| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RUSSELL L BERMAN3 | 2595 KELLER ROAD LONG LAKE, MN 55356 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $66K | — | $66K | 1.56% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 27409 | DELTA DENTAL OF NORTH CAROLINA | $44K | — | $44K | 14.96% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS AND WILLIAMS | P O BOX 11407 LOCKBOX DRAWER 456 BIRMINGHAM, AL 35246 | DELTA DENTAL OF NORTH CAROLINA | $23K | — | $23K | 7.62% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 2850 GOLF ROAD FLOOR 4 ROLLING MEADOWS, IL 60008 | DELTA DENTAL OF NORTH CAROLINA | $3K | — | $3K | 1.15% |
| MCGRIFF INSURANCE SERVICES INC3 | EB COMMISSION P O BOX 896620 CHARLOTTE, NC 28289 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $35K | $3K | $38K | 15.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | P O BOX 95287 CHICAGO, IL 60694 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 1.05% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 W GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $223 | $223 | 0.09% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | EB COMMISSION P O BOX 896620 CHARLOTTE, NC 28289 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | $1K | $16K | 14.70% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | P O BOX 95287 CHICAGO, IL 60694 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 1.32% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 2850 W GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $120 | $120 | 0.11% |
| MCGRIFF INSURANCE SERVICES INC3 | P O BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $1K | — | $1K | 2.16% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF SEIBELS AND WILLIAMS INC | 1650 W END BLVD SUITE 100 ST LOUIS PARK, MN 55416 | VISION SERVICE PLAN | $718 | — | $718 | 1.29% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF ROAD SUITE 1000 ROLLING MEADOWS, IL 60008 | VISION SERVICE PLAN | $3 | — | $3 | 0.01% |
| DAVID STORY3 | 707 MEADOW LANE KINGSPORT, TN 37663 | AFLAC | $384 | — | $384 | 3.40% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $204 | — | $204 | 1.80% |
| KELI RICHMOND3 | 230 BART GREEN DRIVE JOHNSON CITY, TN 37615 | AFLAC | $161 | — | $161 | 1.42% |
| JACKSON D RHODES3 Filed as: JACKSON RHODES | 2332 VOLUNTEER PKWY BRISTOL, TN 37620 | AFLAC | $147 | — | $147 | 1.30% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DR LANCASTER, SC 29720 | AFLAC | $55 | $30 | $85 | 0.75% |
| AUSTIN RADER3 | 525 W OAKLAND AVE SUITE 7 JOHNSON CITY, TN 37604 | AFLAC | $83 | — | $83 | 0.73% |
| CANDICE BRUNO3 | 23 BAILEY RD CANDLER, NC 28715 | AFLAC | $40 | — | $40 | 0.35% |
| MINDY HARRIS3 | 1158 WHITEHALL HILL RD YORK, SC 29745 | AFLAC | $23 | $7 | $30 | 0.27% |
| SUSAN RUSSELL3 | 120 ROCKWOOD DR HENDERSONVILLE, NC 28792 | AFLAC | $25 | — | $25 | 0.22% |
| JONATHAN DUNN3 | 3337 TWIN RIDGE DRIVE CHARLOTTE, NC 28210 | AFLAC | $17 | $7 | $24 | 0.21% |
