTS | 1313 WOODMORE STREET LAS VEGAS, NV 89144 | AFLAC | $142 | $0 | $142 | 2.69% |
| ROBERT OLSON3 | 2700 WEST RICHMAR AVENUE, UNIT 187 LAS VEGAS, NV 89123 | AFLAC | $79 | $0 | $79 | 1.49% |
| DARRICK W. SMITH3 Filed as: DARRICK SMITH | 3717 CLOUDLAND CANYON STREET LAS VEGAS, NV 89129 | AFLAC | $55 | $0 | $55 | 1.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $49 | $0 | $49 | 0.93% |
| DEBORAH L SENN3 Filed as: DEBORAH SENN | 230 BRIGGS RANCH DRIVE FOLSOM, CA 95630 | AFLAC | $43 | $0 | $43 | 0.81% |
| DAVID M COUGHLIN3 Filed as: DAVID COUGHLIN | 2229 WHITE MIST DRIVE LAS VEGAS, NV 89134 | AFLAC | $39 | $0 | $39 | 0.74% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $177 | $0 | $177 | 3.79% |
| MJ INSURANCE3 Filed as: DAVID STORY AND VARIOUS AGENTS | 707 MEADOW LANE KINGSPORT, TN 37663 | AFLAC | $156 | $0 | $156 | 3.34% |
| AMY KLUTTZ3 | PO BOX 327 CONCORD, NC 28026 | AFLAC | $131 | $0 | $131 | 2.81% |
| J A FERGUSON AND ASSOC INC3 Filed as: J A FERGUSON AND ASSOCIATES, INC. | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | AFLAC | $52 | $0 | $52 | 1.11% |
| ELIZABETH HARKEY3 | 501 NORTH CHURCH STREET, SUITE 300 CHARLOTTE, NC 28202 | AFLAC | $40 | $0 | $40 | 0.86% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $26 | $0 | $26 | 0.56% |
| MK SWAN INC3 Filed as: MK SWAN, INC. | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $24 | $0 | $24 | 0.51% |
| MJ INSURANCE3 Filed as: MARK WOOD AND VARIOUS AGENTS | 2912 MAPLE CREEK DRIVE FORT WORTH, TX 76177 | AFLAC | $104 | $0 | $104 | 2.57% |
| SUSAN WILLIAMS3 | 136 LAS BRISAS DRIVE DECATUR, TX 76234 | AFLAC | $89 | $0 | $89 | 2.20% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $89 | $0 | $89 | 2.20% |
| CRAIG S DAVIES3 Filed as: CRAIG DAVIES | 531 SANDY LANE FLOWER MOUND, TX 75022 | AFLAC | $42 | $0 | $42 | 1.04% |
| DARRELL L HOLLEY3 Filed as: DARRELL HOLLEY | 4601 ENGELWOOD DRIVE AUSTIN, TX 78745 | AFLAC | $40 | $0 | $40 | 0.99% |
| MARY KAYE WASHO3 Filed as: MARY WASHO | 106 CEDAR BLUFF COURT, SUITE 315 ALEDO, TX 76008 | AFLAC | $34 | $0 | $34 | 0.84% |
| MARCUS HOLLAND3 | 412 MISTY MEADOW DRIVE ALLEN, TX 75013 | AFLAC | $31 | $0 | $31 | 0.77% |
| CAROLINA BENEFITS SOURCE INC3 Filed as: CAROLINA BENEFITS SOURCE, INC. | 4461 NE 30TH AVENUE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $89 | $0 | $89 | 2.36% |
| LAURIE J BURNS3 Filed as: LAURIE J. BURNS | 15 CEDARS EDGE COURT BLUFFTON, SC 29910 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 1.14% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 1.04% |
| ROBERT P MCFARLAND3 Filed as: ROBERT P. MCFARLAND | 111 NORTH PINE ISLAND DRIVE PLANTATION, FL 33324 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.88% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFITS AND OTHER AGENTS | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.50% |
| HP PLANNING LLC3 Filed as: THE PLANNING GROUP, INC. | PO BOX 8334 WILSON, NC 27893 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.42% |
| EDWIN C. THORNE3 | 11523 CHESTNUT HILL DRIVE MATTHEWS, NC 28105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.37% |
| CAROLINA BENEFITS SOURCE INC3 Filed as: CAROLINA BENEFITS SOURCE, INC. | 4461 NE 30TH AVENUE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $96 | $0 | $96 | 2.95% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $69 | $0 | $69 | 2.12% |
