| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T INSURANCE SERVICES, INC.3 | PO BOX 436869 LOUISVILLE, KY 40253 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | — | $266 | $266 | 0.03% |
| BB&T INSURANCE SERVICES, INC.3 | 47 AIRPARK COURT PO BOX 27149 GREENVILLE, SC 296162149 | AMERITAS LIFE INSURANCE CORP. | — | $1K | $1K | 0.87% |
| BB&T BARGER INSURANCE NETWORK3 | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099693 | PRINCIPAL LIFE INSURANCE COMPANY | $17K | $271 | $17K | 19.65% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY, INC. | PO BOX 211486 COLUMBIA, SC 292216486 | PRINCIPAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.77% |
| FAY JETER MARTIN3 | 19220 FOREST ROAD LYNCHBURG, VA 24502 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $871 | — | $871 | 6.48% |
| JACQUELINE FAY MARTIN3 | 428 DEEP RUN ROAD CARTERSVILLE, VA 23027 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $203 | — | $203 | 1.51% |
| TEMPLE SCOTT JENKINS3 | 6550 GREEN BAY ROAD GREEN BAY, VA 23942 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $178 | — | $178 | 1.32% |
| JEFFREY WHITE3 | 8250 PORTERS CROSSING WAY WILMINGTON, NC 28411 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $83 | — | $83 | 0.62% |
| LEWIS K GATHRIGHT JR3 Filed as: LEWIS K. GAITHRIGHT, JR. | PO BOX 165 GOOCHLAND, VA 23063 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $69 | — | $69 | 0.51% |
| WANDA LEE MADDOX3 | PO BOX 346 CROZET, VA 22932 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $51 | — | $51 | 0.38% |
| JAMES A SCOTT & SON INC3 Filed as: JAMES R. HILL, SR. | 9701 GAYTON ROAD SUITE 6 RICHMOND, VA 23238 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $46 | — | $46 | 0.34% |
| DAVID W HARLESS3 Filed as: DAVID W. HARLESS | 3412 MANOR GROVE CIRCLE GLEN ALLEN, VA 23059 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $46 | — | $46 | 0.34% |
| DAVID N MORGAN3 Filed as: DAVID N. MORGAN | 906 MERCHANT LEE PL. MANAKIN SABOT, VA 23103 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $28 | — | $28 | 0.21% |
| SUSAN L COTTRELL3 Filed as: SUSAN L. COTTRELL | 79 MAHAN ROAD FARMVILLE, VA 23901 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $24 | — | $24 | 0.18% |
| CHRISTOPHER PARSONS3 | 4370 SADDLE COURT EARLYSVILLE, VA 22936 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $23 | — | $23 | 0.17% |
| PENNY D. HUDSON3 | 5550 WALKER CHAPEL ROAD MORGANTON, NC 28655 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $21 | — | $21 | 0.16% |
| CHARLOTTE R. TINSLEY3 | 712 SW MONTGOMERY AVENUE LEES SUMMIT, MO 64081 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $15 | — | $15 | 0.11% |
| THOMAS E HATCHER JR3 Filed as: THOMAS E. HATCHER, JR. | 717 GREEN VALLEY RD. SUITE 200 GREENSBORO, NC 27408 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $13 | — | $13 | 0.10% |
| MARVIN S THOMPSON3 Filed as: MARVIN S. THOMPSON | 118 LITTLE HAWK PLACE MIDLOTHIAN, VA 23114 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | — | $10 | 0.07% |
| MARY M. MAYBERRY3 | 199 WESTRIDGE CIRCLE LYNCHBURG, VA 24502 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $6 | — | $6 | 0.04% |
| ROY S TURNER3 Filed as: ROY S. TURNER | 429 MAPLE TOP LANE BUCKINGHAM, VA 23921 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | — | $3 | 0.02% |
| PHILLIS DAWN HESLEP3 | 11520 NUCKOLS RD. SUITE 103 GLEN ALLEN, VA 23059 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | — | $3 | 0.02% |
| BENJAMIN O THOMPSON SR3 Filed as: BENJAMIN O. THOMPSON, SR. | 2012 GAMELAW COURT MIDLOTHIAN, VA 23113 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| MARVIN S THOMPSON3 Filed as: MARVIN S. THOMPSON | 615 KERRI COVE CT. APT. 202 MIDLOTHIAN, VA 23113 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
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 | 152 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 153 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 276 | $1.0M |
| Dental | AMERITAS LIFE INSURANCE CORP. | 319 | $126K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 319 | $126K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 207 | $87K |
| Short-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 207 | $101K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 207 | $87K |
| Other | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | 31 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 319 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.