| WILLIAM KRAMER3 | 1227 VOLUNTEER PARKWAY BRISTOL, TN 37620 | AFLAC | $20 | — | $20 | 0.18% |
| RYAN DREBING3 | 2112 N ROAN ST SUITE 702 JOHNSON CITY, TN 37601 | AFLAC | $18 | — | $18 | 0.16% |
| JO ANN KIRKLAND3 | 1044 HARBOR RIDGE ROAD GUNTERSVILLE, AL 35976 | AFLAC | $17 | — | $17 | 0.15% |
| LYNN HODGE3 | 430 ALFALFA LANE JONESBOROUGH, TN 37659 | AFLAC | $11 | — | $11 | 0.10% |
| BRENT GOODE3 | 2000 GLEN ECHO RD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $11 | — | $11 | 0.10% |
| JEFFREY PAUL SEPESI3 Filed as: JEFFREY SEPESI | 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% |
| JAY OLEARY3 | 1802 EAVES CT NOLENSVILLE, TN 37135 | AFLAC | $5 | — | $5 | 0.04% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PARKWAY SUITE 100 CHARLOTTE, NC 28269 | AFLAC | $4 | — | $4 | 0.04% |
| DALE I DAVIS3 Filed as: DALE DAVIS | 5892 CEDARCREEK LANE LEXINGTON, KY 40515 | AFLAC | $3 | — | $3 | 0.03% |
| JOSEPH LEDOUX3 | 2411 CARTER AVE NASHVILLE, TN 37206 | AFLAC | $3 | — | $3 | 0.03% |
| 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 | 2000 GLEN ECHO ROAD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $1 | — | $1 | 0.01% |
| GEORGE WILLIAMS3 | 208 GRAND PARK BLVD CHARLESTON, SC 29492 | AFLAC | $1 | — | $1 | 0.01% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $1 | — | $1 | 0.01% |
| ROGER MURRAY JOHNSON3 Filed as: ROGER JOHNSON | 5936 ENCLAVE DRIVE MURFREESBORO, TN 37128 | AFLAC | $1 | — | $1 | 0.01% |
| AMY KLUTTZ3 | 5496 MOUNT PLEASANT RD S CONCORD, NC 28025 | AFLAC | $477 | — | $477 | 5.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 135 E 8TH AVENUE ROME, GA 30161 | AFLAC | $273 | — | $273 | 2.93% |
| ELIZABETH HARKEY3 | 6152 VILLAGE DR NW CHARLOTTE, NC 28202 | AFLAC | $152 | — | $152 | 1.63% |
| MK SWAN INC3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $88 | — | $88 | 0.95% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $54 | — | $54 | 0.58% |
| J A FERGUSON AND ASSOC INC3 Filed as: JA FERGUSON AND ASSOC INC | 959 HERRONS FERRY RD ROCK HILL, SC 29730 | AFLAC | $53 | — | $53 | 0.57% |
| DEREK W STRANGE3 Filed as: DEREK STRANGE | 26 TROTTERS WALK NE CARTERSVILLE, GA 30121 | AFLAC | $48 | — | $48 | 0.52% |
| GWEN BUTLER3 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $32 | — | $32 | 0.34% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $26 | — | $26 | 0.28% |
| EXSEPTIONAL SERVICES INC3 | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $17 | — | $17 | 0.18% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $12 | — | $12 | 0.13% |
| JUDY M BIRD3 Filed as: JUDY BIRD | 1905 RICHLAND LANE DALTON, GA 30720 | AFLAC | $11 | — | $11 | 0.12% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $10 | — | $10 | 0.11% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PKWY SUITE 100 CHARLOTTE, NC 28269 | AFLAC | $10 | — | $10 | 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% |
| MEGHAN MILLER3 | 728 MERCER PLACE HUNTERSVILLE, NC 28078 | AFLAC | $1 | — | $1 | 0.01% |
| ERIC MILLER3 | 728 MERCER PLACE HUNTERSVILLE, NC 28078 | AFLAC | $1 | — | $1 | 0.01% |