| ROBERT P MCFARLAND3 Filed as: ROBERT P. MCFARLAND | 111 NORTH PINE ISLAND DRIVE PLANTATION, FL 33324 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.62% |
| LAURIE J BURNS3 Filed as: LAURIE J. BURNS | 15 CEDARS EDGE COURT BLUFFTON, SC 29910 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.62% |
| MJ INSURANCE3 Filed as: EDWIN C. THORNE AND VARIOUS AGENTS | 11523 CHESTNUT HILL DRIVE MATTHEWS, NC 28105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.37% |
| DAWN RENEE MORGAN3 | 6413 DUNMOOR DRIVE PLANO, TX 75093 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.31% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFITS, INC. | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $173 | $0 | $173 | 5.45% |
| SHELLEY HARTSELL3 | 8735 WESTMORELAND LAKE DRIVE CORNELIUS, NC 28031 | AFLAC | $145 | $0 | $145 | 4.57% |
| J A FERGUSON AND ASSOC INC3 Filed as: J A FERGUSON AND ASSOCIATES, INC. | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | AFLAC | $69 | $0 | $69 | 2.17% |
| MJ INSURANCE3 Filed as: STEVEN ISRAEL AND VARIOUS AGENTS | 14039 LISSADELL CIRCLE CHARLOTTE, NC 28277 | AFLAC | $55 | $0 | $55 | 1.73% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD COURT WAXHAW, NC 28173 | AFLAC | $46 | $0 | $46 | 1.45% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $27 | $0 | $27 | 0.85% |
| JOSEPH PHILLIPS3 | 2118 AMBOY COURT CHARLOTTE, NC 28205 | AFLAC | $16 | $0 | $16 | 0.50% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $129 | $0 | $129 | 4.14% |
| J A FERGUSON AND ASSOC INC3 Filed as: J A FERGUSON AND ASSOCIATES, INC. | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | AFLAC | $97 | $0 | $97 | 3.12% |
| SHELLEY HARTSELL3 | 8735 WESTMORELAND LAKE DRIVE CORNELIUS, NC 28031 | AFLAC | $66 | $0 | $66 | 2.12% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $45 | $0 | $45 | 1.45% |
| STEVEN ISRAEL3 | 14039 LISSADELL CIRCLE CHARLOTTE, NC 28277 | AFLAC | $35 | $0 | $35 | 1.12% |
| MJ INSURANCE3 Filed as: AMY KLUTTZ AND VARIOUS AGENTS | PO BOX 327 CONCORD, NC 28026 | AFLAC | $33 | $0 | $33 | 1.06% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD COURT WAXHAW, NC 28173 | AFLAC | $11 | $0 | $11 | 0.35% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $181 | $0 | $181 | 8.96% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $91 | $0 | $91 | 4.50% |
| MJ INSURANCE3 Filed as: MK SWAN, INC. AND VARIOUS AGENTS | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $79 | $0 | $79 | 3.91% |
| AMY KLUTTZ3 | PO BOX 327 CONCORD, NC 28026 | AFLAC | $56 | $0 | $56 | 2.77% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD COURT WAXHAW, NC 28173 | AFLAC | $23 | $0 | $23 | 1.14% |
| ELIZABETH HARKEY3 | 501 NORTH CHURCH STREET, SUITE 300 CHARLOTTE, NC 28202 | AFLAC | $23 | $0 | $23 | 1.14% |
| J A FERGUSON AND ASSOC INC3 Filed as: J A FERGUSON AND ASSOCIATES, INC. | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | AFLAC | $23 | $0 | $23 | 1.14% |
| DAVID HEALEY3 | 64 SCOTCH CAP ROAD, UNIT 121 QUAKER HILL, CT 06375 | AFLAC | $203 | $23 | $226 | 16.26% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $28 | $0 | $28 | 2.01% |
| JOHN EMOND3 | 184 FRENCH MEADOW ROAD SPRINGFIELD, MO 05156 | AFLAC | $19 | $5 | $24 | 1.73% |
| JONATHAN BURGESS3 | 434 DONALD STREET BEDFORD, NH 03110 | AFLAC | $18 | $5 | $23 | 1.65% |
| MJ INSURANCE3 Filed as: JOEL HANNON AND VARIOUS AGENTS | 5 STARKEY AVENUE TROY, NH 03465 | AFLAC | $11 | $0 | $11 | 0.79% |
| TAY KRAUSE3 | 8 MERRY HILL ROAD NOTTINGHAM, NH 03290 | AFLAC | $9 | $0 | $9 | 0.65% |
