| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC3 | P.O. BOX 10489 LYNCHBURG, VA 24506 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $57K | — | $57K | 2.02% |
| JAMES A SCOTT & SON INC3 | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | — | — | $0 | 0.00% |
| JAMES A SCOTT & SON INC3 | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | SUN LIFE ASSURANCE COMPANY OF CANADA | $34K | — | $34K | 13.89% |
| JAMES A SCOTT & SON INC3 | P.O. BOX 10489 LYNCHBURG, VA 24506 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $19K | — | $19K | 10.00% |
| JAMES A SCOTT & SON INC3 | P.O. BOX 10489 LYNCHBURG, VA 24506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | — | $13K | 10.23% |
| CHARLES A DUVALL III3 | 166 PIPPEN ST ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $931 | $4K | 2.94% |
| RAYMOND B LINGLE3 | 3812 CONCORD PLACE ROANOKE, VA 24018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $308 | $2K | 1.51% |
| JOSEPH HENRY GROW III3 | 110 DICKINSON DRIVE BUENA VISTA, VA 24416 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.49% |
| LINDA B ALLEN3 | 110 MOUNTAIN VIEW DRIVE ROCKY MOUNT, VA 24151 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $41 | $1K | 0.97% |
| JOHN E CUMMINGS3 | PO BOX 5936 GLEN ALLEN, VA 23058 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $874 | $168 | $1K | 0.84% |
| DAVID HAMPTON3 | 4910 W. ARLINGTON PARK BLVD. FT. WAYNE, IN 46835 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $869 | $73 | $942 | 0.76% |
| VB SOLUTIONS LLC3 | 7111 NE 22ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $247 | $522 | $769 | 0.62% |
| EMLYN MARSTELLER IV3 Filed as: EMLYN H MARSTELLER IV | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $494 | $57 | $551 | 0.44% |
| JOEL TOIGO INSURANCE3 | 4907 NW 43RD ST GAINESVILLE, FL 32606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $115 | $152 | 0.12% |
| AARON VANPELT INC3 | 9619 SPRUCE LANE FISHERS, IN 46038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $54 | $118 | 0.09% |
| JACKIE LEE KELLER3 | 7622 SERGI CANYON DRIVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $20 | $83 | 0.07% |
| COLLEEN A VOGAN3 | 5018 COBBLESTONE COURT ELLICOTT CITY, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.05% |
| LILIENFIELD & ASSOCIATES LLC3 | 1100 HIGGINS PLACE ROCKVILLE, MD 20852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $15 | $52 | 0.04% |
| DURWOOD BOOTH JR3 | 6231 HIGHAM DRIVE ALEXANDRIA, VA 22310 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $12 | $49 | 0.04% |
| PAMELA GREGG3 | 15001 SAINT THOMAS CHURCH ROAD UPPER MARLBORO, MD 20772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.03% |
| BRENDA BOWLING-MORROW3 | 7525 WEST MOORESVILLE ROAD CAMBY, IN 46113 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.02% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT ROAD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.02% |
| CAROL HOLZMAN3 | 4416 MACWORTH PLACE BALTIMORE, MD 21236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $3 | $29 | 0.02% |
| CHARLES W HOLZMAN3 | 4416 MACWORTH PLACE BALTIMORE, MD 21236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $1 | $27 | 0.02% |
| SHANE MATTHEW SALYERS3 | 192 SUMMERFIELD COURT ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.01% |
| CHOPPY HODES3 | POB 357611 GAINESVILLE, FL 32635 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.01% |
| JEANENE MOTSCO3 | 5965 SANDY RIDGE ELKRIDGE, MD 21075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.00% |
| JEFFREY MOTSCO3 | 5965 SANDY RIDGE ELKRIDGE, MD 21075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| MULLANEY ENTERPRISES LLC3 | 5850 WATERLOO ROAD COLUMBIA, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| JOHN W COURT3 | 1326 SHALIMAR DRIVE FORT WAYNE, IN 46845 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DR SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| VOLUNTARY BENEFIT PLANS LLC3 | PO BOX 51590 INDIANAPLIS, IN 46251 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHANDRA NELSON3 | 35401 WILLOW CIRCLE FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 380 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 380 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 363 | $2.8M |
| Dental | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 309 | $189K |
| Vision | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 363 | $2.8M |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 380 | $369K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 380 | $245K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 380 | $245K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 380 | $245K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 380 | — |
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.