| ACETI, DANIEL, GINO3 | 7804 FAIRVIEW ROAD SUITE 266 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $898 | $115 | $1K | 12.42% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY BLDG 2 SUITE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $158 | $158 | 1.94% |
| DIANNE J RAY3 Filed as: DIANNE RAY | P O BOX 335 SUNNY SIDE, GA 30284 | AFLAC | $244 | — | $244 | 3.57% |
| DONNA M JOHNSON3 Filed as: DONNA JOHNSON | 27523 PARK DRIVE LOT B ORANGE BEACH, AL 36561 | AFLAC | $113 | — | $113 | 1.66% |
| THOMAS BAXTER3 | P O BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $93 | — | $93 | 1.36% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICE | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $88 | — | $88 | 1.29% |
| ANDY B GLENN II3 Filed as: ANDY GLENN II | 299 DOUGLAS BLVD SUITE 180 ROSEVILLE, CA 95661 | AFLAC | $48 | — | $48 | 0.70% |
| BETTY C PAYNE3 Filed as: BETTY PAYNE | 2771 UPPER PAW PAW RD MARSHALL, NC 28753 | AFLAC | $47 | — | $47 | 0.69% |
| DEBBIE ST JOHN3 | 44 MAGNOLIA PKWY HAMPTON, GA 30228 | AFLAC | $40 | — | $40 | 0.59% |
| DUSTIN RAILEY3 | 389 LINCH ROAD SENOIA, GA 30276 | AFLAC | $29 | — | $29 | 0.42% |
| SUSAN RUSSELL3 | 120 ROCKWOOD DRIVE HENDERSONVILLE, NC 28792 | AFLAC | $23 | — | $23 | 0.34% |
| JAMIE JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $11 | — | $11 | 0.16% |
| DAVID C CLOUD JR3 Filed as: DAVID CLOUD JR | 12 TRENT DRIVE SE ROME, GA 30161 | AFLAC | $4 | — | $4 | 0.06% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $3 | — | $3 | 0.04% |
| JEFFREY PAUL SEPESI3 Filed as: JEFFREY SEPESI | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $3 | — | $3 | 0.04% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PKWY SUITE 100 CHARLOTTE, NC 28269 | AFLAC | $3 | — | $3 | 0.04% |
| JONATHAN W MCCUTCHEON3 Filed as: JONATHAN MCCUTCHEON | 1150 MALLARD LAKE DRIVE BOGART, GA 30622 | AFLAC | $2 | — | $2 | 0.03% |
| STEVEN VORDERLANDWEHR3 | 1018 HIGHGROVE DRIVE MONROE, GA 30655 | AFLAC | $2 | — | $2 | 0.03% |
| SCOTTI MADISON3 | 3330 COBB PARKWAY NW SUITE 324-3 ACWORTH, GA 30101 | AFLAC | $2 | — | $2 | 0.03% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN JOHNSON | 745 W BROMPTON AVE APT 1 CHICAGO, IL 60657 | AFLAC | $2 | — | $2 | 0.03% |
| ALEXANDER WARD3 | 5194 FOREST VIEW COURT SE MABLETON, GA 30126 | AFLAC | $2 | — | $2 | 0.03% |
| TARRAH SMITHSON3 | 2145 SAULS PLACE ALPHARETTA, GA 30004 | AFLAC | $2 | — | $2 | 0.03% |
| AMY A O SHIELDS3 Filed as: AMY OSHIELDS | 5159 CALGARY DRIVE DOUGLASVILLE, GA 30135 | AFLAC | $2 | — | $2 | 0.03% |
| DONNA M JOHNSON3 Filed as: DONNA JOHNSON | 27523 PARK DRIVE LOT B ORANCE BEACH, AL 36561 | AFLAC | $150 | $50 | $200 | 3.28% |
| THE PROFECTUS GROUP LLC3 | 450 W WILSON BRIDGE ROAD SUITE 110 WORTHINGTON, OH 43085 | AFLAC | $178 | — | $178 | 2.92% |
| THOMAS BAXTER3 | P O BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $66 | $12 | $78 | 1.28% |
| DARRICK W. SMITH3 Filed as: DARRICK SMITH | 3717 CLOUDLAND CANYON ST LAS VEGAS, NV 89129 | AFLAC | $53 | — | $53 | 0.87% |
