| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T BARGER INSURANCE NETWORK3 | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099693 | PRINCIPAL LIFE INSURANCE COMPANY | $11K | $568 | $11K | 14.71% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 414 GALLIMORE DAIRY RD SUITE F GRENSBORO, NC 27409 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $403 | $4K | 5.38% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY, INC. | PO BOX 211486 COLUMBIA, SC 292216486 | PRINCIPAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.71% |
| FAY JETER MARTIN3 | 19220 FOREST ROAD LYNCHBURG, VA 24502 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $796 | — | $796 | 6.23% |
| JACQUELINE FAY MARTIN3 | 428 DEEP RUN ROAD CARTERSVILLE, VA 23027 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $207 | — | $207 | 1.62% |
| TEMPLE SCOTT JENKINS3 | 6550 GREEN BAY ROAD GREEN BAY, VA 23942 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $176 | — | $176 | 1.38% |
| LEWIS K GATHRIGHT JR3 Filed as: LEWIS K. GAITHRIGHT, JR. | PO BOX 165 GOOCHLAND, VA 23063 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $74 | — | $74 | 0.58% |
| JEFFREY WHITE3 | 8250 PORTERS CROSSING WAY WILMINGTON, NC 28411 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $62 | — | $62 | 0.48% |
| WANDA LEE MADDOX3 | PO BOX 346 CROZET, VA 22932 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $56 | — | $56 | 0.44% |
| 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 | $50 | — | $50 | 0.39% |
| DAVID W HARLESS3 Filed as: DAVID W. HARLESS | 3412 MANOR GROVE CIRCLE GLEN ALLEN, VA 23059 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $50 | — | $50 | 0.39% |
| CHRISTOPHER PARSONS3 | 193 BEACH RD POQUOSON, VA 23662 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $24 | — | $24 | 0.19% |
| DAVID N MORGAN3 Filed as: DAVID N. MORGAN | 906 MERCHANT LEE PL. MANAKIN SABOT, VA 23103 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $23 | — | $23 | 0.18% |
| PENNY D. HUDSON3 | 5550 WALKER CHAPEL ROAD MORGANTON, NC 28655 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $21 | — | $21 | 0.16% |
| SUSAN L COTTRELL3 Filed as: SUSAN L. COTTRELL | 79 MAHAN ROAD FARMVILLE, VA 23901 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $20 | — | $20 | 0.16% |
| CHARLOTTE R. TINSLEY3 | 712 SW MONTGOMERY AVENUE LEES SUMMIT, MO 64081 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $16 | — | $16 | 0.13% |
| THOMAS E HATCHER JR3 Filed as: THOMAS E. HATCHER, JR. | 1588 BAYTREE DR SUITE 200 HARRELLS, NC 28444 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $13 | — | $13 | 0.10% |
| MARVIN S THOMPSON3 Filed as: MARVIN S. THOMPSON | 615 KERRI COVE CT APT 202 MIDLOTHIAN, VA 23113 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $12 | — | $12 | 0.09% |
| MARY M. MAYBERRY3 | 199 WESTRIDGE CIRCLE LYNCHBURG, VA 24502 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $7 | — | $7 | 0.05% |
| PHILLIS DAWN HESLEP3 | 4805 LAKE BROOK DR GLEN ALLEN, VA 23060 | 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 | 0.02% |
| DUANE A ADAMS3 | 11520 NUCKOLS RD SUITE 103 GLEN ALLEN, VA 23059 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| GREGORY D HILL3 | 16142 SWALLOWTAIL PL MIDLOTHIAN, VA 23113 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| RICHARD J KRESINSKE3 | 4004 ATLANTIC AVE APT 803 VIRGINIA BEACH, VA 23451 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| MARY LEE NICHOLS3 | 3577 A CHAMBLEE TUCKER RD #304 ATLANTA, GA 30341 | 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 | 166 | 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) | 166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | 236 | $996K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 308 | $109K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 308 | $109K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 154 | $77K |
| Short-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 154 | $90K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 154 | $77K |
| Other | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | 25 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 308 | — |
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.