| TONYA MANFRATE3 | 61 MAURICE STREET MANCHESTER, NH 03103 | AFLAC | $8 | $0 | $8 | 0.58% |
| ROBERT P MCFARLAND3 Filed as: ROBERT P. MCFARLAND | 111 NORTH PINE ISLAND DRIVE PLANTATION, FL 33324 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 1.06% |
| EDWIN C. THORNE3 | 11523 CHESTNUT HILL DRIVE MATTHEWS, NC 28105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 1.06% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFITS, INC. | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.83% |
| CAROLINA BENEFITS SOURCE INC3 Filed as: CAROLINA BENEFITS SOURCE, INC. | 4461 NE 30TH AVENUE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.47% |
| LAURIE J BURNS3 Filed as: LAURIE J. BURNS | 15 CEDARS EDGE COURT BLUFFTON, SC 29910 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.35% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.35% |
| CAROLINA BENEFITS SOURCE INC3 Filed as: CAROLINA BENEFITS SOURCE, INC. | 4461 NE 30TH AVENUE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 4.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 2.56% |
| LAURIE J BURNS3 Filed as: LAURIE J. BURNS | 15 CEDARS EDGE COURT BLUFFTON, SC 29910 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 2.28% |
| CAROLINA BENEFITS SOURCE INC3 Filed as: CAROLINA BENEFITS SOURCE, INC. | 4461 NE 30TH AVENUE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 4.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 2.56% |
| LAURIE J BURNS3 Filed as: LAURIE J. BURNS | 15 CEDARS EDGE COURT BLUFFTON, SC 29910 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 2.28% |
| AMY KLUTTZ3 | PO BOX 327 CONCORD, NC 28026 | AFLAC | $52 | $0 | $52 | 10.18% |
| GWEN BUTLER3 | 1090 13TH AVENUE NW HICKORY, NC 28601 | AFLAC | $9 | $0 | $9 | 1.76% |
| CAROLINA BENEFITS SOURCE INC3 Filed as: CAROLINA BENEFITS SOURCE, INC. | 4461 NE 30TH AVENUE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 4.69% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 4250 CONGRESS STREET, SUITE 200 CHARLOTTE, NC 28209 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 2.58% |
| LAURIE J BURNS3 Filed as: LAURIE J. BURNS | 15 CEDARS EDGE COURT BLUFFTON, SC 29910 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 2.35% |
| EDWIN C. THORNE3 | 11523 CHESTNUT HILL DRIVE MATTHEWS, NC 28105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.47% |
| INSYNC BENEFITS INC3 Filed as: INSYNC BENEFITS, INC. | PO BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.47% |
| ROBERT P MCFARLAND3 Filed as: ROBERT P. MCFARLAND | 111 NORTH PINE ISLAND DRIVE PLANTATION, FL 33324 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.23% |
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 | 739 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 747 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 891 | $5.8M |
| Dental | DELTA DENTAL OF NORTH CAROLINA | 882 | $407K |
| Vision | VISION SERVICE PLAN | 451 | $75K |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 739 | $499K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 739 | $488K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 739 | $488K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 891 | $5.8M |
| Other(20 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 739 | $578K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 891 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.