| ANDY B GLENN II3 Filed as: ANDY GLENN II | 2999 DOUGLAS BLVD SUITE 180 ROSEVILLE, CA 95661 | AFLAC | $36 | $12 | $48 | 0.79% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $45 | — | $45 | 0.74% |
| ROBERT OLSON3 | 2501 WIGWAM PKWY APT 611 HENDERSON, NV 89074 | AFLAC | $44 | — | $44 | 0.72% |
| DAVID M COUGHLIN3 Filed as: DAVID COUGHLIN | 2229 WHITE MIST DRIVE LAS VEGAS, NV 89134 | AFLAC | $38 | — | $38 | 0.62% |
| ARBOR CONSULTING INC3 | 1313 WOODMORE ST LAS VEGAS, NV 89144 | AFLAC | $34 | — | $34 | 0.56% |
| DEBORAH L SENN3 Filed as: DEBORAH SENN | 230 BRIGGS RANCH DRIVE FOLSOM, CA 95630 | AFLAC | $32 | — | $32 | 0.53% |
| TOM KOCH3 | 695 ORCHARD COURSE DR LAS VEGAS, NV 89148 | AFLAC | $27 | — | $27 | 0.44% |
| J A FERGUSON AND ASSOC INC3 | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | AFLAC | $24 | — | $24 | 0.39% |
| WESTBROOK BENEFITS INC3 | 1313 WOODMORE ST LAS VEGAS, NV 89144 | AFLAC | $18 | — | $18 | 0.30% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $12 | — | $12 | 0.20% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL JAIME | 1150 GUSTINE ST CHULA VISTA, CA 91913 | AFLAC | $6 | — | $6 | 0.10% |
| MANIFESTED ABUNDANCE INC3 | 2155 PAGANINNI AVE HENDERSON, NV 89052 | AFLAC | $3 | — | $3 | 0.05% |
| MICHAEL C WALKER3 Filed as: MICHAEL IVES | 6127 S RAINBOW BLVD SUITE 110B LAS VEGAS, NV 89118 | AFLAC | $2 | — | $2 | 0.03% |
| TAMMY SWAIN3 | 10736 KNICKERBOCKER AVE LAS VEGAS, NV 89166 | AFLAC | $2 | — | $2 | 0.03% |
| JEFFREY PAUL SEPESI3 Filed as: JEFFREY SEPESI | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $2 | — | $2 | 0.03% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS JR | 1431 NE 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $1 | — | $1 | 0.02% |
| VICTORIA KAMMER3 | 5417 AEGEAN WAY LAS VEGAS, NV 89149 | AFLAC | $1 | — | $1 | 0.02% |
| ACETI, DANIEL, GINO3 | 7804 FAIRVIEW ROAD SUITE 266 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $592 | $48 | $640 | 10.94% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HIGHWAY BLDG 2 SUITE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $114 | $114 | 1.95% |
| ACETI, DANIEL, GINO3 | 7804 FAIRVIEW ROAD SUITE 266 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 2.00% |
| JOHANN SCRIMSHIRE3 | 415 BLOOMFIELD RD SEBASTOPOL, CA 95667 | AFLAC | $315 | $49 | $364 | 8.45% |
| MARK C. HUBER3 Filed as: MARK HUBER | 4164 LEISURE LANE PLACERVILLE, CA 95667 | AFLAC | $146 | $11 | $157 | 3.64% |
| CHRIS KELLY3 | 252 WIKIUP MEADOWS DRIVE SANTA ROSA, CA 95403 | AFLAC | $49 | $11 | $60 | 1.39% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $43 | — | $43 | 1.00% |
| DANIEL BAKLEY3 | 8148 SEDONA SUNSET DRIVE LAS VEGAS, NV 89128 | AFLAC | $39 | — | $39 | 0.90% |
| SAHAR QABAZARD3 | 3756 DEER TRAIL CT DANVILLE, CA 94506 | AFLAC | $27 | — | $27 | 0.63% |
| JEFFREY PAUL SEPESI3 Filed as: JEFFREY SEPESI | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $17 | — | $17 | 0.39% |
