| 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. | $82K | — | $82K | 2.48% |
| JAMES A SCOTT & SON INC3 | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | SUN LIFE ASSURANCE COMPANY OF CANADA | $47K | — | $47K | 17.15% |
| JAMES A SCOTT & SON INC5 | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $8K | $11K | 3.83% |
| JAMES A SCOTT & SON INC3 | P.O. BOX 10489 LYNCHBURG, VA 24506 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $19K | — | $19K | 9.98% |
| JAMES A SCOTT & SON INC3 | P.O. BOX 10489 LYNCHBURG, VA 24506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | — | $12K | 10.33% |
| CHARLES A DUVALL III3 | 166 PIPPEN ST ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 4.33% |
| RAYMOND B LINGLE3 | 3812 CONCORD PLACE ROANOKE, VA 24018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $391 | $2K | 1.64% |
| JOSEPH HENRY GROW III3 | 110 DICKINSON DRIVE BUENA VISTA, VA 24416 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.38% |
| DAVID HAMPTON3 | 4910 W. ARLINGTON PARK BLVD. FT. WAYNE, IN 46835 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $869 | $215 | $1K | 0.91% |
| JOHN E CUMMINGS3 | 204 QUAYSIDE CIR #501 MAITLAND, FL 32751 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $843 | $184 | $1K | 0.86% |
| LINDA B ALLEN3 | 110 MOUNTAIN VIEW DRIVE ROCKY MOUNT, VA 24151 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $881 | $15 | $896 | 0.75% |
| SANDRA LOWE LINGLE3 | 3812 CONCORD PLACE #6 ROANOKE, VA 24018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $447 | $268 | $715 | 0.60% |
| EMLYN MARSTELLER IV3 Filed as: EMLYN H MARSTELLER IV | 412 SUGARLAND MEADOW DR HERNDON, VA 20170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $381 | $44 | $425 | 0.36% |
| VB SOLUTIONS LLC3 | 7111 NE 222ND ST MELROSE, FL 32666 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $210 | $69 | $279 | 0.23% |
| AARON VANPELT INC3 | 755 W CARMEL DR CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $19 | $78 | 0.07% |
| COLLEEN A VOGAN3 | 5018 COBBLESTONE COURT ELLICOTT CITY, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.04% |
| JACKIE LEE KELLER3 | 7622 SERGI CANYON DRIVE INDIANAPOLIS, IN 46217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $1 | $52 | 0.04% |
| PAMELA GREGG3 | 15001 SAINT THOMAS CHURCH ROAD UPPER MARLBORO, MD 20772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.04% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT ROAD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.02% |
| LILIENFIELD & ASSOCIATES LLC3 | 1100 HIGGINS PLACE ROCKVILLE, MD 20852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $3 | $29 | 0.02% |
| DURWOOD BOOTH JR3 | 6231 HIGHAM DRIVE ALEXANDRIA, VA 22310 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.02% |
| BRENDA BOWLING-MORROW3 | 7525 WEST MOORESVILLE ROAD CAMBY, IN 46113 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.02% |
| BILLY KIRKHAM3 | PO BOX 2701 TERRE HAUTE, IN 47802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $2 | $10 | 0.01% |
| JOEL TOIGO INSURANCE3 | 4907 NW 43RD ST GAINESVILLE, FL 32606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $3 | $7 | 0.01% |
| CHOPPY HODES3 | 1031 NW 6TH ST GAINESVILLE, FL 32601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| CHARLES W HOLZMAN3 | 4416 MACWORTH PLACE BALTIMORE, MD 21236 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| MULLANEY ENTERPRISES LLC3 | 5850 WATERLOO ROAD COLUMBIA, MD 21043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DR SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JEANENE MOTSCO3 | 5965 SANDY RIDGE ELKRIDGE, MD 21075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JEFFREY MOTSCO3 | 5965 SANDY RIDGE ELKRIDGE, MD 21075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SHANE MATTHEW SALYERS3 | 192 SUMMERFIELD COURT ROANOKE, VA 24019 | 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 | 372 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 372 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 346 | $3.3M |
| Dental | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 302 | $188K |
| Vision | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 346 | $3.3M |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 372 | $394K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 372 | $275K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 372 | $275K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 372 | — |
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.