| 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. | $37K | — | $37K | 3.03% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES, INC | 414 GALLIMORE DAIRY RD #F GREENSBORO, NC 27409 | HARTFORD LIFE AND ACCIDENT | $11K | $6K | $16K | 15.18% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: B&T INSURANCE SERVICES INC | 414 GALLIMORE DAIRY RD SUITE F GREENSBORO, NC 27409 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $5K | — | $5K | 5.00% |
| 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 | $684 | — | $684 | 3.93% |
| JOSEPH HENRY GROW III3 | 110 DICKINSON DRIVE BUENA VISTA, VA 24416 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $253 | — | $253 | 1.45% |
| ALTON B BARTON3 Filed as: ALTON B. BARTON | 1911 MAYLIN DRIVE SALEM, VA 24153 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | — | $192 | 1.10% |
| RAYMOND B LINGLE3 Filed as: RAYMOND B. LINGLE | 9812 CONCORD PLACE ROANOKE, VA 24018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $172 | — | $172 | 0.99% |
| JOHN E CUMMINGS3 Filed as: JOHN E. CUMMINGS | 204 QUAYSIDE CIR #501 MAITLAND, FL 32751 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.49% |
| LINDA B ALLEN3 Filed as: LINDA B. ALLEN | 110 MOUNTAIN VIEW DRIVE ROCKY MOUNT, VA 24151 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.49% |
| CHARLES A DUVALL III3 Filed as: CHARLES A. DUVALL III | 166 PIPPIN STREET ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | — | $82 | 0.47% |
| DAVID LAWSON EVANS3 | P. O. BOX 860574 SHAWNEE, KS 66285 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.09% |
| 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 | $2K | — | $2K | 9.11% |
| CARTER F GARRETT, JR.3 Filed as: CARTER F GARRETT JR | EMPLOYEE BENEFITS MANAGEMENT PO BOX 2348 ABINGDON, VA 24212 | TRANSAMERICA LIFE INSURANCE COMPANY | $385 | — | $385 | 6.00% |
| BENEFIT CONTROLS OF THE MIDLANDS3 Filed as: BENEFIT CONTROLS OF SC, INC. | 109 LAURENS ROAD, BLDG 3 GREENVILLE, SC 29607 | TRANSAMERICA LIFE INSURANCE COMPANY | $245 | — | $245 | 3.82% |
| POINDEXTER & ASSOCIATES INC3 | 1 ELLSWORTH STREET 5TH FLOOR MARTINSVILLE, VA 24112 | TRANSAMERICA LIFE INSURANCE COMPANY | $237 | — | $237 | 3.70% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | TRANSAMERICA LIFE INSURANCE COMPANY | $45 | — | $45 | 0.70% |
| SCU HOUSE ACCT3 | 1400 CENTERVIEW DR LITTLE ROCK, AR 72211 | TRANSAMERICA LIFE INSURANCE COMPANY | $20 | — | $20 | 0.31% |
| STEVEN MARQUIS3 | 822 WISMAR COURT CHARLOTTE, NC 28270 | TRANSAMERICA LIFE INSURANCE COMPANY | $18 | — | $18 | 0.28% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 4.02% |
| JOSEPH HENRY GROW III3 | 110 DICKINSON DRIVE BUENA VISTA, VA 24416 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 1.78% |
| RAYMOND B LINGLE3 | 3812 CONCORD PLACE ROANOKE, VA 24018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.99% |
| JOHN E CUMMINGS3 | 204 QUAYSIDE CIR #501 MAITLAND, FL 32751 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.53% |
| 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% |
| CHARLES A DUVALL III3 | 166 PIPPIN STREET ROANOKE, VA 24019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.46% |
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 | 176 | 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) | 176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 271 | $1.2M |
| Dental | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 140 | $91K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 285 | $17K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 176 | $108K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 176 | $108K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 176 | $108K |
| Other(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 176 | $133K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 285 | — |
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.