| MICHAEL BOOTH3 | 5325 ALHAMBRA VALLEY ROAD MARTINEZ, CA 94553 | AFLAC | $17 | — | $17 | 0.39% |
| LES HEINSEN INS SERVICES INC3 | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $7 | — | $7 | 0.16% |
| JAMIE JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $6 | — | $6 | 0.14% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $3 | — | $3 | 0.07% |
| TALLY RHOADES3 | 32 SOLAR DRIVE PUEBLO, CO 81005 | AFLAC | $3 | — | $3 | 0.07% |
| MICHAEL RHODD3 | 4160 GREEN VALLEY ROAD FAIRFIELD, CA 94534 | AFLAC | $2 | — | $2 | 0.05% |
| AMY LUDWICK3 | 316 BARBATO LANE SACREMENTO, CA 95814 | AFLAC | $2 | — | $2 | 0.05% |
| DAVID B. KITCHEN3 Filed as: DAVID KITCHEN | 5230 HARTER LANE LA CANADA FLINTRIDGE, CA 91011 | AFLAC | $1 | — | $1 | 0.02% |
| PETER T ARNOLD3 Filed as: PETER ARNOLD | 12199 SILVER SPRINGS PLACE GRASS VALLEY, CA 95949 | AFLAC | $1 | — | $1 | 0.02% |
| NICHOLAS VIGIL3 | 7808 E CYPRESS ST SCOTTSDALE, AZ 85257 | AFLAC | $1 | — | $1 | 0.02% |
| ACETI, DANIEL, GINO3 | 7804 FAIRVIEW ROAD SUITE 266 CHARLOTTE, NC 28266 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $482 | $40 | $522 | 12.85% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HIGHWAY BLDG 2 SUITE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $80 | $80 | 1.97% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $288 | — | $288 | 7.57% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $128 | $50 | $178 | 4.68% |
| MINDY HARRIS3 | 1158 WHITEHALL HILL ROAD YORK, SC 29745 | AFLAC | $47 | $12 | $59 | 1.55% |
| 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 | $40 | $12 | $52 | 1.37% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $23 | — | $23 | 0.60% |
| ELIZABETH HARKEY3 | 6152 VILLAGE DR NW CHARLOTTE, NC 28202 | AFLAC | $23 | — | $23 | 0.60% |
| J A FERGUSON AND ASSOC INC3 | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | 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% |
| 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 | $5 | — | $5 | 0.13% |
| EXSEPTIONAL SERVICES INC3 | 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 | 9300 HARRIS CORNERS PKWY SUITE 100 CHARLOTTE, NC 28269 | 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% |
| ACETI, DANIEL, GINO3 | 7804 FAIRVIEW ROAD SUITE 266 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $226 | $29 | $255 | 8.68% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HIGHWAY BLDG 2 SUITE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $57 | $57 | 1.94% |
| CAROLINA BENEFITS SOURCE INC3 | 4461 NE 30TH AVE LIGHTHOUSE, FL 33064 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $73 | — | $73 | 2.64% |
| LAURIE J BURNS3 | 15 CEDARS EDGE CT BLUFFTON, SC 29910 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 1.34% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 1.16% |
| ROBERT P MCFARLAND3 | 8627 SUMMERFIELD LANE HUNTERSVILLE, NC 28078 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.58% |
| HP PLANNING LLC3 Filed as: THE PLANNING GROUP INC | P O BOX 8334 WILSON, NC 27893 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.47% |
