| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC3 | 1301 OLD GRAVES MILL ROAD LYNCHBURG, VA 24502 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $33K | — | $33K | 3.46% |
| JAMES A SCOTT & SON INC3 | — | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $4K | — | $4K | 6.00% |
| JAMES A SCOTT & SON INC3 Filed as: JAMES A. SCOTT & SON, INC | PO BOX 603438 CHARLOTTE, NC 28260 | VISION SERVICE PLAN | $1K | — | $1K | 10.00% |
| GERALD B BURRUS3 | 2425 OLD OREGON TRAIL PULASKI, VA 24301 | AFLAC | $920 | — | $920 | 20.30% |
| MATTHEW JAMIEL ALLEN3 | 5515 GALLOWAY CIRCLE ROANOKE, VA 24018 | AFLAC | $178 | — | $178 | 3.93% |
| KEVIN L MARTIN3 | 1534 LINKS VIEW DRIVE SALEM, VA 24153 | AFLAC | $124 | — | $124 | 2.74% |
| STEVEN RODERICK BREEDING3 | PO BOX 338 ROSEDALE, VA 24280 | AFLAC | $40 | — | $40 | 0.88% |
| JOHN A HAWLEY3 | 116 PICKENS COURT KINGSPORT, TN 37663 | AFLAC | $38 | — | $38 | 0.84% |
| RUTH P YOUNG3 | 677 BERKMAR COURT CHARLOTTESVILLE, VA 22901 | AFLAC | $19 | — | $19 | 0.42% |
| GEORGE C SEYMOUR3 | 1935 LAMONT STREET KINGSPORT, TN 37664 | AFLAC | $12 | — | $12 | 0.26% |
| CHARLES HOUGH3 Filed as: CHARLES C HOUGH | 162 SLATE HILL ROAD TELFORD, TN 37690 | AFLAC | $11 | — | $11 | 0.24% |
| MICHAEL R MARTIN3 | 762 CHAPEL RIDGE DRIVE PITTSBORO, NC 27312 | AFLAC | $10 | — | $10 | 0.22% |
| PRICE & RAMEY3 Filed as: PRICE & RAMEY INC | 1524 BRIDGEWATER LANE SUITE 101 KINGSPORT, TN 37660 | AFLAC | $10 | — | $10 | 0.22% |
| JACKSON D RHODES3 | 2332 VOLUNTEER PARKWAY BRISTOL, TN 37620 | AFLAC | $9 | — | $9 | 0.20% |
| DARLENE H TUCKER3 | PO BOX 366 MADISON, VA 22727 | AFLAC | $7 | — | $7 | 0.15% |
| DAVID W HARLESS3 | 3412 MANOR GROVE CIRCLE GLEN ALLEN, VA 23059 | AFLAC | $5 | — | $5 | 0.11% |
| JUSTIN W DAVIS3 | 300 LIVE OAK COURT SALEM, VA 24153 | AFLAC | $5 | — | $5 | 0.11% |
| DAVID C CLARK3 | 4780 THREE CHOPT ROAD LOUISA, VA 23093 | AFLAC | $5 | — | $5 | 0.11% |
| MATTHEW C CHAPMAN3 | PO BOX 236 GLADE SPRING, VA 24340 | AFLAC | $5 | — | $5 | 0.11% |
| LYNN B HODGE3 | 430 ALFALFA LANE JONESBOROUGH, TN 37659 | AFLAC | $4 | — | $4 | 0.09% |
| JUDY L MCCULLOUGH3 | PO BOX 449 FOREST, VA 24551 | AFLAC | $4 | — | $4 | 0.09% |
| BRENT L GOODE3 | 2000 GLEN ECHO ROAD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $3 | — | $3 | 0.07% |
| AUTSIN RADER3 | 525 WEST OAKLAND AVENUE SUITE 7 JOHNSON CITY, TN 37604 | AFLAC | $3 | — | $3 | 0.07% |
| CHRISTOPHER PARSONS3 | 193 BEACH ROAD POQUOSON, VA 23662 | AFLAC | $3 | — | $3 | 0.07% |
| DUANE A ADAMS3 | 11520 NUCKOLS ROAD SUITE 103 GLEN ALLEN, VA 23059 | AFLAC | $3 | — | $3 | 0.07% |
| AUSTIN RADER3 | 106 FERRELL AVENUE SUITE 6 KINGSPORT, TN 37663 | AFLAC | $2 | — | $2 | 0.04% |
| JAMES E GOLDRICK3 | 4025 OAKWOOD DRIVE APARTMENT 123 CHATTANOOGA, TN 37416 | AFLAC | $2 | — | $2 | 0.04% |
| VINCENT W HODGE3 | 1287 POWDER BRANCH ROAD JOHNSON CITY, TN 37601 | AFLAC | $2 | — | $2 | 0.04% |
| GEORGE WILLIAMS3 Filed as: GEORGE LOWNDES WILLIAMS | 208 GRAND PARK BOULEVARD CHARLESTON, SC 29492 | AFLAC | $2 | — | $2 | 0.04% |
| JAY S OLEARY3 | 1802 EAVES COURT NOLENSVILLE, TN 37135 | AFLAC | $1 | — | $1 | 0.02% |
| JOSEPH L LEDOUX3 | 2411 CARTER AVENUE NASHVILLE, TN 37206 | AFLAC | $1 | — | $1 | 0.02% |
| RONALD E KIRKLAND3 | 1044 HARBOR RIDGE ROAD GUNTERSVILLE, AL 35976 | AFLAC | $1 | — | $1 | 0.02% |
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 | 111 | 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) | 111 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 102 | $958K |
| Dental | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 108 | $66K |
| Vision | VISION SERVICE PLAN | 101 | $14K |
| Life insurance(2 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY | 113 | $114K |
| Short-term disability | ANTHEM LIFE INSURANCE COMPANY | 113 | $110K |
| Long-term disability | ANTHEM LIFE INSURANCE COMPANY | 113 | $110K |
| Other(2 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY | 113 | $114K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 113 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.