| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB & T INSURANCE SERVICES INC | 113 SOUTH WAYNE AVENUE P. O. BOX 700 WAYNESBORO, VA 22980 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $25K | — | $25K | 1.93% |
| BB&T REGIONAL INS3 Filed as: BB&T REGIONAL INSURANCE | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099509 | PRINCIPAL LIFE INSURANCE COMPANY | $16K | — | $16K | 7.54% |
| BB&T BARGER INSURANCE NETWORK3 | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 27409 | PRINCIPAL LIFE INSURANCE COMPANY | — | $11K | $11K | 5.46% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 27409 | PRINCIPAL LIFE INSURANCE COMPANY | — | $5K | $5K | 2.49% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 5.23% |
| ALTON B BARTON3 Filed as: ALTON B. BARTON | 1911 MAYLIN DRIVE SALEM, VA 24153 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $369 | $115 | $484 | 2.41% |
| JOSEPH HENRY GROW III3 | 110 DICKINSON DRIVE BUENA VISTA, VA 24416 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $294 | — | $294 | 1.46% |
| RAYMOND B LINGLE3 Filed as: RAYMOND B. LINGLE | 192 SUMMERFIELD COURT ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $239 | $29 | $268 | 1.33% |
| CHARLES A DUVALL III3 Filed as: CHARLES A. DUVALL III | 166 PIPPIN STREET ROANAOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | $26 | $152 | 0.76% |
| JOHN E CUMMINGS3 Filed as: JOHN E. CUMMINGS | P. O. BOX 5936 GLEN ALLEN, VA 23058 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $12 | $129 | 0.64% |
| LINDA B ALLEN3 Filed as: LINDA B. ALLEN | 100 MOUNTAIN VIEW DRIVE ROCKY MOUNT, VI 24151 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $3 | $120 | 0.60% |
| SHANE MATTHEW SALYERS3 Filed as: SHANE MATTEHW SALYERS | 192 SUMMERFIELD COURT ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | — | $49 | 0.24% |
| DAVID LAWSON EVANS3 | P. O. BOX 860574 SHAWNEE, KS 66285 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.08% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES | 305 FIRST STREET STE 200 ROANOKE, VA 24011 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 10.86% |
| CARTER F GARRETT, JR.3 Filed as: CARTER F GARRETT JR | EMPLOYEE BENEFITS MANAGEMENT PO BOX 2348 ABINGDON, VA 24212 | TRANSAMERICA LIFE INSURANCE COMPANY | $453 | — | $453 | 6.32% |
| POINDEXTER & ASSOCIATES INC3 | 1 ELLSWORTH STREET 5TH FLOOR MARTINSVILLE, VA 24112 | TRANSAMERICA LIFE INSURANCE COMPANY | $302 | — | $302 | 4.21% |
| BENEFIT CONTROLS OF THE MIDLANDS3 Filed as: BENEFIT CONTROLS OF SC, INC. | 109 LAURENS ROAD, BLDG 3 GREENVILLE, SC 29607 | TRANSAMERICA LIFE INSURANCE COMPANY | $150 | — | $150 | 2.09% |
| STEVEN MARQUIS3 | 822 WISMAR COURT CHARLOTTE, NC 28270 | TRANSAMERICA LIFE INSURANCE COMPANY | $114 | — | $114 | 1.59% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | PO BOX 1068 COOKEVILLE, TN 38503 | TRANSAMERICA LIFE INSURANCE COMPANY | $45 | — | $45 | 0.63% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | — | $74 | 4.87% |
| JOSEPH HENRY GROW III3 | 110 DICKINSON DRIVE BUENA VISTA, VA 24416 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 1.78% |
| RAYMOND B LINGLE3 | 192 SUMMERFIELD COURT ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $1 | $18 | 1.19% |
| CHARLES A DUVALL III3 | 166 PIPPIN STREET ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $1 | $9 | 0.59% |
| JOHN E CUMMINGS3 | PO BOX 5936 GLEN ALLEN, VA 23058 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $1 | $9 | 0.59% |
| SHANE MATTHEW SALYERS3 | 192 SUMMERFIELD COURT ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.59% |
| LINDA B ALLEN3 Filed as: LINDA A ALLEN | 110 MOUNTAIN VIEW DR ROCKY MOUNT, VA 24151 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.53% |
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 | 204 | 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) | 204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 289 | $1.3M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 335 | $206K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 224 | $11K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 335 | $206K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 335 | $206K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 335 | $206K |
| Other(4 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 335 | $235K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 335 | — |
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."
No prospect flags tripped on this filing.