| EDWIN C. THORNE3 Filed as: EDWIN C THORNE | 11523 CHESTNUT HILL DR MATTHEWS, NC 28105 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.22% |
| INSYNC BENEFITS INC3 | P O BOX 1474 CORNELIUS, NC 28031 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.04% |
| SHELLEY HARTSELL3 | 8735 WESTMORELAND LAKE DR CORNELIUS, NC 28031 | AFLAC | $91 | — | $91 | 3.89% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $88 | — | $88 | 3.76% |
| J A FERGUSON AND ASSOC INC3 | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | AFLAC | $53 | — | $53 | 2.26% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $42 | — | $42 | 1.79% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $21 | — | $21 | 0.90% |
| STEVEN ISRAEL3 | 14039 LISSADELL CIRCLE CHARLOTTE, NC 28277 | AFLAC | $11 | — | $11 | 0.47% |
| LUCY DIANE BAKER3 Filed as: LUCY BAKER | 78989 APRICOT LANE PALM DESERT, CA 92211 | AFLAC | $10 | — | $10 | 0.43% |
| EXSEPTIONAL SERVICES INC3 | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $6 | — | $6 | 0.26% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PKWY SUITE 100 CHARLOTTE, NC 28269 | AFLAC | $4 | — | $4 | 0.17% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $4 | — | $4 | 0.17% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $1 | — | $1 | 0.04% |
| DAWNYA SABOL3 | 213 RIDGEWAY AVE LOUISVILLE, KY 40207 | AFLAC | $203 | $40 | $243 | 11.66% |
| JON-CLAUDE SABOL3 | 213 RIDGEWAY AVE LOUISVILLE, KY 40207 | AFLAC | $76 | — | $76 | 3.65% |
| DAVID WATSON3 | 3912 FALLEN TIMBER DRIVE LOUISVILLE, KY 40241 | AFLAC | $56 | $9 | $65 | 3.12% |
| DAVID LUURTSEMA3 | 308 ROSEDALE DRIVE ELIZABETHTOWN, KY 42701 | AFLAC | $54 | $9 | $63 | 3.02% |
| MCGRIFF INSURANCE SERVICES INC3 | 2600 EASTPOINT PKWY LOUISVILLE, KY 40223 | AFLAC | $17 | — | $17 | 0.82% |
| ACEITI, DANIEL, GINO3 | 7804 FAIRVIEW ROAD SUITE 266 CHARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $214 | $18 | $232 | 11.33% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES | 1250 CAPITAL OF TEXAS HWY BLDG 2 SUITE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $40 | $40 | 1.95% |
| ACETIA, DANIEL, GINO3 | 7804 FAIRVIEW ROAD SUITE 266 CHAARLOTTE, NC 28226 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $184 | $11 | $195 | 11.51% |
| NFP INSURANCE SERVICES INC3 | 1250 CAPITAL OF TEXAS HWY BLDG 2 SUITE 125 AUSTIN, TX 78746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $33 | $33 | 1.95% |
| AMY KLUTTZ3 | 5496 MOUNT PLEASANT ROAD S CONCORD, NC 28025 | AFLAC | $52 | — | $52 | 3.45% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $32 | — | $32 | 2.12% |
| DAVID STORY3 | 707 MEADOW LANE KINGSPORT, TN 37663 | AFLAC | $24 | — | $24 | 1.59% |
| SUSAN WILLIAMS3 | 136 LAS BRISAS DRIVE DECATUR, TX 76234 | AFLAC | $17 | — | $17 | 1.13% |
| MARY KAYE WASHO3 Filed as: MARY WASHO | 24956 WOLF BAY TER ORANGE BEACH, AL 36561 | AFLAC | $7 | — | $7 | 0.46% |
| MARK J WOOD3 Filed as: MARK WOOD | 2912 MAPLE CREEK DRIVE FORT WORTH, TX 76177 | AFLAC | $7 | — | $7 | 0.46% |
| GWEN BUTLER3 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $6 | — | $6 | 0.40% |
| SUSAN RUSSELL3 | 120 ROCKWOOD DRIVE HENDERSONVILLE, NC 28792 | AFLAC | $5 | — | $5 | 0.33% |
| CRAIG S DAVIES3 Filed as: CRAIG DAVIES | 531 SANDY LANE FLOWER MOUND, TX 75022 | AFLAC | $4 | — | $4 | 0.27% |
| JACKSON D RHODES3 Filed as: JACKSON RHODES | 2332 VOLUNTEER PARKWAY BRISTOL, TN 37620 | AFLAC | $4 | — | $4 | 0.27% |
| MK SWAN INC3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $4 | — | $4 | 0.27% |
| D AND V BUTLER INC3 Filed as: J BUTLER | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $2 | — | $2 | 0.13% |
| CANDICE BRUNO3 | 23 BAILEY ROAD CANDLER, NC 28715 | AFLAC | $2 | — | $2 | 0.13% |
| JEFFREY PAUL SEPESI3 Filed as: JEFFREY SEPESI | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.07% |
| DARON H PHILLIPS3 Filed as: DARON PHILLIPS | 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% |
| KATRINA D AIKEN3 Filed as: KATRINA AIKEN | 2511 JUDITH ST LYNCHBURG, VA 24501 | AFLAC | $1 | — | $1 | 0.07% |
| CARLA WITHERINGTON3 | 1405 HERRIG DRIVE COVINGTON, TN 38019 | AFLAC | $1 | — | $1 | 0.07% |
| DALE I DAVIS3 Filed as: DALE DAVIS | 5892 CEDARCREEK LANE LEXINGTON, KY 40515 | AFLAC | $1 | — | $1 | 0.07% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PARKWAY SUITE 100 CHARLOTTE, NC 28269 | AFLAC | $1 | — | $1 | 0.07% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $70 | — | $70 | 5.27% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $21 | $14 | $35 | 2.63% |
| SHELLEY HARTSELL3 | 8736 WESTMORELAND LAKE DRIVE CORNELIUS, NC 28031 | AFLAC | $30 | — | $30 | 2.26% |
| J A FERGUSON AND ASSOC INC3 | 959 HERRONS FERRY ROAD ROCK HILL, SC 29730 | AFLAC | $25 | — | $25 | 1.88% |
| MINDY HARRIS3 | 11558 WHITEHALL HILL ROAD YORK, SC 29745 | AFLAC | $9 | $3 | $12 | 0.90% |
| NICHOLAS STILLS3 | 501 CLEAR WOOD CT WAXHAW, NC 28173 | AFLAC | $11 | — | $11 | 0.83% |
| RICHARD JONES3 | 12826 ENGLISH WALNUT LANE CHARLOTTE, NC 28215 | AFLAC | $10 | — | $10 | 0.75% |
| JONATHAN DUNN3 | 3337 TWIN RIDGE DRIVE CHARLOTTE, NC 28210 | AFLAC | $7 | $3 | $10 | 0.75% |
| STEVEN ISRAEL3 | 14039 LISSADELL CIRCLE CHARLOTTE, NC 28277 | AFLAC | $8 | — | $8 | 0.60% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PARKWAY SUITE 100 CHARLOTTE, NC 28269 | AFLAC | $1 | — | $1 | 0.08% |
| RONALD MOSTO II3 Filed as: RONALD MOSTOII | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $1 | — | $1 | 0.08% |
| EXSEPTIONAL SERVICES INC3 | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.08% |
| SUSAN WILLIAMS3 | 136 LAS BRISAS DRIVE DECATUR, TX 76234 | AFLAC | $34 | — | $34 | 3.94% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $22 | — | $22 | 2.55% |
| MARY KAYE WASHO3 Filed as: MARY WASHO | 24956 WOLF BAY TERRACE ORANGE BEACH, AL 36561 | AFLAC | $8 | — | $8 | 0.93% |
| MARK J WOOD3 Filed as: MARK WOOD | 2912 MAPLE CREEK DRIVE FORT WORTH, TX 76177 | AFLAC | $7 | — | $7 | 0.81% |
| CRAIG S DAVIES3 Filed as: CRAIG DAVIES | 531 SANDY LANE FLOWER MOUND, TX 75022 | AFLAC | $7 | — | $7 | 0.81% |
| SUSAN RUSSELL3 | 120 ROCKWOOD DRIVE HENDERSONVILLE, NC 28792 | AFLAC | $6 | — | $6 | 0.70% |
| RUSSELL P LASNER3 Filed as: RUSSELL LASNER | 101 TIMMONY CIRCLE ACCOKEEK, MD 20607 | AFLAC | $4 | — | $4 | 0.46% |
| JOHN E CUMMINGS3 Filed as: JOHN JOHNSON | 2150 W NORTHWEST HIGHWAY SUITE 114 GRAPEVINE, TX 76051 | AFLAC | $1 | — | $1 | 0.12% |
| JEFFREY PAUL SEPESI3 Filed as: JEFFREY SEPESI | 158 PRINTERS LANE NEW LONDON, NC 28127 | AFLAC | $1 | — | $1 | 0.12% |
| DARON H PHILLIPS3 Filed as: DARON PHILLIPS | 8690 FM 1979 MARTINDALE, TX 78655 | AFLAC | $1 | — | $1 | 0.12% |
| MARCO JOE KLIMEK3 Filed as: MARCO KLIMEK | 1501 LYNDON B JOHNSON FWY SUITE 660 OAK POINT, TX 75234 | AFLAC | $1 | — | $1 | 0.12% |
| RONALD MOSTO II3 | 6610 HARVEST DRIVE PAPILLION, NE 68133 | AFLAC | $1 | — | $1 | 0.12% |
| KATHERINE A OWEN3 Filed as: KATHERINE OWEN | 1924 ANTWERP AVE PLANO, TX 75025 | AFLAC | $1 | — | $1 | 0.12% |
| DAVID HEALEY3 | 4230 OAKHURST CIRCLE E SARASOTA, FL 34233 | AFLAC | $53 | — | $53 | 7.32% |
| JOHN EMOND3 | 184 FRENCH MEADOW ROAD SPRINGFIELD, VT 05156 | AFLAC | $11 | — | $11 | 1.52% |
| JONATHAN BURGESS3 | 434 DONALD STREET BEDFORD, NH 03110 | AFLAC | $9 | — | $9 | 1.24% |
| TAY KRAUSE3 | 33 WHITMAN DRIVE ROCHESTER, NH 03839 | AFLAC | $1 | — | $1 | 0.14% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS STREET SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $1 | — | $1 | 0.14% |
| TONYA MANFRATE3 Filed as: TONYA CELESTE | 61 MAURICE STREET MANCHESTER, NH 03103 | AFLAC | $1 | — | $1 | 0.14% |
| AMY KLUTTZ3 | 5496 MOUNT PLEASANT RD S CONCORD, NC 28025 | AFLAC | $11 | — | $11 | 7.59% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 4250 CONGRESS ST SUITE 200 CHARLOTTE, NC 28209 | AFLAC | $3 | — | $3 | 2.07% |
| GWEN BUTLER3 | 1090 13TH AVE NW HICKORY, NC 28601 | AFLAC | $2 | — | $2 | 1.38% |
| LAUREN GREENWOOD3 | 1026 PENNINGTON DRIVE LANCASTER, SC 29720 | AFLAC | $2 | — | $2 | 1.38% |
| MINDY HARRIS3 | 1158 WHITEHALL HILL ROAD YORK, SC 29745 | AFLAC | $1 | — | $1 | 0.69% |
| JONATHAN DUNN3 | 3337 TWIN RIDGE DRIVE CHARLOTTE, NC 28210 | AFLAC | $1 | — | $1 | 0.69% |
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 | 491 | 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) | 491 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 652 | $4.3M |
| Dental | DELTA DENTAL OF NORTH CAROLINA | 656 | $296K |
| Vision | VISION SERVICE PLAN | 334 | $56K |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 491 | $116K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 492 | $255K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 492 | $255K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 652 | $4.3M |
| Other(23 contracts, 5 carriers) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 652 | $4.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 656 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.